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Name Holding Trade Value Shares
Change 		Change in
Stake
JE
2651
JMAC Enterprises
Pennsylvania
$396K – – –
GSWM
2652
Golden State Wealth Management
California
$395K -$13.6K -199 -3%
PWM
2653
Palacios Wealth Management
Florida
$395K +$25.6K +375 +7%
OCPWS
2654
One Charles Private Wealth Services
Massachusetts
$395K -$44.7K -656 -10%
OFO
2655
OneAscent Family Office
Alabama
$394K +$43.3K +635 +12%
LAS
2656
Lloyd Advisory Services
Georgia
$394K +$32K +470 +9%
SWP
2657
Semus Wealth Partners
Florida
$392K -$14K -206 -3%
EC
2658
EntryPoint Capital
New York
$391K +$390K +5,719 New
FWP
2659
Falcon Wealth Planning
California
$390K +$9.27K +136 +2%
BOSSRA
2660
B.O.S.S. Retirement Advisors
Utah
$390K +$15.7K +230 +4%
AWP
2661
Abacus Wealth Partners
California
$390K -$7.36K -108 -2%
CAS
2662
CTC Alternative Strategies
Illinois
$390K -$294K -4,320 -43%
PCH
2663
PGIM Custom Harvest
New Jersey
$389K -$84.7K -1,243 -18%
UWPG
2664
Ullmann Wealth Partners Group
Florida
$389K +$11K +161 +3%
GP
2665
Guardian Partners
Canada
$389K – – –
GCM
2666
Garland Capital Management
Washington
$388K -$1.17M -17,200 -75%
CFO
2667
Custos Family Office
Texas
$387K +$52.2K +766 +16%
BWA
2668
Burt Wealth Advisors
Maryland
$386K -$4.91K -72 -1%
JTF
2669
J. Team Financial
Texas
$386K +$384K +5,637 New
DIP
2670
DT Investment Partners
Pennsylvania
$386K -$719K -10,547 -65%
VWM
2671
VCI Wealth Management
Missouri
$384K +$382K +5,608 New
PFWA
2672
Paces Ferry Wealth Advisors
Georgia
$383K +$27.4K +402 +8%
SDWMA
2673
Schneider Downs Wealth Management Advisors
Pennsylvania
$383K +$15.6K +229 +4%
SCM
2674
Sitrin Capital Management
California
$383K – – –
RMAM
2675
Raab & Moskowitz Asset Management
New Jersey
$382K +$12K +176 +3%
105 106
107
108 109