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Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
3226
High Note Wealth
Minnesota
$231K +$25.9K +52 +13%
ZI
3227
ZEGA Investments
Florida
$230K – – –
WWA
3228
Wingate Wealth Advisors
Massachusetts
$230K -$191K -383 -46%
WE
3229
Wealth Effects
Massachusetts
$230K – – –
AP
3230
Advisortrust Partners
North Carolina
$230K – – –
HIS
3231
Horizon Investment Services
Indiana
$230K – – –
GC
3232
GFG Capital
Florida
$230K +$9.97K +20 +5%
PS
3233
Planned Solutions
California
$230K +$16.5K +33 +8%
AIMA
3234
Ables Iannone Moore & Associates
Georgia
$229K – – –
EWP
3235
Evergreen Wealth Partners
Montana
$229K -$5.98K -12 -3%
MMC
3236
Mizuho Markets Cayman
Cayman Islands
$229K -$2.22M -4,453 -91%
PRP
3237
Peak Retirement Planning
Ohio
$228K +$222K +445 New
VCP
3238
Vista Capital Partners
Oregon
$228K +$9.47K +19 +4%
1WM
3239
1900 Wealth Management
Texas
$228K +$221K +444 New
RF
3240
RHS Financial
California
$228K +$221K +443 New
BFS
3241
BridgePort Financial Solutions
Iowa
$227K +$12.5K +25 +6%
HG
3242
Harbor Group
New Hampshire
$227K – – –
SA
3243
Stewardship Advisors
Pennsylvania
$226K -$258K -517 -54%
1CP
3244
1015 Capital Partners
Pennsylvania
$226K -$22.9K -46 -9%
EWA
3245
Evolution Wealth Advisors
Florida
$226K -$9.97K -20 -4%
BFWA
3246
Benchmark Financial Wealth Advisors
Florida
$225K -$46.4K -93 -18%
SIAP
3247
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$225K – – –
AFAS
3248
Acorn Financial Advisory Services
Virginia
$225K -$5.49K -11 -2%
PIMG
3249
Patriot Investment Management Group
Tennessee
$224K – – –
WCM
3250
Warburton Capital Management
Oklahoma
$224K -$499 -1 -0.2%
128 129
130
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