Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
1876
Blue Zone Wealth Advisors
California
$333K +$14K +72 +4%
MWM
1877
Mascagni Wealth Management
Mississippi
$332K – – –
FC
1878
FCA Corp
Texas
$332K – – –
CPL
1879
Corecam Pte Ltd
$332K +$389K +2,000 New
MFA
1880
Morling Financial Advisors
California
$332K +$156K +804 +67%
AWA
1881
Aletheian Wealth Advisors
Washington
$332K -$50.5K -260 -12%
MPW
1882
Monterey Private Wealth
California
$330K -$12.6K -65 -3%
MCM
1883
Monarch Capital Management
Indiana
$329K – – –
PIN
1884
Prudent Investors Network
California
$329K -$6.8K -35 -2%
SIG
1885
Sky Investment Group
Connecticut
$327K -$19.4K -100 -5%
WAS
1886
Winch Advisory Services
Wisconsin
$327K +$61.6K +317 +19%
AIMA
1887
Ables Iannone Moore & Associates
Georgia
$327K +$383K +1,969 New
AAG
1888
Armstrong Advisory Group
Massachusetts
$327K – – –
CFB
1889
Cullen/Frost Bankers
Texas
$326K +$131K +673 +52%
KAS
1890
KPP Advisory Services
Kentucky
$326K +$142K +730 +59%
CWS
1891
Cypress Wealth Services
California
$326K -$583 -3 -0.2%
BCM
1892
Becker Capital Management
Oregon
$326K – – –
ABTD
1893
Arvest Bank Trust Division
Oklahoma
$325K -$5.64K -29 -1%
HCM
1894
Hollencrest Capital Management
California
$324K -$284K -1,461 -43%
PA
1895
Probity Advisors
Texas
$323K -$19.2K -99 -5%
AWC
1896
Adamsbrown Wealth Consultants
Kansas
$323K +$378K +1,946 New
PCA
1897
Prosperity Capital Advisors
Ohio
$322K +$2.33K +12 +0.6%
BONST
1898
Bank of Nova Scotia Trust
Ontario, Canada
$320K -$380K -1,955 -50%
GSWA
1899
Good Steward Wealth Advisors
Tennessee
$320K +$374K +1,926 New
LI
1900
LRI Investments
Florida
$319K -$187K -961 -33%