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Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
976
Lakeshore Financial Planning
Michigan
$277K -$6.48K -480 -2%
SW
977
SteelPeak Wealth
California
$277K -$3.9M -289,040 -94%
RIA
978
Retirement Investment Advisors
Oklahoma
$277K – – –
CFS
979
CRA Financial Services
New Jersey
$276K -$10.6K -782 -4%
RCM
980
RB Capital Management
Nevada
$275K -$162 -12 -0.1%
UWP
981
Uniting Wealth Partners
Kansas
$274K +$67.5K +5,000 +34%
RFS
982
Richardson Financial Services
Massachusetts
$274K -$9.71K -720 -4%
PWM
983
Palacios Wealth Management
Florida
$273K -$2.31K -171 -0.9%
CF
984
Carlson Financial
Oregon
$271K -$8.26K -612 -3%
TCP
985
TMB Capital Partners
Arkansas
$271K +$40 +3 +0%
SI
986
Symmetry Investments
Jersey
$270K +$262K +19,400 New
BMWS
987
Brady Martz Wealth Solutions
North Dakota
$269K +$261K +19,345 New
QFW
988
QTR Family Wealth
Florida
$267K -$4.32K -320 -2%
NP
989
NorthRock Partners
Minnesota
$266K +$9.24K +685 +4%
LSA
990
Leonteq Securities AG
Switzerland
$265K +$149K +11,047 +137%
AIP
991
Avail Investment Partners
Pennsylvania
$264K +$37.2K +2,755 +17%
RPWA
992
Regent Peak Wealth Advisors
Georgia
$264K +$3.02K +224 +1%
FC
993
FORA Capital
Florida
$263K +$255K +18,906 New
SB
994
Strategic Blueprint
Georgia
$263K -$15.7K -1,160 -6%
EWA
995
EverSource Wealth Advisors
Alabama
$263K +$2.35K +174 +0.9%
CT
996
Clearstead Trust
Maine
$262K +$1.35K +100 +0.5%
OPWM
997
Oxinas Partners Wealth Management
Indiana
$261K -$26.9K -1,996 -10%
MF
998
Manchester Financial
California
$261K +$54 +4 +0%
OC
999
Optima Capital
Oregon
$260K -$38.7K -2,872 -13%
PCIG
1000
Partners Capital Investment Group
Massachusetts
$260K +$253K +18,729 New
38 39
40
41 42