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Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
3551
White Lighthouse Investment Management
Massachusetts
$307K -$37K -94 -11%
LWM
3552
Lighthouse Wealth Management
Ohio
$307K +$786 +2 +0.3%
BWS
3553
Broadway Wealth Solutions
Texas
$306K -$37K -94 -11%
ACA
3554
Aspire Capital Advisors
Washington
$306K +$296K +754 New
OWMIAS
3555
One Wealth Management Investment & Advisory Services
Florida
$306K -$1.57K -4 -0.5%
COI
3556
Connable Office Inc
Michigan
$306K +$296K +754 New
BS
3557
Brighton Securities
New York
$305K -$33.4K -85 -10%
HPC
3558
Hobart Private Capital
North Carolina
$305K -$16.9K -43 -5%
REMPR
3559
Roof Eidam Maycock Peralta (REMP)
California
$305K – – –
PHAM
3560
Palisades Hudson Asset Management
Florida
$305K -$110K -279 -27%
LWM
3561
Laidlaw Wealth Management
New York
$304K -$7.86K -20 -3%
AC
3562
Addison Capital
Pennsylvania
$304K +$393 +1 +0.1%
JHP
3563
James Hambro & Partners
United Kingdom
$304K – – –
AWA
3564
Archvest Wealth Advisors
California
$304K -$162K -411 -35%
MWA
3565
Mills Wealth Advisors
Texas
$303K – – –
IF
3566
IRON Financial
Illinois
$303K +$4.33K +11 +1%
QP
3567
Quartz Partners
New York
$303K +$17.3K +44 +6%
WTFG
3568
Wood Tarver Financial Group
Idaho
$302K +$5.11K +13 +2%
VI
3569
VanderPol Investments
Michigan
$302K +$30.3K +77 +11%
PAG
3570
Private Advisory Group
Washington
$302K -$231K -588 -44%
BCA
3571
Bay Capital Advisors
Virginia
$302K -$4.72K -12 -2%
GWAG
3572
Garrett Wealth Advisory Group
Texas
$301K -$7.86K -20 -3%
CAM
3573
Costello Asset Management
Pennsylvania
$301K +$786 +2 +0.3%
PFO
3574
PMG Family Office
Texas
$301K +$292K +743 New
SIA
3575
Stegner Investment Associates
Kentucky
$300K +$29.5K +75 +11%
141 142
143
144 145