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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3301
Pin Oak Investment Advisors
Texas
$184K -$16.1K -28 -8%
FRA
3302
Front Row Advisors
California
$183K – – –
FC
3303
Fairscale Capital
New Hampshire
$182K – – –
ACM
3304
Aster Capital Management
United Arab Emirates
$181K -$1.69M -2,945 -90%
WTA
3305
Washington Trust Advisors
Massachusetts
$177K -$16.1K -28 -8%
SWA
3306
SOA Wealth Advisors
New York
$172K – – –
CFFP
3307
Center for Financial Planning
Michigan
$171K – – –
CAM
3308
Cacti Asset Management
Georgia
$170K – – –
BGAI
3309
Bruce G. Allen Investments
Colorado
$168K +$24.7K +43 +17%
SMFG
3310
Sumitomo Mitsui Financial Group
Japan
$168K -$204K -355 -55%
BOJHT
3311
Bank of Jackson Hole Trust
Wyoming
$167K +$7.47K +13 +5%
PGAM
3312
Princeton Global Asset Management
New Jersey
$167K +$58.6K +102 +53%
CC
3313
Corsicana & Co
Texas
$163K +$164K +286 New
CJ
3314
Caitlin John
Michigan
$160K +$161K +281 New
TLCM
3315
Twin Lakes Capital Management
California
$157K – – –
GC
3316
GFG Capital
Florida
$156K -$132K -229 -45%
MWA
3317
Medallion Wealth Advisors
Connecticut
$155K – – –
HIMS
3318
Hager Investment Management Services
New Hampshire
$154K – – –
RP
3319
Rowlandmiller & Partners
Georgia
$154K – – –
VWA
3320
VSM Wealth Advisory
Maryland
$153K – – –
FCT
3321
Family Capital Trust
Massachusetts
$152K +$154K +268 New
RA
3322
Rational Advisors
New York
$150K +$6.32K +11 +4%
EWP
3323
Elevation Wealth Partners
California
$146K +$27K +47 +22%
PCTC
3324
Perkins Coie Trust Company
Washington
$142K – – –
RFA
3325
Reyes Financial Architecture
California
$140K +$142K +247 New
131 132
133
134 135