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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2626
FFT Wealth Management
Pennsylvania
$279K – – –
SA
2627
SRH Advisors
Kansas
$279K – – –
OBWG
2628
Onyx Bridge Wealth Group
New York
$279K +$12.2K +215 +4%
KWMG
2629
King Wealth Management Group
Florida
$279K +$28.5K +503 +11%
CA
2630
Carson Advisory
Georgia
$278K +$14.9K +263 +6%
MAG
2631
MRA Advisory Group
New Jersey
$277K -$5.66K -100 -2%
PFWA
2632
Paces Ferry Wealth Advisors
Georgia
$276K -$300K -5,299 -52%
WS
2633
Wela Strategies
Georgia
$276K -$29.5K -522 -10%
TGAM
2634
TBH Global Asset Management
Tennessee
$276K -$4.47K -79 -2%
BG
2635
Bollard Group
Massachusetts
$276K +$1.87K +33 +0.7%
WWP
2636
Waypoint Wealth Partners
California
$276K +$2.15K +38 +0.8%
TAM
2637
Taurus Asset Management
New York
$274K – – –
MJP
2638
Michael J. Puzo
$273K -$22.6K -400 -8%
ZAM
2639
Zevin Asset Management
Massachusetts
$273K – – –
CFA
2640
Capstone Financial Advisors
Illinois
$273K +$679 +12 +0.2%
MFP
2641
Meridian Financial Partners
Virginia
$273K +$16.6K +294 +6%
KBFS
2642
Kohmann Bosshard Financial Services
Ohio
$273K +$23.8K +421 +9%
SPI
2643
Sutton Place Investors
New York
$273K +$24.4K +432 +9%
SAM
2644
Sequent Asset Management
Texas
$272K -$19.8K -350 -7%
BIM
2645
Bullseye Investment Management
Ohio
$272K +$276K +4,873 New
RPCA
2646
Running Point Capital Advisors
California
$271K -$38.5K -681 -12%
IAP
2647
Indie Asset Partners
Indiana
$271K – – –
CC
2648
Commons Capital
Massachusetts
$271K +$849 +15 +0.3%
HFS
2649
Heritage Financial Services
Massachusetts
$271K +$2.38K +42 +0.9%
AWAP
2650
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$271K +$4.41K +78 +2%
104 105
106
107 108