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Name Holding Trade Value Shares
Change 		Change in
Stake
PHWA
3051
Petersen Hastings Wealth Advisors
Washington
$528K +$326K +791 +126%
DAM
3052
Doheny Asset Management
California
$527K -$72.1K -175 -11%
W
3053
WorthPointe
California
$527K -$14.8K -36 -2%
HC
3054
Hurley Capital
New York
$527K +$175K +424 +43%
BFWA
3055
Benchmark Financial Wealth Advisors
Florida
$526K -$118K -287 -17%
TIM
3056
Tortoise Investment Management
New York
$526K +$72.5K +176 +14%
GRA
3057
Golden Road Advisors
Florida
$526K +$60.1K +146 +12%
CAG
3058
Curtis Advisory Group
California
$525K – – –
RT
3059
Rockland Trust
Massachusetts
$525K -$21K -51 -3%
NFP
3060
Narus Financial Partners
Utah
$525K -$134K -326 -19%
FWM
3061
Fonville Wealth Management
Virginia
$524K +$68K +165 +13%
BB
3062
Berkshire Bank
Massachusetts
$524K – – –
LRWM
3063
Lord & Richards Wealth Management
Colorado
$523K -$18.1K -44 -3%
WWA
3064
Wealth Watch Advisors
Colorado
$523K +$183K +444 +46%
NWM
3065
Nolet Wealth Management
Texas
$523K -$2.47K -6 -0.4%
EFG
3066
Elevated Financial Group
Indiana
$522K +$19.4K +47 +3%
HNW
3067
High Note Wealth
Minnesota
$522K +$9.47K +23 +2%
AIFS
3068
A&I Financial Services
Colorado
$521K +$23.5K +57 +4%
HPBT
3069
Hickory Point Bank & Trust
Illinois
$521K +$23.9K +58 +4%
AFGAS
3070
Allegiance Financial Group Advisory Services
Virginia
$520K -$25.5K -62 -4%
CI
3071
Cherokee Insurance
Michigan
$520K – – –
UAM
3072
Unifi Asset Management
New York
$520K +$577K +1,400 New
FDCP
3073
Foster Dykema Cabot & Partners
Massachusetts
$520K -$59.3K -144 -9%
DJSG
3074
D.J. St. Germain
Massachusetts
$519K -$248K -602 -30%
RBWA
3075
RFG - Bristol Wealth Advisors
Massachusetts
$519K – – –
121 122
123
124 125