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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
976
Bogart Wealth LLC
Virginia
$241K +$252K +2,124 New
FCP
977
Fidelis Capital Partners
Florida
$240K +$253K +2,133 New
BFA
978
Brendel Financial Advisors
New Hampshire
$240K +$251K +2,114 New
TW
979
TrinityPoint Wealth
Connecticut
$239K +$250K +2,106 New
PRS
980
Pinkerton Retirement Specialists
Idaho
$236K +$247K +2,079 New
AFM
981
Aspetuck Financial Management
Connecticut
$236K +$247K +2,078 New
VFA
982
Valeo Financial Advisors
Indiana
$236K +$246K +2,073 New
PWMA
983
Pension & Wealth Management Advisors
Massachusetts
$233K -$58.2K -490 -19%
DO
984
denkapparat Operations
Germany
$232K +$243K +2,044 New
EB
985
Eastern Bank
Massachusetts
$231K – – –
ACM
986
Aster Capital Management
United Arab Emirates
$230K +$240K +2,022 New
IP
987
Investment Partners
Ohio
$227K +$238K +2,002 New
CWC
988
Carolinas Wealth Consulting
North Carolina
$227K -$41.6K -350 -15%
GCM
989
Gallacher Capital Management
Colorado
$227K +$237K +2,000 New
HA
990
Harbor Advisors
Florida
$227K +$237K +2,000 New
LBWM
991
Left Brain Wealth Management
Illinois
$227K +$237K +2,000 New
PAM
992
Paradigm Asset Management
New York
$227K +$237K +2,000 New
OIAM
993
OFI Invest Asset Management
France
$226K +$244K +2,058 New
WFAG
994
Worth Financial Advisory Group
North Carolina
$225K +$235K +1,981 New
CCIA
995
Campbell & Co Investment Adviser
Maryland
$224K +$234K +1,974 New
BF
996
bLong Financial
Tennessee
$222K +$232K +1,950 New
OIA
997
Optimum Investment Advisors
Illinois
$222K +$53.4K +450 +30%
ACA
998
Aptus Capital Advisors
Alabama
$218K +$228K +1,922 New
FHA
999
Flagship Harbor Advisors
Massachusetts
$218K +$228K +1,918 New
FCH
1000
Freestone Capital Holdings
Washington
$217K +$227K +1,911 New
38 39
40
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