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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
926
Harbor Investment Advisory
Maryland
$31.5K +$30K +147 New
CCM
927
Cloud Capital Management
Washington
$31K +$30K +147 New
WC
928
Wexford Capital
Florida
$30K +$28.6K +140 New
OWP
929
ORG Wealth Partners
Texas
$29.8K +$14.3K +70 +101%
PWAM
930
Private Wealth Asset Management
Iowa
$29.6K – – –
AAG
931
Armstrong Advisory Group
Massachusetts
$28.8K +$1.84K +9 +7%
ZBNA
932
Zions Bancorporation, National Association
Utah
$28.5K -$3.06K -15 -10%
CIAS
933
CBIZ Investment Advisory Services
Ohio
$28.3K – – –
EDRH
934
Edmond de Rothschild Holding
Switzerland
$28.3K – – –
WIM
935
Westside Investment Management
California
$28.2K +$13.3K +65 +100%
GWSG
936
GPS Wealth Strategies Group
Colorado
$27.7K – – –
WAG
937
Wiser Advisor Group
Arizona
$26K +$24.7K +121 New
CMBA
938
C.M. Bidwell & Associates
Hawaii
$26K – – –
PWA
939
Physician Wealth Advisors
Utah
$25.5K +$21.2K +104 +693%
FFO
940
Fortitude Family Office
Arizona
$24.2K – – –
SC
941
SouthState Corp
Florida
$24K -$25.7K -126 -53%
AW
942
Avion Wealth
Texas
$24K +$1.02K +5 +5%
BCM
943
Berbice Capital Management
New York
$22.5K – – –
CAL
944
Capital Analysts LLC
Pennsylvania
$22K +$21K +103 New
TFA
945
Transamerica Financial Advisors
Florida
$21.7K +$20.6K +101 New
AA
946
Addison Advisors
Vermont
$21.5K -$1.43K -7 -7%
CFFP
947
Center for Financial Planning
Michigan
$21.5K – – –
IWM
948
Inlight Wealth Management
Georgia
$21.5K – – –
PWA
949
Provenance Wealth Advisors
Florida
$21.5K +$20.4K +100 New
CIA
950
Cape Investment Advisory
Georgia
$20K +$2.86K +14 +18%
36 37
38
39 40