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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3626
Rialto Wealth Management
New York
$250K +$4.29K +11 +2%
SA
3627
Skyline Advisors
Washington
$249K -$5.85K -15 -2%
LIP
3628
Lighthouse Investment Partners
Florida
$249K -$2.29M -5,872 -90%
SOAG
3629
Silver Oak Advisory Group
Oregon
$249K +$36.2K +93 +16%
SP
3630
Saranac Partners
$248K -$62K -159 -19%
CDWM
3631
Campbell Deegan Wealth Management
Virginia
$248K +$27.7K +71 +12%
BWA
3632
BlueSky Wealth Advisors
North Carolina
$248K – – –
PTB
3633
Pioneer Trust Bank
Oregon
$248K -$13.3K -34 -5%
DWM
3634
David Wealth Management
Virginia
$248K +$1.56K +4 +0.6%
GP
3635
Guardian Partners
Canada
$248K -$39K -100 -13%
BCM
3636
BluePointe Capital Management
California
$247K +$263K +674 New
LWM
3637
LeConte Wealth Management
Tennessee
$247K +$263K +674 New
HSG
3638
Helen Stephens Group
Texas
$247K +$12.1K +31 +5%
VC
3639
Veery Capital
Delaware
$246K -$2.73K -7 -1%
SWM
3640
Sculati Wealth Management
Michigan
$246K -$49.9K -128 -16%
SIA
3641
Stegner Investment Associates
Kentucky
$244K – – –
TCM
3642
TD Capital Management
Tennessee
$244K +$60.4K +155 +30%
RC
3643
Rovin Capital
Arizona
$244K +$21K +54 +9%
SF
3644
Safeguard Financial
Wisconsin
$244K -$72.9K -187 -22%
HWM
3645
Hobbs Wealth Management
Indiana
$244K -$12.1K -31 -4%
KFG
3646
Kelly Financial Group
Connecticut
$243K -$13.3K -34 -5%
OPPS
3647
Obsidian Personal Planning Solutions
Maryland
$243K -$8.18K -21 -3%
KWA
3648
Kellett Wealth Advisors
Ohio
$243K +$15.6K +40 +6%
PFS
3649
Prospect Financial Services
New York
$243K +$18.7K +48 +8%
SGI
3650
Swan Global Investments
Colorado
$243K +$258K +662 New
144 145
146
147 148