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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
3226
Pension & Wealth Management Advisors
Massachusetts
$175K -$20K -293 -10%
PCFFS
3227
Pacific Center for Financial Services
California
$165K – – –
SA
3228
SRH Advisors
Kansas
$164K – – –
OA
3229
Operose Advisors
Wisconsin
$164K +$14.9K +218 +10%
CPG
3230
Cornerstone Planning Group
New Jersey
$162K +$67.4K +989 +80%
RFS
3231
Richardson Financial Services
Massachusetts
$160K +$47.9K +702 +43%
LIA
3232
Limestone Investment Advisors
New York
$159K +$159K +2,326 New
HC
3233
Hurley Capital
New York
$159K +$11.7K +172 +8%
ABWM
3234
Alpine Bank Wealth Management
Colorado
$159K +$30.9K +453 +24%
HFM
3235
Hartford Financial Management
Connecticut
$158K – – –
VEA
3236
Virtus ETF Advisers
New York
$158K +$157K +2,308 New
SR
3237
Syntax Research
Florida
$158K +$136 +2 +0.1%
CA
3238
Centerpoint Advisors
Massachusetts
$153K +$11.6K +170 +8%
PWMG
3239
Private Wealth Management Group
New Jersey
$151K -$1.09K -16 -0.7%
CCC
3240
Chelsea Counsel Company
California
$150K – – –
SWIM
3241
Smallwood Wealth Investment Management
New Jersey
$149K -$2.39K -35 -2%
OAJ
3242
Ogorek Anthony Joseph
New York
$148K -$4.77K -70 -3%
DWA
3243
Dougherty Wealth Advisers
Minnesota
$147K – – –
W
3244
WealthCollab
Washington
$146K – – –
BIA
3245
Bell Investment Advisors
California
$145K -$14.6K -214 -9%
NECFA
3246
New England Capital Financial Advisors
Connecticut
$145K +$750 +11 +0.5%
GJIA
3247
Glass Jacobson Investment Advisors
Maryland
$144K +$15.3K +225 +12%
CFG
3248
Chapman Financial Group
Hawaii
$143K +$125K +1,829 +703%
NEWAS
3249
N.E.W. Advisory Services
Wisconsin
$141K +$68 +1 +0%
OP
3250
ORG Partners
Indiana
$141K +$818 +12 +0.6%
128 129
130
131 132