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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
5226
HTG Investment Advisors
Connecticut
$731K -$28.9K -115 -4%
1L
5227
10Elms LLP
Oklahoma
$730K +$54.7K +218 +8%
NECFA
5228
New England Capital Financial Advisors
Connecticut
$730K -$22.6K -90 -3%
AWA
5229
Alaska Wealth Advisors
Alaska
$729K -$78.6K -313 -9%
SMWM
5230
Silvia McColl Wealth Management
California
$726K -$7.53K -30 -1%
MCFP
5231
Mallini Complete Financial Planning
Florida
$725K – – –
PFM
5232
Peak Financial Management
Massachusetts
$725K -$96.6K -385 -11%
GWM
5233
Global Wealth Management
New Jersey
$725K -$329K -1,310 -30%
JBA
5234
Johnson Bixby & Associates
Washington
$724K +$33.6K +134 +5%
WCL
5235
Wealth Care LLC
Florida
$720K -$4.02K -16 -0.5%
DSA
5236
Droms Strauss Advisors
Missouri
$718K +$189K +751 +33%
AF
5237
Abound Financial
California
$718K – – –
RWM
5238
RMG Wealth Management
Wisconsin
$718K -$21.1K -84 -3%
CMMS
5239
Comprehensive Money Management Services
Florida
$717K +$6.28K +25 +0.8%
STB
5240
S&T Bank
Pennsylvania
$717K +$101K +404 +16%
MPW
5241
MA Private Wealth
California
$716K -$66K -263 -8%
AF
5242
ASL Financial
California
$715K +$42.7K +170 +6%
PIM
5243
Pullen Investment Management
Florida
$714K -$3.51K -14 -0.5%
SCS
5244
Sound Capital Solutions
Florida
$714K +$752K +2,995 New
LW
5245
Lauer Wealth
Indiana
$712K -$177K -704 -20%
LWMNY
5246
Landmark Wealth Management (New York)
New York
$712K +$6.78K +27 +0.9%
KL
5247
Keenan LLC
Massachusetts
$711K -$46.9K -187 -6%
HWM
5248
HighMark Wealth Management
Minnesota
$711K +$37.1K +148 +5%
TB
5249
Terril Brothers
Missouri
$710K – – –
BWM
5250
Brickley Wealth Management
California
$710K -$1K -4 -0.1%
208 209
210
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