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Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1101
Alpha Family Trust
California
$325K +$282K +2,820 New
AFS
1102
Anderson Financial Strategies
Ohio
$323K – – –
GITFIT
1103
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$323K +$65K +650 +30%
MCA
1104
Magnolia Capital Advisors
Mississippi
$323K +$1K +10 +0.4%
SF
1105
Seros Financial
Arizona
$321K +$50K +500 +22%
FI
1106
FWG Investments
Kentucky
$320K +$277K +2,773 New
FAM
1107
Formidable Asset Management
Ohio
$320K – – –
PFWA
1108
Paces Ferry Wealth Advisors
Georgia
$320K -$4.7K -47 -2%
SC
1109
SouthState Corp
Florida
$319K +$9.9K +99 +4%
FPCP
1110
Fort Point Capital Partners
California
$319K -$1K -10 -0.4%
BTI
1111
Blue Trust Inc
Georgia
$318K +$38K +380 +16%
HWAM
1112
Hennion & Walsh Asset Management
New Jersey
$318K +$276K +2,758 New
KA
1113
Kozak & Associates
Colorado
$317K +$53.4K +534 +24%
FG
1114
Fairman Group
Pennsylvania
$317K – – –
VAG
1115
VisionPoint Advisory Group
Texas
$317K +$275K +2,745 New
IIA
1116
IPG Investment Advisors
California
$316K -$1.68M -16,819 -86%
YIA
1117
YHB Investment Advisors
Connecticut
$315K +$500 +5 +0.2%
HCM
1118
Hollencrest Capital Management
California
$314K – – –
GA
1119
Goldstein Advisors
Wisconsin
$314K +$272K +2,721 New
MF
1120
Manchester Financial
California
$313K – – –
RBFC
1121
Roman Butler Fullerton & Co
Missouri
$313K +$251K +2,514 New
VBFG
1122
Vishria Bird Financial Group
Tennessee
$313K – – –
PMWMG
1123
Parr McKnight Wealth Management Group
Minnesota
$311K +$400 +4 +0.1%
PWPS
1124
Pinnacle Wealth Planning Services
Ohio
$311K +$40.6K +406 +18%
MWM
1125
Modera Wealth Management
New Jersey
$309K +$38.9K +389 +17%
43 44
45
46 47