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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
3676
Formulate Financial
Florida
$261K – – –
LWM
3677
Lighthouse Wealth Management
Ohio
$261K +$733 +2 +0.3%
KWA
3678
Kellett Wealth Advisors
Ohio
$261K +$13.6K +37 +5%
OPWM
3679
Oxinas Partners Wealth Management
Indiana
$260K -$1.83K -5 -0.7%
PHAM
3680
Palisades Hudson Asset Management
Florida
$260K – – –
APW
3681
Aurora Private Wealth
New Jersey
$260K +$277K +755 New
COI
3682
Connable Office Inc
Michigan
$259K – – –
SGI
3683
Swan Global Investments
Colorado
$259K +$276K +754 New
AU
3684
AlphaGrep UK
$259K +$276K +753 New
S
3685
Sachetta
Massachusetts
$259K -$462K -1,262 -63%
GPWA
3686
Great Point Wealth Advisors
Massachusetts
$259K -$10.6K -29 -4%
AC
3687
Addison Capital
Pennsylvania
$259K +$366 +1 +0.1%
GWAG
3688
Garrett Wealth Advisory Group
Texas
$259K +$2.93K +8 +1%
JHP
3689
James Hambro & Partners
United Kingdom
$258K – – –
SFG
3690
Somnio Financial Group
Connecticut
$258K +$6.96K +19 +3%
OWM
3691
Orgel Wealth Management
Wisconsin
$257K +$74.4K +203 +37%
MWA
3692
Mills Wealth Advisors
Texas
$257K – – –
GA
3693
GoalVest Advisory
New York
$257K +$39.2K +107 +17%
PCMC
3694
Paragon Capital Management (Colorado)
Colorado
$257K -$31.1K -85 -10%
CFWMA
3695
Center for Wealth Management Advisory
Ohio
$257K +$273K +746 New
VI
3696
VanderPol Investments
Michigan
$256K -$13.2K -36 -5%
MSWMA
3697
Market Street Wealth Management Advisors
Indiana
$256K -$17.2K -47 -6%
SO
3698
Sierra Ocean
California
$256K -$30.8K -84 -10%
MWM
3699
Mascoma Wealth Management
New Hampshire
$256K -$59.3K -162 -18%
PFO
3700
PMG Family Office
Texas
$256K – – –
146 147
148
149 150