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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
2751
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$269K – – –
WPW
2752
Watershed Private Wealth
Illinois
$269K – – –
GHA
2753
GW Henssler & Associates
Georgia
$269K +$5.49K +12 +2%
GMA
2754
Glassy Mountain Advisors
Maryland
$269K +$3.66K +8 +1%
MIC
2755
Meridian Investment Counsel
California
$267K -$7.77K -17 -3%
OA
2756
Operose Advisors
Wisconsin
$265K -$46.2K -101 -15%
IAG
2757
Investment Advisory Group
Massachusetts
$265K +$7.77K +17 +3%
FAP
2758
Financial Advisory Partners
Florida
$265K – – –
SMFG
2759
Sumitomo Mitsui Financial Group
Japan
$265K – – –
WE
2760
Wealth Effects
Massachusetts
$264K -$26.1K -57 -9%
NEWAS
2761
N.E.W. Advisory Services
Wisconsin
$263K – – –
ODG
2762
O'Dell Group
Ohio
$263K – – –
JTWM
2763
Jackson Thornton Wealth Management
Alabama
$263K – – –
LB
2764
Legacy Bridge
Iowa
$262K -$13.7K -30 -5%
AWM
2765
Activest Wealth Management
Florida
$262K +$4.11K +9 +2%
FTA
2766
Financial & Tax Architects
Missouri
$262K -$71.8K -157 -22%
DC
2767
Diametric Capital
Massachusetts
$261K +$248K +543 New
FFO
2768
Fortitude Family Office
Arizona
$261K -$7.77K -17 -3%
WBG
2769
Wharton Business Group
Pennsylvania
$261K – – –
CPIA
2770
Cornell Pochily Investment Advisors
New York
$259K +$5.94K +13 +2%
RPCA
2771
Running Point Capital Advisors
California
$258K -$119K -260 -33%
EGWAG
2772
Elwood & Goetz Wealth Advisory Group
Georgia
$258K -$17.4K -38 -7%
KIA
2773
KLR Investment Advisors
Rhode Island
$257K +$257K +562 New
BDF
2774
Black Diamond Financial
Maryland
$257K – – –
WWP
2775
WR Wealth Planners
Missouri
$257K +$13.7K +30 +6%
109 110
111
112 113