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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
3276
Meredith Wealth Planning
Illinois
$1.34M -$38K -51 -3%
CAM
3277
Cacti Asset Management
Georgia
$1.34M – – –
MA
3278
MBA Advisors
Pennsylvania
$1.34M +$4.47K +6 +0.3%
EPIME
3279
Evelyn Partners Investment Management (Europe)
$1.34M +$41.7K +56 +3%
SPWG
3280
Syntegra Private Wealth Group
Missouri
$1.34M +$63.3K +85 +5%
PWP
3281
Prasad Wealth Partners
Ohio
$1.34M -$240K -322 -15%
PWM
3282
Prentice Wealth Management
New York
$1.34M +$44.7K +60 +3%
AWM
3283
Alterna Wealth Management
Texas
$1.33M -$107K -144 -7%
PWS
3284
Proactive Wealth Strategies
Georgia
$1.33M +$744 +1 +0.1%
BPWM
3285
BCS Private Wealth Management
New Jersey
$1.33M +$702K +943 +109%
HWA
3286
HMV Wealth Advisors
Louisiana
$1.33M -$96.8K -130 -7%
BWA
3287
BlueSky Wealth Advisors
North Carolina
$1.32M +$77.4K +104 +6%
SWM
3288
Steinberganna Wealth Management
New York
$1.32M +$1.34M +1,803 New
PHM
3289
Prospect Hill Management
New Jersey
$1.32M +$55.8K +75 +4%
FFS
3290
Fischer Financial Services
Pennsylvania
$1.32M +$1.34M +1,799 New
WWC
3291
Waypoint Wealth Counsel
Georgia
$1.32M +$78.9K +106 +6%
PSC
3292
Prentiss Smith & Co
Vermont
$1.32M -$10.4K -14 -0.8%
MWAM
3293
Manhattan West Asset Management
California
$1.31M -$179K -240 -12%
HP
3294
Holistic Planning
Texas
$1.31M +$332K +446 +33%
SIS
3295
Strategic Investment Solutions
Illinois
$1.31M -$142K -191 -10%
LEA
3296
Legacy Edge Advisors
New York
$1.31M -$24.6K -33 -2%
MFC
3297
Mechanics Financial Corp
Ohio
$1.3M +$35.7K +48 +3%
SIC
3298
SJS Investment Consulting
Ohio
$1.3M +$318K +427 +32%
VIPI
3299
Vista Investment Partners II
Indiana
$1.3M -$32K -43 -2%
NWP
3300
NerdWallet Wealth Partners
New York
$1.3M +$1.32M +1,773 New
130 131
132
133 134