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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
4176
FSC Wealth Advisors
New York
$758K +$54K +296 +8%
BHWM
4177
Beaird Harris Wealth Management
Texas
$752K -$268K -1,471 -27%
FIA
4178
FNY Investment Advisers
New York
$752K -$915K -5,015 -55%
CW
4179
Code Waechter
Florida
$749K +$734K +4,021 New
O3W
4180
Omni 360 Wealth
New Jersey
$747K +$241K +1,322 +49%
ASGS
4181
Alpha Square Group S
New York
$745K +$36.5K +200 +5%
AIM
4182
Anatole Investment Management
Hong Kong
$743K +$728K +3,990 New
PP
4183
Peconic Partners
New York
$742K – – –
HI
4184
Human Investing
Oregon
$741K +$161K +885 +29%
MWM
4185
Meritas Wealth Management
California
$741K +$46.7K +256 +7%
OFP
4186
OLIO Financial Planning
Virginia
$739K – – –
CA
4187
Crane Advisory
California
$739K +$84.5K +463 +13%
CAG
4188
Compass Advisory Group
New York
$737K – – –
CWM
4189
CarsonAllaria Wealth Management
Illinois
$736K -$50.9K -279 -7%
LC
4190
Lavaca Capital
Texas
$736K – – –
SRSA
4191
S.R. Schill & Associates
Washington
$735K -$2.24M -12,275 -76%
CPWM
4192
Cypress Point Wealth Management
Texas
$732K +$1.28K +7 +0.2%
BAG
4193
Bridgewealth Advisory Group
California
$731K +$150K +821 +26%
SCA
4194
Scott Capital Advisors
Oregon
$730K – – –
BCFD
4195
Boit C.F. David
$728K – – –
MFG
4196
Mendota Financial Group
Wisconsin
$728K -$58.4K -320 -8%
LIA
4197
LifePlan Investment Advisors
North Carolina
$728K +$6.39K +35 +0.9%
HIS
4198
Harvest Investment Services
Illinois
$728K +$219K +1,203 +45%
FG
4199
Fairman Group
Pennsylvania
$727K – – –
AWA
4200
Aquire Wealth Advisors
Utah
$725K +$61.3K +336 +9%
166 167
168
169 170