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Name Holding Trade Value Shares
Change 		Change in
Stake
FL
2726
Fort LP
Maryland
$286K -$25.4K -497 -8%
WFA
2727
WMG Financial Advisors
Tennessee
$286K +$289K +5,653 New
LWM
2728
Lakeridge Wealth Management
Ohio
$285K +$288K +5,646 New
MF
2729
Montis Financial
Massachusetts
$284K -$30.7K -600 -10%
HGA
2730
Hobbs Group Advisors
South Carolina
$284K +$287K +5,618 New
BCM
2731
BlueCrest Capital Management
Jersey
$284K +$287K +5,617 New
S
2732
Sunpointe
Missouri
$283K +$287K +5,608 New
CAWM
2733
Capital Advisors Wealth Management
Washington
$283K -$19.4K -380 -6%
EW
2734
Element Wealth
Mississippi
$283K +$7.51K +147 +3%
WWM
2735
WT Wealth Management
Arizona
$282K +$5.11K +100 +2%
ICM
2736
Ionic Capital Management
New York
$282K +$285K +5,587 New
HWM
2737
Hemington Wealth Management
Virginia
$282K +$5.52K +108 +2%
WCA
2738
Waypoint Capital Advisors
Minnesota
$281K -$18K -352 -6%
MPW
2739
MA Private Wealth
California
$281K +$27.8K +545 +11%
CSWM
2740
Cassady Schiller Wealth Management
Ohio
$280K – – –
NFP
2741
Narus Financial Partners
Utah
$280K +$1.07K +21 +0.4%
PHIC
2742
Pine Haven Investment Counsel
Massachusetts
$280K – – –
ZAM
2743
Zevin Asset Management
Massachusetts
$280K +$28.8K +563 +11%
GSIAS
2744
Garden State Investment Advisory Services
New Jersey
$280K – – –
FC
2745
Financial Council
Maryland
$279K – – –
BG
2746
Bollard Group
Massachusetts
$279K +$2.1K +41 +0.7%
III
2747
Independent Investors Inc
New York
$278K – – –
SJL
2748
Shayne & Jacobs LLC
Tennessee
$278K – – –
PRI
2749
Prepared Retirement Institute
Pennsylvania
$277K +$280K +5,482 New
SWG
2750
Summit Wealth Group
Vermont
$276K -$57.2K -1,120 -17%
108 109
110
111 112