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STX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFGAS
1301
Allegiance Financial Group Advisory Services
Virginia
$553K +$437K +573 New
AL
1302
ARWA LLC
Texas
$548K +$561K +735 New
WA
1303
Wealth Architects
California
$546K -$33.6K -44 -7%
BWA
1304
Basecamp Wealth Advisors
Washington
$545K +$4.58K +6 +1%
CA
1305
Claris Advisors
Missouri
$543K – – –
MFG
1306
Mission Financial Group
Nevada
$543K +$429K +563 New
ACM
1307
AlphaStar Capital Management
North Carolina
$539K +$426K +559 New
CTC
1308
Central Trust Company
Missouri
$535K +$763 +1 +0.2%
LNB
1309
Ledyard National Bank
$535K +$423K +554 New
GA
1310
Greenspring Advisors
Maryland
$534K +$422K +553 New
BM
1311
Berman McAleer
Maryland
$533K -$83.1K -109 -16%
MWP
1312
Meredith Wealth Planning
Illinois
$533K – – –
LWA
1313
Lifelong Wealth Advisors
Minnesota
$530K -$1.49M -1,951 -78%
TFA
1314
Transamerica Financial Advisors
Florida
$527K +$353K +463 +558%
HIC
1315
Holderness Investments Company
North Carolina
$525K – – –
EW
1316
Elyxium Wealth
California
$524K +$414K +543 New
SVCP
1317
Silicon Valley Capital Partners
California
$524K +$394K +517 +1,988%
SWGC
1318
Summit Wealth Group (Colorado)
Colorado
$522K +$413K +541 New
PWA
1319
Primoris Wealth Advisors
Florida
$520K +$411K +539 New
FOA
1320
Five Oceans Advisors
California
$519K +$763 +1 +0.2%
FPCP
1321
Fort Point Capital Partners
California
$519K -$65.6K -86 -14%
KOCAA
1322
Knights of Columbus Asset Advisors
Connecticut
$518K +$410K +537 New
ATS
1323
Ashton Thomas Securities
New York
$518K +$419K +549 New
CSB
1324
City State Bank
Iowa
$515K -$106K -139 -21%
LWA
1325
LifeGoal Wealth Advisors
New York
$515K +$407K +534 New
51 52
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