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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3426
Sterling Financial Planning
New Jersey
$322K -$11.3K -29 -3%
NA
3427
Note Advisors
New York
$322K – – –
SIC
3428
SFE Investment Counsel
California
$321K +$131K +337 +62%
T
3429
TOBAM
France
$321K -$149K -383 -30%
WW
3430
Waterfront Wealth
Kansas
$321K -$7.01K -18 -2%
CWM
3431
Compass Wealth Management
Connecticut
$320K – – –
BDF
3432
Black Diamond Financial
Maryland
$320K +$36.2K +93 +12%
CW
3433
Code Waechter
Florida
$320K -$32K -82 -9%
WG
3434
Watchman Group
Texas
$320K +$7.79K +20 +2%
RF
3435
Rossby Financial
Florida
$319K -$189K -485 -35%
BWMG
3436
Barnes Wealth Management Group
California
$319K +$24.9K +64 +8%
RS
3437
R Squared
Hong Kong
$319K +$339K +870 New
PA
3438
Promethium Advisors
Maryland
$318K -$140K -360 -29%
NEWAS
3439
N.E.W. Advisory Services
Wisconsin
$318K +$8.18K +21 +2%
BWS
3440
Broadway Wealth Solutions
Texas
$317K -$52.2K -134 -13%
WWM
3441
Waterway Wealth Management
Texas
$317K +$39K +100 +13%
TPW
3442
Tiller Private Wealth
Pennsylvania
$316K – – –
MA
3443
MKT Advisors
California
$315K -$24.6K -63 -6%
RTC
3444
Riverview Trust Company
Washington
$315K -$103K -265 -24%
PAG
3445
Paladin Advisory Group
Iowa
$315K – – –
NCM
3446
Northwest Capital Management
Oregon
$315K – – –
FPW
3447
Flywheel Private Wealth
California
$315K – – –
WCP
3448
Welch Capital Partners
New York
$313K – – –
RP
3449
Riverwater Partners
Wisconsin
$313K +$38.6K +99 +13%
OWMIAS
3450
One Wealth Management Investment & Advisory Services
Florida
$313K -$5.46K -14 -2%
136 137
138
139 140