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Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
2551
Heritage Oak Wealth Advisors
Florida
$532K +$109K +960 +32%
AWP
2552
Astra Wealth Partners
New Jersey
$530K +$22.6K +200 +5%
WMA
2553
William Mack & Associates
Michigan
$529K -$3.39K -30 -0.8%
CS
2554
Cannell & Spears
New York
$529K +$191K +1,690 +75%
HWA
2555
HMV Wealth Advisors
Louisiana
$528K +$6.78K +60 +2%
1SB
2556
1ST Source Bank
Indiana
$528K +$62.2K +550 +16%
PIA
2557
Powell Investment Advisors
Florida
$526K – – –
CA
2558
CSM Advisors
Pennsylvania
$526K +$11.3K +100 +3%
HFS
2559
Hopwood Financial Services
Virginia
$525K -$11.3K -100 -2%
TNB
2560
Thomasville National Bank
Georgia
$525K -$4.52K -40 -1%
FPL
2561
Fortress Private Ledger
North Carolina
$524K +$161K +1,420 +57%
ACGA
2562
Atlanta Consulting Group Advisors
Georgia
$522K -$83.7K -740 -16%
LF
2563
Lantz Financial
Illinois
$522K -$10.2K -90 -2%
PIMG
2564
Patriot Investment Management Group
Tennessee
$521K -$31.7K -280 -7%
DIP
2565
DT Investment Partners
Pennsylvania
$521K – – –
PMG
2566
Private Management Group
California
$521K +$440K +3,890 New
RFG
2567
REAP Financial Group
Texas
$520K +$54.3K +480 +14%
BFPW
2568
BOK Financial Private Wealth
Colorado
$518K +$422K +3,730 +2,664%
EWS
2569
Evergreen Wealth Solutions
Pennsylvania
$518K -$76.9K -680 -15%
GG
2570
Greenwood Gearhart
Arkansas
$518K -$18.1K -160 -4%
SWM
2571
Selective Wealth Management
Virginia
$518K +$22.6K +200 +5%
CPWM
2572
Cypress Point Wealth Management
Texas
$517K +$12.4K +110 +3%
CWAF
2573
Core Wealth Advisors (Florida)
Florida
$517K +$168K +1,490 +63%
VIP
2574
Vista Investment Partners
Oklahoma
$516K -$3.39K -30 -0.8%
UW
2575
Unique Wealth
Florida
$514K +$3.39K +30 +0.8%
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