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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2726
One Charles Private Wealth Services
Massachusetts
$319K +$12.9K +210 +4%
IA
2727
Insight Advisors
Pennsylvania
$319K +$5.73K +93 +2%
FEM
2728
Fulcrum Equity Management
Texas
$319K +$318K +5,167 New
MSWM
2729
Mowery & Schoenfeld Wealth Management
Illinois
$319K +$190K +3,083 +148%
DIP
2730
Davis Investment Partners
North Carolina
$318K +$49.9K +811 +17%
MWA
2731
Martel Wealth Advisors
Washington
$318K – – –
CF
2732
Convergence Financial
Missouri
$318K +$44.6K +724 +16%
LWM
2733
Lakeridge Wealth Management
Ohio
$318K +$29.1K +473 +10%
UAG
2734
United Advisor Group
Ohio
$318K -$353K -5,727 -53%
TPW
2735
Talon Private Wealth
Florida
$317K -$131K -2,134 -29%
GWI
2736
Grace & White Inc
New York
$317K – – –
FFO
2737
Fortitude Family Office
Arizona
$317K -$183K -2,966 -37%
AFG
2738
ABLE Financial Group
Arizona
$317K +$19.8K +322 +7%
BC
2739
Brio Consultants
California
$316K -$42.2K -686 -12%
RFG
2740
RFP Financial Group
Georgia
$316K -$68K -1,105 -18%
SIG
2741
Spinnaker Investment Group
California
$316K -$14K -227 -4%
USWIA
2742
UP Strategic Wealth Investment Advisors
Pennsylvania
$316K +$13.9K +225 +5%
PAG
2743
Powers Advisory Group
Illinois
$315K +$1.23K +20 +0.4%
SCM
2744
Spreng Capital Management
Ohio
$315K -$862 -14 -0.3%
GP
2745
Guardian Partners
Canada
$315K – – –
MWM
2746
Mittelman Wealth Management
Massachusetts
$314K -$11.3K -184 -3%
KWM
2747
Kaydan Wealth Management
Michigan
$313K -$5.42K -88 -2%
UWPG
2748
Ullmann Wealth Partners Group
Florida
$312K +$60.8K +987 +24%
FAM
2749
Flaharty Asset Management
Florida
$312K -$81.5K -1,324 -21%
LFGO
2750
Legacy Financial Group (Oklahoma)
Oklahoma
$311K -$3.75K -61 -1%
108 109
110
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