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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMM
3676
Piedmont Capital Management (Montana)
Montana
$262K +$6.96K +19 +3%
6F
3677
626 Financial
Michigan
$262K – – –
SWIG
3678
Strategic Wealth Investment Group
Kentucky
$262K -$165K -450 -37%
PF
3679
Prota Financial
Texas
$262K +$279K +761 New
AV
3680
Aspiring Ventures
Ohio
$262K -$6.96K -19 -2%
FCM
3681
Family Capital Management
Michigan
$262K +$26.4K +72 +10%
FF
3682
Formulate Financial
Florida
$261K – – –
LWM
3683
Lighthouse Wealth Management
Ohio
$261K +$733 +2 +0.3%
KWA
3684
Kellett Wealth Advisors
Ohio
$261K +$13.6K +37 +5%
OPWM
3685
Oxinas Partners Wealth Management
Indiana
$260K -$1.83K -5 -0.7%
PHAM
3686
Palisades Hudson Asset Management
Florida
$260K – – –
APW
3687
Aurora Private Wealth
New Jersey
$260K +$277K +755 New
COI
3688
Connable Office Inc
Michigan
$259K – – –
SGI
3689
Swan Global Investments
Colorado
$259K +$276K +754 New
AU
3690
AlphaGrep UK
$259K +$276K +753 New
S
3691
Sachetta
Massachusetts
$259K -$462K -1,262 -63%
GPWA
3692
Great Point Wealth Advisors
Massachusetts
$259K -$10.6K -29 -4%
AC
3693
Addison Capital
Pennsylvania
$259K +$366 +1 +0.1%
GWAG
3694
Garrett Wealth Advisory Group
Texas
$259K +$2.93K +8 +1%
JHP
3695
James Hambro & Partners
United Kingdom
$258K – – –
RA
3696
Range Advisory
Virginia
$258K +$275K +750 New
SFG
3697
Somnio Financial Group
Connecticut
$258K +$6.96K +19 +3%
OWM
3698
Orgel Wealth Management
Wisconsin
$257K +$74.4K +203 +37%
MWA
3699
Mills Wealth Advisors
Texas
$257K – – –
GA
3700
GoalVest Advisory
New York
$257K +$39.2K +107 +17%
146 147
148
149 150