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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2951
Kaizen Financial Strategies
California
$1.02M +$58.2K +167 +6%
APW
2952
Aventura Private Wealth
Florida
$1.02M +$24.4K +70 +3%
AWA
2953
Acorn Wealth Advisors
Michigan
$1.02M +$44.3K +127 +5%
TPW
2954
Transatlantique Private Wealth
New York
$1.01M -$95.9K -275 -9%
ASBI
2955
American State Bank (Iowa)
Iowa
$1.01M +$5.92K +17 +0.6%
GAM
2956
Gemmer Asset Management
California
$1.01M -$157K -449 -14%
BC
2957
Belmont Capital
California
$1.01M +$288K +827 +41%
SF
2958
Seek First
California
$1.01M +$6.27K +18 +0.6%
CHP
2959
Castle Hook Partners
New York
$1.01M +$993K +2,849 New
MHC
2960
May Hill Capital
Massachusetts
$1.01M +$54.7K +157 +6%
BWM
2961
Blossom Wealth Management
California
$1.01M +$13.9K +40 +1%
COCM
2962
Charter Oak Capital Management
New Hampshire
$1.01M +$259K +742 +35%
KWM
2963
KFG Wealth Management
Indiana
$1.01M +$407K +1,169 +70%
PCM
2964
PAR Capital Management
Massachusetts
$1.01M +$244K +700 +33%
G
2965
GenTrust
Florida
$1.01M -$131K -375 -12%
FI
2966
Finivi Inc
Massachusetts
$1M +$498K +1,430 +102%
KL
2967
KilterHowling LLC
Colorado
$1M +$349 +1 +0%
FFB
2968
First Financial Bankshares
Texas
$1M -$105K -301 -10%
RWI
2969
Red Wave Investments
Pennsylvania
$1M – – –
USWIA
2970
UP Strategic Wealth Investment Advisors
Pennsylvania
$999K -$34.2K -98 -3%
BB
2971
Burford Brothers
Texas
$998K -$41.5K -119 -4%
BWM
2972
BCS Wealth Management
Tennessee
$998K +$389K +1,115 +66%
LRIA
2973
Leonard Rickey Investment Advisors
Washington
$996K +$16K +46 +2%
PA
2974
Promethium Advisors
Maryland
$994K +$68K +195 +7%
RYIA
2975
Roehl & Yi Investment Advisors
Oregon
$994K -$42.5K -122 -4%
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