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Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
3401
ORG Wealth Partners
Texas
$360K -$24.5K -60 -6%
ACC
3402
Acorn Creek Capital
Colorado
$360K +$18.8K +46 +5%
CPA
3403
Capital Performance Advisors
California
$359K +$74.8K +183 +25%
MCM
3404
M1 Capital Management
Michigan
$358K +$376K +921 New
LD
3405
Lipe & Dalton
New York
$358K -$20.4K -50 -5%
LAM
3406
Lifestyle Asset Management
Texas
$358K +$4.9K +12 +1%
WAM
3407
Wolverine Asset Management
Illinois
$358K +$351K +860 +1,433%
PPW
3408
Presilium Private Wealth
Pennsylvania
$357K – – –
SCA
3409
Stuart Chaussee & Associates
California
$357K -$118K -290 -24%
PCM
3410
Pointe Capital Management
Michigan
$357K -$1.23K -3 -0.3%
NFG
3411
Northeast Financial Group
Pennsylvania
$356K +$26.1K +64 +8%
SO
3412
Sierra Ocean
California
$356K +$373K +914 New
SEA
3413
Stegent Equity Advisors
Texas
$355K +$37.6K +92 +11%
EA
3414
Echo45 Advisors
California
$355K +$3.68K +9 +1%
TFA
3415
Tobias Financial Advisors
Florida
$354K +$3.68K +9 +1%
BI
3416
Bolthouse Investments
California
$354K +$372K +910 New
RIS
3417
Retirement Income Solutions
Michigan
$354K – – –
SFP
3418
Sterling Financial Planning
New Jersey
$353K -$156K -383 -30%
LIA
3419
LifePlan Investment Advisors
North Carolina
$352K +$24.1K +59 +7%
OIS
3420
Okabena Investment Services
Minnesota
$351K – – –
JHP
3421
James Hambro & Partners
United Kingdom
$350K – – –
SC
3422
Saybrook Capital
North Carolina
$350K – – –
HNW
3423
High Note Wealth
Minnesota
$350K -$2.94M -7,202 -89%
AWA
3424
Archvest Wealth Advisors
California
$350K +$8.17K +20 +2%
EWP
3425
Elevation Wealth Partners
California
$349K +$4.9K +12 +1%
135 136
137
138 139