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Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
3676
Roof Eidam Maycock Peralta (REMP)
California
$258K +$325 +1 +0.1%
LIWM
3677
Long Island Wealth Management
New York
$258K +$2.6K +8 +1%
FPCG
3678
Forum Private Client Group
Indiana
$258K -$1.95K -6 -0.8%
MWA
3679
Mills Wealth Advisors
Texas
$258K -$5.21K -16 -2%
SFG
3680
Somnio Financial Group
Connecticut
$258K – – –
HNWA
3681
Henrickson Nauta Wealth Advisors
Michigan
$258K +$237K +730 New
IF
3682
IRON Financial
Illinois
$257K -$24.4K -75 -9%
CF
3683
Clarity Financial
Texas
$257K +$7.81K +24 +3%
RDFA
3684
Ritter Daniher Financial Advisory
Ohio
$257K -$33.5K -103 -12%
HAG
3685
HF Advisory Group
Maryland
$256K +$20.2K +62 +9%
CWP
3686
Curated Wealth Partners
California
$256K +$236K +726 New
FBT
3687
First Bank & Trust
South Dakota
$256K +$236K +726 New
AMBIA
3688
Allen Mooney & Barnes Investment Advisors
Georgia
$256K -$25.4K -78 -10%
MGI
3689
Miller Global Investments
Texas
$256K +$88.5K +272 +60%
OIS
3690
OneAscent Investment Solutions
Alabama
$255K +$235K +723 New
BFW
3691
Brady Family Wealth
Missouri
$255K -$3.58K -11 -2%
SFSG
3692
Sound Financial Strategies Group
Mississippi
$255K – – –
BFA
3693
Bridgelight Financial Advisors
Connecticut
$254K -$70.9K -218 -23%
LD
3694
Lipe & Dalton
New York
$254K – – –
WTFG
3695
Wood Tarver Financial Group
Idaho
$254K +$1.63K +5 +0.7%
AIC
3696
Argus Investors Counsel
New York
$254K – – –
LFP
3697
Leeward Financial Partners
Washington
$254K – – –
PB
3698
Prosperity Bancshares
Texas
$254K -$65.4K -201 -22%
SA
3699
Stewardship Advisors
Pennsylvania
$254K -$15.3K -47 -6%
TCOK
3700
Trust Company of Kansas
Kansas
$253K -$69.9K -215 -23%
146 147
148
149 150