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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1751
Physician Wealth Advisors
Utah
$263K +$20.6K +244 +8%
CW
1752
Code Waechter
Florida
$263K +$25.6K +304 +11%
MCM
1753
Mainstream Capital Management
California
$263K +$263K +3,121 New
PWC
1754
Pathfinder Wealth Consulting
North Carolina
$262K +$262K +3,106 New
PC
1755
PCB Capital
New Jersey
$261K +$262K +3,105 New
LA
1756
LVW Advisors
New York
$261K +$17K +201 +7%
FFBTD
1757
First Financial Bank - Trust Division
Ohio
$261K -$337 -4 -0.1%
ATC
1758
Adirondack Trust Company
New York
$261K -$10.7K -127 -4%
PF
1759
Phoenix Financial
Israel
$260K +$260K +3,086 New
GRWP
1760
Green Ridge Wealth Planning
New Jersey
$259K +$259K +3,076 New
WW
1761
Westshore Wealth
California
$259K -$83.3K -988 -24%
PFWA
1762
Paces Ferry Wealth Advisors
Georgia
$258K -$76.2K -903 -23%
AAM
1763
Aureus Asset Management
Massachusetts
$258K -$79K -936 -23%
GCM
1764
Gables Capital Management
Florida
$258K – – –
SWA
1765
SOA Wealth Advisors
New York
$258K -$20.6K -244 -7%
FWI
1766
Facet Wealth Inc
Maryland
$257K +$228K +2,698 New
MFT
1767
Moisand Fitzgerald Tamayo
Florida
$257K – – –
IIC
1768
Integrated Investment Consultants
Michigan
$256K -$79.5K -942 -24%
AP
1769
Anchyra Partners
Georgia
$256K +$256K +3,038 New
CP
1770
Covenant Partners
Tennessee
$255K – – –
PCI
1771
Planning Center Inc
Illinois
$255K -$29.7K -352 -10%
HFS
1772
Hopwood Financial Services
Virginia
$255K – – –
BOH
1773
Bank of Hawaii
Hawaii
$255K +$4.05K +48 +2%
TWP
1774
Tyche Wealth Partners
Texas
$255K +$253 +3 +0.1%
3IP
1775
3Chopt Investment Partners
Virginia
$255K -$111K -1,310 -30%
69 70
71
72 73