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Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
3526
One Wealth Management Investment & Advisory Services
Florida
$278K -$34.4K -95 -11%
6F
3527
626 Financial
Michigan
$278K – – –
BCA
3528
Bay Capital Advisors
Virginia
$278K -$8.32K -23 -3%
BWM
3529
BKM Wealth Management
Wisconsin
$277K – – –
MFS
3530
Miller Financial Services
Michigan
$277K -$6.88K -19 -2%
LWM
3531
Lighthouse Wealth Management
Ohio
$277K -$3.26K -9 -1%
REMPR
3532
Roof Eidam Maycock Peralta (REMP)
California
$276K +$724 +2 +0.3%
AC
3533
Addison Capital
Pennsylvania
$275K +$7.24K +20 +3%
JHP
3534
James Hambro & Partners
United Kingdom
$275K -$54.3K -150 -17%
BDF
3535
Black Diamond Financial
Maryland
$274K -$45.2K -125 -14%
MWA
3536
Mills Wealth Advisors
Texas
$274K +$5.79K +16 +2%
RWA
3537
Rooted Wealth Advisors
Illinois
$274K +$23.9K +66 +10%
HFS
3538
Hopwood Financial Services
Virginia
$274K -$18.1K -50 -6%
DTC
3539
Davidson Trust Company
Washington
$273K – – –
BA
3540
Ballew Advisors
Mississippi
$273K +$724 +2 +0.3%
CW
3541
Code Waechter
Florida
$273K -$46.3K -128 -15%
PCMM
3542
Piedmont Capital Management (Montana)
Montana
$273K -$112K -310 -29%
CAM
3543
Costello Asset Management
Pennsylvania
$272K +$724 +2 +0.3%
LRWA
3544
Long Run Wealth Advisors
New York
$271K -$33.7K -93 -11%
GPW
3545
Gray Private Wealth
Massachusetts
$271K – – –
WWP
3546
Wise Wealth Partners
Arizona
$271K – – –
LFS
3547
Littlejohn Financial Services
Oregon
$270K – – –
IF
3548
IRON Financial
Illinois
$270K +$6.88K +19 +3%
HP
3549
Haven Private
Florida
$270K +$266K +736 New
SF
3550
Schaeffer Financial
Maryland
$270K – – –
140 141
142
143 144