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Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
3026
Heritage Investment Group
Florida
$596K +$238K +598 +73%
EFG
3027
Elevated Financial Group
Indiana
$595K +$3.98K +10 +0.7%
BIA
3028
Biondo Investment Advisors
Pennsylvania
$595K +$39.8K +100 +8%
BAWC
3029
Boyce & Associates Wealth Consulting
Texas
$595K -$66.4K -167 -11%
NWM
3030
Nolet Wealth Management
Texas
$594K +$1.99K +5 +0.4%
BB
3031
Berkshire Bank
Massachusetts
$593K – – –
IASG
3032
Investment Advisory Services Group
Florida
$592K -$8.35K -21 -1%
SIA
3033
SGL Investment Advisors
Montana
$591K +$116K +292 +20%
HNW
3034
High Note Wealth
Minnesota
$591K – – –
HPBT
3035
Hickory Point Bank & Trust
Illinois
$589K – – –
AIFS
3036
A&I Financial Services
Colorado
$589K -$795 -2 -0.1%
CI
3037
Cherokee Insurance
Michigan
$589K – – –
FDCP
3038
Foster Dykema Cabot & Partners
Massachusetts
$588K – – –
WCA
3039
Westover Capital Advisors
Delaware
$588K -$56.5K -142 -9%
RBWA
3040
RFG - Bristol Wealth Advisors
Massachusetts
$588K – – –
DAM
3041
Doheny Asset Management
California
$587K -$9.15K -23 -2%
BFAG
3042
Blackston Financial Advisory Group
Florida
$586K +$27.4K +69 +5%
BLWM
3043
Bucket List Wealth Management
Florida
$585K -$191K -480 -26%
HC
3044
Hurley Capital
New York
$585K -$10.7K -27 -2%
BFPW
3045
BOK Financial Private Wealth
Colorado
$585K +$28.2K +71 +5%
RFN
3046
Redwood Financial Network
Ohio
$584K – – –
FF
3047
Francis Financial
$582K +$23.9K +60 +5%
RA
3048
Rational Advisors
New York
$582K -$984K -2,473 -64%
TH
3049
TCTC Holdings
Texas
$582K +$278K +700 +102%
OC
3050
Optima Capital
Oregon
$582K +$2.39K +6 +0.4%
120 121
122
123 124