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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
3076
Kercheville Advisors
Texas
$321K -$34.3K -150 -10%
BIA
3077
Biondo Investment Advisors
Pennsylvania
$321K – – –
TPW
3078
Tiller Private Wealth
Pennsylvania
$320K +$5.72K +25 +2%
HBWM
3079
Hollow Brook Wealth Management
New York
$320K +$13.3K +58 +5%
OHIS
3080
Oak Harvest Investment Services
Texas
$318K +$8.7K +38 +3%
KPWG
3081
KFA Private Wealth Group
Virginia
$318K -$11.4K -50 -4%
IUHSA
3082
Itau Unibanco Holding S.A.
Brazil
$317K -$1.4M -6,124 -82%
PF
3083
Parker Financial
Washington
$317K +$305K +1,333 New
FC
3084
Financial Council
Maryland
$316K – – –
NA
3085
Nottingham Advisors
New York
$315K – – –
LPP
3086
Long Path Partners
Connecticut
$315K +$303K +1,325 New
AIIMS
3087
Analyst IMS Investment Management Services
Israel
$314K – – –
YWS
3088
Yarger Wealth Strategies
Ohio
$314K -$22.7K -99 -7%
MCI
3089
MRP Capital Investments
Georgia
$313K – – –
CCA
3090
Catalyst Capital Advisors
New York
$311K +$300K +1,310 New
WFA
3091
WestHill Financial Advisors
California
$310K +$229 +1 +0.1%
DWM
3092
Defined Wealth Management
Oregon
$310K +$1.6K +7 +0.5%
SWRP
3093
Summit Wealth & Retirement Planning
California
$310K -$366K -1,599 -55%
POIA
3094
Pin Oak Investment Advisors
Texas
$309K +$69.8K +305 +31%
MWA
3095
Motive Wealth Advisors
Michigan
$308K -$687 -3 -0.2%
GCM
3096
Goldstream Capital Management
Hong Kong
$307K +$149K +649 +101%
FWP
3097
Firethorn Wealth Partners
Georgia
$307K -$687 -3 -0.2%
DP
3098
Divergent Planning
Maryland
$307K – – –
CIA
3099
Caerus Investment Advisors
Texas
$306K – – –
DA
3100
DSC Advisors
Illinois
$306K +$56.1K +245 +23%
122 123
124
125 126