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Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
776
Blue Zone Wealth Advisors
California
$218K +$200K +4,550 New
WAG
777
Winthrop Advisory Group
Massachusetts
$218K +$200K +4,540 New
HIMC
778
Heritage Investors Management Corp
Maryland
$216K +$198K +4,500 New
AMM
779
American Money Management
California
$215K +$197K +4,480 New
CCFM
780
Clear Creek Financial Management
Washington
$215K +$197K +4,478 New
CNWM
781
Clay Northam Wealth Management
California
$213K +$196K +4,450 New
VT
782
Vise Technologies
New York
$212K +$195K +4,422 New
CCA
783
Conservest Capital Advisors
Pennsylvania
$212K +$194K +4,420 New
CA
784
Clearstead Advisors
Ohio
$211K -$78.6K -1,787 -29%
WKSWA
785
White Knight Strategic Wealth Advisors
New Jersey
$210K +$193K +4,380 New
FFM
786
Forum Financial Management
Illinois
$209K -$93.2K -2,118 -33%
GT
787
Greenleaf Trust
Michigan
$209K +$191K +4,351 New
WAP
788
Wealthcare Advisory Partners
Pennsylvania
$208K +$191K +4,344 New
FCM
789
Fortis Capital Management
Washington
$208K +$191K +4,338 New
LA
790
LVW Advisors
New York
$208K +$191K +4,330 New
HWM
791
HB Wealth Management
Georgia
$207K +$190K +4,314 New
KLCM
792
KG&L Capital Management
Louisiana
$207K +$190K +4,310 New
LWM
793
Laidlaw Wealth Management
New York
$205K +$188K +4,281 New
IAP
794
Indie Asset Partners
Indiana
$204K +$187K +4,260 New
NFG
795
Nations Financial Group
Iowa
$203K +$187K +4,240 New
BC
796
Bridgefront Capital
Texas
$202K +$185K +4,215 New
AWAU
797
Alliance Wealth Advisors (Utah)
Utah
$201K +$184K +4,190 New
GPA
798
Garrison Point Advisors
California
$200K +$184K +4,180 New
PPWM
799
PFG Private Wealth Management
Florida
$196K +$180K +4,085 New
AF
800
Advisornet Financial
Minnesota
$195K -$7.04K -160 -4%
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