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Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
3551
Providence First Trust
Arizona
$308K -$1.09M -2,777 -78%
GPW
3552
Gray Private Wealth
Massachusetts
$308K +$8.26K +21 +3%
FF
3553
Formulate Financial
Florida
$308K +$298K +759 New
WLIM
3554
White Lighthouse Investment Management
Massachusetts
$307K -$37K -94 -11%
LWM
3555
Lighthouse Wealth Management
Ohio
$307K +$786 +2 +0.3%
BWS
3556
Broadway Wealth Solutions
Texas
$306K -$37K -94 -11%
ACA
3557
Aspire Capital Advisors
Washington
$306K +$296K +754 New
OWMIAS
3558
One Wealth Management Investment & Advisory Services
Florida
$306K -$1.57K -4 -0.5%
COI
3559
Connable Office Inc
Michigan
$306K +$296K +754 New
BS
3560
Brighton Securities
New York
$305K -$33.4K -85 -10%
HPC
3561
Hobart Private Capital
North Carolina
$305K -$16.9K -43 -5%
REMPR
3562
Roof Eidam Maycock Peralta (REMP)
California
$305K – – –
PHAM
3563
Palisades Hudson Asset Management
Florida
$305K -$110K -279 -27%
LWM
3564
Laidlaw Wealth Management
New York
$304K -$7.86K -20 -3%
AC
3565
Addison Capital
Pennsylvania
$304K +$393 +1 +0.1%
JHP
3566
James Hambro & Partners
United Kingdom
$304K – – –
AWA
3567
Archvest Wealth Advisors
California
$304K -$162K -411 -35%
MWA
3568
Mills Wealth Advisors
Texas
$303K – – –
IF
3569
IRON Financial
Illinois
$303K +$4.33K +11 +1%
QP
3570
Quartz Partners
New York
$303K +$17.3K +44 +6%
WTFG
3571
Wood Tarver Financial Group
Idaho
$302K +$5.11K +13 +2%
VI
3572
VanderPol Investments
Michigan
$302K +$30.3K +77 +11%
PAG
3573
Private Advisory Group
Washington
$302K -$231K -588 -44%
BCA
3574
Bay Capital Advisors
Virginia
$302K -$4.72K -12 -2%
GWAG
3575
Garrett Wealth Advisory Group
Texas
$301K -$7.86K -20 -3%
141 142
143
144 145