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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2726
Redhawk Wealth Advisors
Minnesota
$389K +$335K +1,356 New
ONST
2727
Old North State Trust
North Carolina
$389K +$1.23K +5 +0.4%
MPW
2728
Monterey Private Wealth
California
$389K -$38.5K -156 -10%
HCM
2729
Hilton Capital Management
New York
$388K +$334K +1,353 New
WA
2730
Wealthstream Advisors
New York
$388K +$334K +1,352 New
AWA
2731
Acorn Wealth Advisors
Michigan
$388K – – –
DSCM
2732
Del-Sette Capital Management
New York
$387K -$2.22K -9 -0.7%
VAFP
2733
Vahanian & Associates Financial Planning
New York
$386K +$332K +1,345 New
MAM
2734
Milestone Asset Management
Pennsylvania
$383K -$30.1K -122 -8%
FUBT
2735
First United Bank & Trust
Maryland
$382K -$7.4K -30 -2%
JDR
2736
Jay D. Rosenbaum
$382K – – –
BFW
2737
Brady Family Wealth
Missouri
$381K -$247 -1 -0.1%
TFO
2738
Tarbox Family Office
California
$381K – – –
V
2739
ViaWealth
Kansas
$381K -$11.1K -45 -3%
BA
2740
Bellwether Advisors
Nebraska
$380K +$294K +1,192 +896%
BWM
2741
Baystate Wealth Management
Massachusetts
$379K +$41K +166 +14%
CCM
2742
Conway Capital Management
California
$379K +$326K +1,320 New
LF
2743
Lantz Financial
Illinois
$378K +$79K +320 +32%
TFA
2744
Trinity Financial Advisors
Ohio
$377K +$324K +1,315 New
YWM
2745
Yoder Wealth Management
California
$377K – – –
TF
2746
Tompkins Financial
New York
$376K – – –
MFWP
2747
Mosaic Family Wealth Partners
Missouri
$375K -$45.4K -184 -12%
TCWA
2748
Ten Capital Wealth Advisors
Washington
$375K +$112K +452 +53%
PFA
2749
Pathway Financial Advisors
Vermont
$375K – – –
HNW
2750
High Note Wealth
Minnesota
$375K – – –
108 109
110
111 112