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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
926
FSM Wealth Advisors
Ohio
$286K -$178K -1,305 -40%
LIA
927
Limestone Investment Advisors
New York
$285K +$192K +1,404 +240%
RPWA
928
Regent Peak Wealth Advisors
Georgia
$284K +$270K +1,983 New
EFG
929
Everhart Financial Group
Ohio
$280K +$5.32K +39 +2%
AP
930
Arlington Partners
Alabama
$279K +$8.73K +64 +3%
GRWP
931
Green Ridge Wealth Planning
New Jersey
$276K – – –
PCH
932
PGIM Custom Harvest
New Jersey
$275K +$3.41K +25 +1%
CIA
933
Choate Investment Advisors
Massachusetts
$275K -$29.5K -216 -10%
FWP
934
FAS Wealth Partners
Kansas
$275K – – –
AWAU
935
Alliance Wealth Advisors (Utah)
Utah
$274K -$91.5K -671 -26%
PSC
936
Prentiss Smith & Co
Vermont
$273K – – –
FC
937
FORA Capital
Florida
$273K +$260K +1,906 New
OPWM
938
Oregon Pacific Wealth Management
Oregon
$270K -$3.14K -23 -1%
BLFG
939
Brian Low Financial Group
Louisiana
$268K +$4.09K +30 +2%
MG
940
Mather Group
Illinois
$268K +$9.96K +73 +4%
TP
941
TritonPoint Partners
Maryland
$267K +$255K +1,866 New
CA
942
Clearstead Advisors
Ohio
$266K -$549K -4,027 -68%
SAM
943
Seelaus Asset Management
New Jersey
$266K +$253K +1,856 New
CWS
944
Confluence Wealth Services
Pennsylvania
$265K +$253K +1,854 New
OFO
945
OneAscent Family Office
Alabama
$262K +$250K +1,831 New
QWP
946
Quotient Wealth Partners
Texas
$261K +$16.1K +118 +7%
PGFC
947
Peapack-Gladstone Financial Corp
New Jersey
$259K +$30.1K +221 +14%
SAS
948
Stelac Advisory Services
New York
$258K – – –
BP
949
Ballentine Partners
Massachusetts
$258K -$14.6K -107 -6%
SW
950
Simplicity Wealth
New Jersey
$257K -$598K -4,384 -71%
36 37
38
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