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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
3551
Haven Private
Florida
$270K +$266K +736 New
SF
3552
Schaeffer Financial
Maryland
$270K – – –
WTFG
3553
Wood Tarver Financial Group
Idaho
$269K +$5.43K +15 +2%
RW
3554
RVW Wealth
California
$269K -$36.2K -100 -12%
FA
3555
FF Advisors
California
$269K +$39.4K +109 +17%
WN
3556
Williams & Novak
California
$269K -$95.9K -265 -27%
OWM
3557
Omnitrust Wealth Management
Florida
$268K +$275K +761 New
ACM
3558
Advance Capital Management
Michigan
$268K +$1.09K +3 +0.4%
SFG
3559
Somnio Financial Group
Connecticut
$268K +$265K +731 New
FPCG
3560
Forum Private Client Group
Indiana
$268K – – –
W
3561
WealthCollab
Washington
$268K +$10.5K +29 +4%
BCM
3562
Bourgeon Capital Management
Connecticut
$267K -$13K -36 -5%
WSFG
3563
Wall Street Financial Group
Illinois
$267K +$263K +728 New
RWM
3564
RMG Wealth Management
Wisconsin
$267K +$270K +746 New
PCA
3565
Peddock Capital Advisors
Massachusetts
$267K +$263K +727 New
W
3566
WorthPointe
California
$266K +$4.7K +13 +2%
WCWM
3567
Wooster Corthell Wealth Management
Connecticut
$266K +$36.2K +100 +16%
CCM
3568
Colorado Capital Management
Colorado
$266K – – –
BWM
3569
Baron Wealth Management
Michigan
$266K +$262K +725 New
EFP
3570
Elser Financial Planning
Indiana
$266K +$2.53K +7 +1%
G
3571
GenTrust
Florida
$265K -$152K -421 -37%
LIWM
3572
Long Island Wealth Management
New York
$265K – – –
PRTG
3573
Post Resch Tallon Group
New York
$265K – – –
MPM
3574
MBB Public Markets
Illinois
$265K -$58.3K -161 -18%
SA
3575
Strategic Advocates
Utah
$265K +$261K +722 New
141 142
143
144 145