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Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
1326
Old Port Advisors
Maine
$235K -$22.9K -108 -9%
TSS
1327
Two Sigma Securities
New York
$235K -$1.24M -5,827 -83%
PFG
1328
PAX Financial Group
Texas
$234K -$42K -198 -15%
GTWM
1329
Global Trust Wealth Management
Florida
$233K +$244K +1,149 New
CPA
1330
Capital Planning Advisors
California
$233K -$17.4K -82 -7%
SQA
1331
Simon Quick Advisors
New Jersey
$233K +$2.97K +14 +1%
SA
1332
Stewardship Advisors
Pennsylvania
$232K +$4.45K +21 +2%
CPWA
1333
Cerro Pacific Wealth Advisors
California
$231K +$6.78K +32 +3%
AWM
1334
Avior Wealth Management
Nebraska
$231K +$4.66K +22 +2%
II
1335
Impact Investors
California
$231K – – –
RWM
1336
Riverbend Wealth Management
South Carolina
$231K +$42.2K +199 +21%
MCM
1337
Manchester Capital Management
Vermont
$230K +$29.7K +140 +14%
SAM
1338
Summit Asset Management
Tennessee
$229K – – –
RYIA
1339
Roehl & Yi Investment Advisors
Oregon
$228K -$112K -529 -32%
3IP
1340
3Chopt Investment Partners
Virginia
$226K +$236K +1,115 New
IWA
1341
Icon Wealth Advisors
Texas
$226K +$42.2K +199 +22%
BMCM
1342
Bryn Mawr Capital Management
Pennsylvania
$225K -$108K -509 -31%
LSPW
1343
Lake Street Private Wealth
Illinois
$225K -$10.8K -51 -4%
1M
1344
1248 Management
Missouri
$225K -$651K -3,072 -73%
TWM
1345
TCFG Wealth Management
California
$225K +$22.9K +108 +11%
EWA
1346
Eagle Wealth Advisors
Connecticut
$225K +$234K +1,106 New
CPA
1347
Capital Performance Advisors
California
$224K -$51.7K -244 -18%
CA
1348
CoreCap Advisors
Michigan
$223K -$25.9K -122 -10%
FHA
1349
Flagship Harbor Advisors
Massachusetts
$223K -$529K -2,496 -69%
AWP
1350
Abacus Wealth Partners
California
$222K +$232K +1,094 New
52 53
54
55 56