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Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
3351
Pacific Point Advisors
California
$365K -$37.4K -115 -10%
BHPW
3352
Beverly Hills Private Wealth
California
$364K -$174K -536 -34%
WMA
3353
William Mack & Associates
Michigan
$364K +$41K +126 +14%
OC
3354
Oakmont Corp
California
$364K – – –
AF
3355
ASL Financial
California
$364K +$325 +1 +0.1%
BFPW
3356
BOK Financial Private Wealth
Colorado
$363K +$16.6K +51 +5%
DF
3357
Dunhill Financial
United Kingdom
$363K +$29.6K +91 +10%
CAM
3358
CPA Asset Management
Florida
$363K – – –
ACA
3359
Arsenal Capital Advisors
Pennsylvania
$362K +$21.1K +65 +7%
UWM
3360
Urban Wealth Management
California
$361K -$11.4K -35 -3%
VFG
3361
V2 Financial group
Illinois
$361K -$2.93K -9 -0.9%
MSWMA
3362
Market Street Wealth Management Advisors
Indiana
$361K +$130K +400 +64%
ASC
3363
Atalanta Sosnoff Capital
New York
$361K -$7.16K -22 -2%
DWS
3364
Discipline Wealth Solutions
South Carolina
$360K -$11.7K -36 -3%
CCMG
3365
Connecticut Capital Management Group
Connecticut
$360K -$4.55K -14 -1%
CC
3366
Commons Capital
Massachusetts
$359K +$2.28K +7 +0.7%
BCM
3367
Brooktree Capital Management
Michigan
$358K – – –
FC
3368
Financial Council
Maryland
$358K – – –
AWA
3369
Adapt Wealth Advisors
Georgia
$357K -$66.7K -205 -17%
WWM
3370
Walser Wealth Management
Florida
$356K +$329K +1,010 New
HA
3371
HC Advisors
Georgia
$356K +$3.25K +10 +1%
WAU
3372
Wellington-Altus USA
Manitoba, Canada
$355K +$14.6K +45 +4%
FDDB
3373
Fidelity D&D Bancorp
Pennsylvania
$355K +$13K +40 +4%
SHFP
3374
Second Half Financial Partners
Florida
$354K +$5.21K +16 +2%
WLIM
3375
White Lighthouse Investment Management
Massachusetts
$354K -$2.6K -8 -0.8%
133 134
135
136 137