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Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
2126
One Wealth Management Investment & Advisory Services
Florida
$432K +$23.4K +94 +6%
ACM
2127
Arcataur Capital Management
Wisconsin
$431K -$5.96K -24 -1%
SFGM
2128
Stonebridge Financial Group (Missouri)
Missouri
$430K +$404K +1,625 New
RWA
2129
Rooted Wealth Advisors
Illinois
$430K -$178K -715 -25%
HFS
2130
Howard Financial Services
Texas
$429K +$23.4K +94 +6%
SSCA
2131
South Shore Capital Advisors
Massachusetts
$427K +$401K +1,613 New
GAA
2132
Guardian Asset Advisors
Pennsylvania
$426K -$79.3K -319 -17%
GAM
2133
Gemmer Asset Management
California
$426K +$42.5K +171 +12%
ARC
2134
Advisor Resource Council
Texas
$425K +$500K +2,013 New
SMFG
2135
Sumitomo Mitsui Financial Group
Japan
$424K +$316K +1,271 +393%
BFA
2136
Beaumont Financial Advisors
Massachusetts
$423K -$9.69K -39 -2%
MSA
2137
Marino Stram & Associates
Massachusetts
$422K -$99.9K -402 -20%
LWM
2138
LJI Wealth Management
Indiana
$422K -$47.5K -191 -11%
FCG
2139
Fielder Capital Group
Tennessee
$421K +$96.4K +388 +32%
SSA
2140
Sierra Summit Advisors
Nevada
$420K -$58.6K -236 -13%
VC
2141
Veery Capital
Delaware
$420K -$6.96K -28 -2%
CA
2142
Cornerstone Advisory
Maryland
$418K +$52.4K +211 +15%
WAM
2143
Wakefield Asset Management
Colorado
$417K – – –
AF
2144
Advisornet Financial
Minnesota
$416K -$13.2K -53 -3%
SWM
2145
Seed Wealth Management
Illinois
$416K -$49.7K -200 -11%
PIA
2146
Pinion Investment Advisors
Kansas
$416K -$2.73K -11 -0.7%
CWA
2147
Cura Wealth Advisors
Illinois
$415K +$83K +334 +27%
RIP
2148
Reliant Investment Partners
North Carolina
$415K – – –
PWC
2149
Pathfinder Wealth Consulting
North Carolina
$414K +$389K +1,565 New
BW
2150
BXM Wealth
Colorado
$414K -$182K -732 -34%
84 85
86
87 88