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Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
2876
Blue Zone Wealth Advisors
California
$337K -$3.52K -40 -1%
CSA
2877
Cottage Street Advisors
Massachusetts
$337K -$159K -1,800 -34%
NI
2878
NCP Inc
California
$337K -$417K -4,737 -58%
MMH
2879
Menora Mivtachim Holdings
Israel
$337K -$91.2M -1,035,150 -100%
WWM
2880
Wolff Wiese Magana
California
$337K -$446K -5,063 -59%
BCM
2881
Birch Capital Management
Texas
$337K – – –
CG
2882
Clarus Group
Texas
$337K – – –
E3F
2883
Eight 31 Financial
Texas
$337K – – –
MWM
2884
Mattern Wealth Management
Kansas
$337K – – –
VPF
2885
Vantage Point Financial
Illinois
$337K +$11.8K +134 +4%
HOWA
2886
Heritage Oak Wealth Advisors
Florida
$336K +$44.8K +508 +17%
TCM
2887
Towercrest Capital Management
Pennsylvania
$336K +$6.17K +70 +2%
LWA
2888
Legacy Wealth Advisors
Florida
$335K +$89.7K +1,018 +41%
CIA
2889
Caerus Investment Advisors
Texas
$334K +$38.9K +441 +15%
CWMP
2890
Clarion Wealth Managment Partners
Virginia
$334K – – –
BW
2891
Blalock Williams
Alabama
$333K +$73.9K +839 +32%
WA
2892
Westfuller Advisors
New York
$333K -$20.6K -234 -6%
DIM
2893
Delta Investment Management
California
$332K +$29.3K +333 +11%
MWP
2894
Meridian Wealth Partners
Pennsylvania
$332K +$21.7K +246 +8%
CWAF
2895
Core Wealth Advisors (Florida)
Florida
$332K -$43.6K -495 -13%
AWA
2896
Aquire Wealth Advisors
Utah
$331K +$27K +306 +10%
RF
2897
Rossby Financial
Florida
$331K +$203K +2,305 +198%
OFW
2898
Omnia Family Wealth
Florida
$331K -$96.5K -1,095 -24%
FSA
2899
Financial Security Advisor
Virginia
$331K -$8.81K -100 -3%
WKWM
2900
Walter & Keenan Wealth Management
Indiana
$331K +$43.9K +498 +17%
114 115
116
117 118