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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
776
Patton Fund Management
Texas
$231K +$216K +3,509 New
ZCA
777
Zeke Capital Advisors
Pennsylvania
$231K +$216K +3,512 New
HNWAG
778
High Net Worth Advisory Group
Florida
$230K -$51.9K -845 -19%
PIM
779
Perpetual Investment Management
Australia
$230K +$215K +3,500 New
SCA
780
Stokes Capital Advisors
South Carolina
$230K -$1.63M -26,491 -88%
NW
781
NewEdge Wealth
Pennsylvania
$228K -$27.6K -449 -11%
PTC
782
Private Trust Company
Ohio
$227K +$2.03K +33 +1%
PA
783
PFG Advisors
Arizona
$227K +$212K +3,451 New
RFN
784
RDA Financial Network
Iowa
$226K +$212K +3,442 New
RIA
785
Regal Investment Advisors
Michigan
$225K +$211K +3,431 New
WF
786
Welch & Forbes
Massachusetts
$224K +$210K +3,410 New
SIA
787
SkyView Investment Advisors
New Jersey
$224K +$209K +3,405 New
FCAG
788
First Capital Advisors Group
New Jersey
$224K +$209K +3,405 New
CAAS
789
Capital Asset Advisory Services
Michigan
$223K +$209K +3,395 New
CA
790
Clearstead Advisors
Ohio
$220K -$17.6K -287 -8%
VFA
791
Valeo Financial Advisors
Indiana
$219K +$205K +3,328 New
IFWM
792
Institute for Wealth Management
Colorado
$219K +$204K +3,326 New
SG
793
StoneX Group
New York
$218K +$204K +3,322 New
BCA
794
Bay Colony Advisors
Massachusetts
$216K +$202K +3,292 New
BWP
795
BSW Wealth Partners
Colorado
$214K +$200K +3,250 New
SAM
796
Strategy Asset Managers
California
$214K +$201K +3,264 New
FCM
797
Fourpath Capital Management
Oklahoma
$214K +$200K +3,255 New
BP
798
Ballentine Partners
Massachusetts
$214K +$200K +3,254 New
RFN
799
Redwood Financial Network
Ohio
$213K +$199K +3,236 New
MC
800
Mathes Company
New York
$212K -$33.8K -550 -15%
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