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Name Holding Trade Value Shares
Change 		Change in
Stake
AZ
1326
Alpha Zero
Florida
$273K +$17.7K +73 +7%
SIM
1327
Sentry Investment Management
Wisconsin
$273K -$76.7K -317 -21%
II
1328
Impact Investors
California
$272K +$242 +1 +0.1%
WA
1329
WESPAC Advisors
California
$272K – – –
LA
1330
LVW Advisors
New York
$271K +$39K +161 +17%
SQA
1331
Simon Quick Advisors
New Jersey
$271K +$274K +1,132 New
PWG
1332
Portside Wealth Group
Utah
$270K -$12.1K -50 -4%
SAM
1333
Summit Asset Management
Tennessee
$270K – – –
CWM
1334
Cornerstone Wealth Management
Missouri
$270K +$14.8K +61 +6%
CT
1335
Chicago Trust
Illinois
$270K +$64.1K +265 +31%
SA
1336
Stewardship Advisors
Pennsylvania
$269K +$4.84K +20 +2%
AWM
1337
Avior Wealth Management
Nebraska
$267K +$34.9K +144 +15%
CPWA
1338
Cerro Pacific Wealth Advisors
California
$265K -$5.81K -24 -2%
BOJHT
1339
Bank of Jackson Hole Trust
Wyoming
$265K +$267K +1,105 New
NFSG
1340
Newbridge Financial Services Group
Florida
$263K +$726 +3 +0.3%
IC
1341
Inscription Capital
Texas
$262K +$265K +1,096 New
CWP
1342
Core Wealth Partners
California
$261K +$242 +1 +0.1%
MSRI
1343
Michael S. Ryan Inc
New York
$260K – – –
WPW
1344
Watershed Private Wealth
Illinois
$258K – – –
BTWM
1345
Brass Tax Wealth Management
Ohio
$257K +$484 +2 +0.2%
NRC
1346
New Republic Capital
North Carolina
$257K +$11.6K +48 +5%
SC
1347
SummitTX Capital
Texas
$257K -$337K -1,392 -56%
CAI
1348
Capital Advisors Inc
Oklahoma
$255K -$470K -1,942 -65%
SWP
1349
Strategic Wealth Partners
Ohio
$254K -$1.72M -7,107 -87%
CFGW
1350
Chancellor Financial Group WB
Pennsylvania
$252K – – –
52 53
54
55 56