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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
4826
HFG Advisors
Ohio
$232K +$260K +406 New
CWP
4827
Corepath Wealth Partners
Arizona
$232K – – –
AA
4828
Alpha Advisors
Virginia
$232K +$27.6K +43 +12%
VWS
4829
Virtus Wealth Solutions
New Jersey
$232K +$42.9K +67 +20%
PS
4830
Pinney & Scofield
Massachusetts
$232K – – –
IAA
4831
Ironsides Asset Advisors
North Carolina
$231K – – –
KIC
4832
Keating Investment Counselors
Florida
$231K -$63.4K -99 -20%
KFSN
4833
Keystone Financial Services (Nebraska)
Nebraska
$231K +$7.69K +12 +3%
SRC
4834
Shufro Rose & Co
New York
$231K -$20.5K -32 -7%
TWD
4835
True Wealth Design
Ohio
$231K +$12.8K +20 +5%
NS
4836
Northland Securities
Minnesota
$231K -$39.7K -62 -13%
FBC
4837
Fairfield, Bush & Co
Connecticut
$229K -$258K -403 -50%
RCM
4838
Ravenstone Capital Management
$229K -$128K -200 -33%
MWA
4839
Miller Wealth Advisors
Colorado
$229K – – –
DIP
4840
Davis Investment Partners
North Carolina
$228K +$36.5K +57 +17%
PF
4841
Penney Financial
Texas
$228K +$9.61K +15 +4%
MPW
4842
MA Private Wealth
California
$228K +$255K +398 New
BWA
4843
Boulder Wealth Advisors
Colorado
$227K -$16.7K -26 -6%
AFW
4844
Atlantic Family Wealth
Florida
$227K +$34K +53 +15%
RTC
4845
Riverview Trust Company
Washington
$227K -$120K -188 -32%
MPCL
4846
My Personal CFO LLC
Washington
$225K -$642K -1,001 -72%
KGP
4847
Keystone Global Partners
Colorado
$225K – – –
JE
4848
JMAC Enterprises
Pennsylvania
$225K +$28.8K +45 +13%
FFWA
4849
FRG Family Wealth Advisors
Washington
$225K +$253K +394 New
AWA
4850
AmeriServ Wealth Advisors
Pennsylvania
$225K -$26.3K -41 -9%
192 193
194
195 196