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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2876
Clear Point Advisors
New York
$512K +$23.2K +72 +6%
MIA
2877
MMBG Investment Advisors
Florida
$511K -$73.7K -229 -15%
UWP
2878
Uniting Wealth Partners
Kansas
$510K +$406K +1,262 New
EA
2879
Echo45 Advisors
California
$509K +$14.2K +44 +4%
DJSG
2880
D.J. St. Germain
Massachusetts
$508K +$29K +90 +8%
AWM
2881
Accel Wealth Management
Iowa
$508K +$51.2K +159 +14%
WT
2882
Washington Trust
Rhode Island
$507K +$39.6K +123 +11%
KDA
2883
Kraft Davis & Associates
Missouri
$507K -$11.9K -37 -2%
OHIS
2884
Oak Harvest Investment Services
Texas
$506K +$10.6K +33 +3%
AWP
2885
Axis Wealth Partners
Rhode Island
$506K +$403K +1,252 New
VCM
2886
Vision Capital Management
Oregon
$506K -$328K -1,020 -45%
SIM
2887
Synergy Investment Management
Florida
$506K +$403K +1,252 New
CMBA
2888
C.M. Bidwell & Associates
Hawaii
$505K +$398K +1,238 +9,523%
SDAM
2889
Shulman DeMeo Asset Management
New York
$504K -$264K -819 -40%
AFO
2890
Arrowroot Family Office
California
$504K -$4.5K -14 -1%
BFPW
2891
BOK Financial Private Wealth
Colorado
$504K +$16.1K +50 +4%
IPA
2892
Investment Planning Advisors
Georgia
$504K +$401K +1,247 New
NIA
2893
NBZ Investment Advisors
Tennessee
$503K +$401K +1,246 New
DWM
2894
DKM Wealth Management
California
$503K +$401K +1,245 New
EBT
2895
Enterprise Bank & Trust
Massachusetts
$502K -$24.8K -77 -6%
RMAM
2896
Raab & Moskowitz Asset Management
New Jersey
$500K -$7.72K -24 -2%
HWM
2897
Hobbs Wealth Management
Indiana
$500K +$398K +1,237 New
PCA
2898
Peddock Capital Advisors
Massachusetts
$498K – – –
FH
2899
Financial Harvest
Florida
$498K +$396K +1,232 New
PIAS
2900
PCA Investment Advisory Services
Ohio
$497K -$142K -440 -26%
114 115
116
117 118