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Name Holding Trade Value Shares
Change 		Change in
Stake
PFW
3701
Petros Family Wealth
Minnesota
$247K -$80.2K -220 -23%
JHP
3702
James Hambro & Partners
United Kingdom
$247K – – –
LFA
3703
Level Financial Advisors
New York
$247K -$18.9K -52 -6%
CFWMA
3704
Center for Wealth Management Advisory
Ohio
$246K +$1.09K +3 +0.4%
HSG
3705
Helen Stephens Group
Texas
$246K +$10.2K +28 +4%
MWA
3706
Mills Wealth Advisors
Texas
$246K – – –
AWM
3707
Abound Wealth Management
Tennessee
$245K +$10.9K +30 +4%
IPW
3708
IronBridge Private Wealth
Texas
$245K +$45.9K +126 +20%
GPWA
3709
Great Point Wealth Advisors
Massachusetts
$244K -$3.64K -10 -1%
MWM
3710
Mascoma Wealth Management
New Hampshire
$244K -$729 -2 -0.3%
OPWM
3711
Oregon Pacific Wealth Management
Oregon
$244K – – –
NFG
3712
Northeast Financial Group
Pennsylvania
$244K -$60.9K -167 -18%
CAM
3713
Claret Asset Management
Quebec, Canada
$243K -$251K -688 -48%
BAG
3714
Bauman Advisory Group
Nevada
$243K +$269K +738 New
TPWM
3715
Twelve Points Wealth Management
Massachusetts
$243K +$36.1K +99 +15%
FPCG
3716
Forum Private Client Group
Indiana
$243K -$729 -2 -0.3%
PCA
3717
Peddock Capital Advisors
Massachusetts
$242K – – –
SF
3718
Schaeffer Financial
Maryland
$242K – – –
1CP
3719
17 Capital Partners
Arizona
$242K +$12.8K +35 +5%
BF
3720
Baring Financial
Washington
$242K +$9.84K +27 +4%
SAM
3721
Smithbridge Asset Management
Pennsylvania
$241K -$202K -555 -43%
BFW
3722
Brady Family Wealth
Missouri
$241K -$13.8K -38 -5%
GPW
3723
Gray Private Wealth
Massachusetts
$241K -$21.5K -59 -7%
SLWA
3724
San Luis Wealth Advisors
California
$241K +$20.4K +56 +8%
NRW
3725
Nova R Wealth
Kansas
$240K +$23.3K +64 +10%
147 148
149
150 151