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STX

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1201
Intellus Advisors
Florida
$224K +$218K +571 New
CFD
1202
Creative Financial Designs
Indiana
$222K +$30.9K +81 +17%
CA
1203
Claris Advisors
Missouri
$221K +$215K +563 New
CSP
1204
Cary Street Partners
Virginia
$220K +$12.2K +32 +6%
MSFS
1205
Main Street Financial Solutions
Pennsylvania
$220K +$214K +562 New
FWP
1206
Flatrock Wealth Partners
California
$220K +$214K +561 New
MVF
1207
Markin Volterra Fund
New York
$220K +$214K +561 New
VI
1208
VectorGlobal IAG
Florida
$219K +$214K +560 New
BWA
1209
Basecamp Wealth Advisors
Washington
$219K +$21K +55 +11%
ICP
1210
Interchange Capital Partners
Pennsylvania
$218K -$81.7K -214 -25%
CCM
1211
Cloud Capital Management
Washington
$218K +$212K +556 New
MA
1212
MONECO Advisors
Connecticut
$218K +$212K +555 New
TMWM
1213
Taylor & Morgan Wealth Management
Michigan
$217K +$211K +554 New
CTC
1214
Central Trust Company
Missouri
$217K – – –
AAM
1215
Aureus Asset Management
Massachusetts
$217K +$211K +553 New
MWP
1216
Meredith Wealth Planning
Illinois
$216K +$211K +552 New
EP
1217
Edgestream Partners
New Jersey
$215K +$210K +550 New
PCM
1218
Perkins Capital Management
Minnesota
$215K +$210K +550 New
MPW
1219
Magnolia Private Wealth
Pennsylvania
$215K +$209K +549 New
HIC
1220
Holderness Investments Company
North Carolina
$213K +$208K +544 New
SL
1221
Summitry LLC
California
$211K +$206K +539 New
SW
1222
SlateStone Wealth
Florida
$211K +$206K +539 New
FOA
1223
Five Oceans Advisors
California
$210K +$205K +537 New
HAG
1224
HighPoint Advisor Group
Illinois
$209K -$573K -1,501 -74%
BAM
1225
Belpointe Asset Management
Nevada
$208K +$203K +531 New
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