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Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
3526
Peak Retirement Planning
Ohio
$279K +$43.1K +119 +19%
CFP
3527
Curran Financial Partners
South Carolina
$278K +$3.98K +11 +1%
OWMIAS
3528
One Wealth Management Investment & Advisory Services
Florida
$278K -$34.4K -95 -11%
6F
3529
626 Financial
Michigan
$278K – – –
BCA
3530
Bay Capital Advisors
Virginia
$278K -$8.32K -23 -3%
BWM
3531
BKM Wealth Management
Wisconsin
$277K – – –
MFS
3532
Miller Financial Services
Michigan
$277K -$6.88K -19 -2%
LWM
3533
Lighthouse Wealth Management
Ohio
$277K -$3.26K -9 -1%
REMPR
3534
Roof Eidam Maycock Peralta (REMP)
California
$276K +$724 +2 +0.3%
AC
3535
Addison Capital
Pennsylvania
$275K +$7.24K +20 +3%
JHP
3536
James Hambro & Partners
United Kingdom
$275K -$54.3K -150 -17%
BDF
3537
Black Diamond Financial
Maryland
$274K -$45.2K -125 -14%
MWA
3538
Mills Wealth Advisors
Texas
$274K +$5.79K +16 +2%
RWA
3539
Rooted Wealth Advisors
Illinois
$274K +$23.9K +66 +10%
HFS
3540
Hopwood Financial Services
Virginia
$274K -$18.1K -50 -6%
DTC
3541
Davidson Trust Company
Washington
$273K – – –
BA
3542
Ballew Advisors
Mississippi
$273K +$724 +2 +0.3%
CW
3543
Code Waechter
Florida
$273K -$46.3K -128 -15%
PCMM
3544
Piedmont Capital Management (Montana)
Montana
$273K -$112K -310 -29%
CAM
3545
Costello Asset Management
Pennsylvania
$272K +$724 +2 +0.3%
LRWA
3546
Long Run Wealth Advisors
New York
$271K -$33.7K -93 -11%
GPW
3547
Gray Private Wealth
Massachusetts
$271K – – –
WWP
3548
Wise Wealth Partners
Arizona
$271K – – –
LFS
3549
Littlejohn Financial Services
Oregon
$270K – – –
IF
3550
IRON Financial
Illinois
$270K +$6.88K +19 +3%
140 141
142
143 144