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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3701
GoalFusion Wealth Management
Texas
$249K -$4.01K -11 -1%
HB
3702
Horizon Bancorp
Indiana
$249K +$6.56K +18 +2%
FF
3703
Formulate Financial
Florida
$249K -$729 -2 -0.3%
ODA
3704
One Degree Advisors
California
$248K -$55K -151 -17%
PHAM
3705
Palisades Hudson Asset Management
Florida
$248K – – –
AC
3706
Addison Capital
Pennsylvania
$247K – – –
TCM
3707
Teza Capital Management
Illinois
$247K +$27.3K +75 +11%
IPW
3708
Intergy Private Wealth
Colorado
$247K +$25.1K +69 +10%
SP
3709
Symmetry Partners
Connecticut
$247K +$44.8K +123 +20%
PFW
3710
Petros Family Wealth
Minnesota
$247K -$80.2K -220 -23%
JHP
3711
James Hambro & Partners
United Kingdom
$247K – – –
LFA
3712
Level Financial Advisors
New York
$247K -$18.9K -52 -6%
CFWMA
3713
Center for Wealth Management Advisory
Ohio
$246K +$1.09K +3 +0.4%
HSG
3714
Helen Stephens Group
Texas
$246K +$10.2K +28 +4%
MWA
3715
Mills Wealth Advisors
Texas
$246K – – –
AWM
3716
Abound Wealth Management
Tennessee
$245K +$10.9K +30 +4%
IPW
3717
IronBridge Private Wealth
Texas
$245K +$45.9K +126 +20%
GPWA
3718
Great Point Wealth Advisors
Massachusetts
$244K -$3.64K -10 -1%
MWM
3719
Mascoma Wealth Management
New Hampshire
$244K -$729 -2 -0.3%
OPWM
3720
Oregon Pacific Wealth Management
Oregon
$244K – – –
NFG
3721
Northeast Financial Group
Pennsylvania
$244K -$60.9K -167 -18%
CAM
3722
Claret Asset Management
Quebec, Canada
$243K -$251K -688 -48%
BAG
3723
Bauman Advisory Group
Nevada
$243K +$269K +738 New
TPWM
3724
Twelve Points Wealth Management
Massachusetts
$243K +$36.1K +99 +15%
FPCG
3725
Forum Private Client Group
Indiana
$243K -$729 -2 -0.3%
147 148
149
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