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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1601
Ballast Advisors
Minnesota
$1.35M -$65.7K -197 -4%
SRA
1602
Secured Retirement Advisors
Minnesota
$1.35M +$805K +2,416 +86%
IPW
1603
Impact Partnership Wealth
Georgia
$1.35M +$79.7K +239 +5%
RZH
1604
Relyea Zuckerberg Hanson
Connecticut
$1.35M -$275K -824 -14%
HNWAG
1605
High Net Worth Advisory Group
Florida
$1.35M +$130K +389 +8%
WP
1606
Westmount Partners
California
$1.35M +$357K +1,071 +26%
WRPWM
1607
Werba Rubin Papier Wealth Management
California
$1.35M -$154K -461 -8%
FI
1608
FIDELIS iM
Oregon
$1.34M +$63.3K +190 +4%
WPW
1609
Waldron Private Wealth
Pennsylvania
$1.34M -$3.73M -11,181 -68%
PA
1610
Paragon Advisors
Texas
$1.34M +$14.7K +44 +0.9%
SFA
1611
Souders Financial Advisors
Ohio
$1.34M -$63.3K -190 -4%
SP
1612
Stonebrook Private
Michigan
$1.34M +$607K +1,820 +54%
UBP
1613
Union Bancaire Privee
Switzerland
$1.34M -$562K -1,685 -24%
WF
1614
Welch & Forbes
Massachusetts
$1.34M +$72.7K +218 +4%
FC
1615
Fairscale Capital
New Hampshire
$1.34M -$19K -57 -1%
LW
1616
Libra Wealth
California
$1.33M +$64.3K +193 +4%
NSAM
1617
North Star Asset Management
Wisconsin
$1.33M +$333 +1 +0%
GA
1618
Guerra Advisors
Florida
$1.33M +$222K +665 +15%
PPWM
1619
Paragon Private Wealth Management
Kentucky
$1.33M +$62.7K +188 +4%
DP
1620
DDD Partners
Washington
$1.33M -$617K -1,852 -27%
MFC
1621
Mechanics Financial Corp
Ohio
$1.33M -$80K -240 -4%
SAM
1622
Satovsky Asset Management
New York
$1.33M – – –
APW
1623
Austin Private Wealth
Texas
$1.33M +$680K +2,040 +66%
AWA
1624
Alta Wealth Advisors
Massachusetts
$1.33M -$719K -2,156 -30%
DFG
1625
Delta Financial Group
New Jersey
$1.32M -$44.7K -134 -3%
63 64
65
66 67