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Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
3726
Walled Lake Planning & Wealth Management
Illinois
$769K +$7.95K +13 +1%
SWA
3727
Serenus Wealth Advisors
California
$768K – – –
QP
3728
Quartz Partners
New York
$767K -$5.29M -8,649 -86%
LAM
3729
Lakewood Asset Management
Illinois
$764K – – –
HW
3730
HORAN Wealth
Ohio
$764K +$147K +241 +22%
WI
3731
Wealth Intelligence
Georgia
$763K +$19K +31 +2%
W
3732
WealthCollab
Washington
$763K +$61.8K +101 +8%
LAMC
3733
Longview Asset Management (California)
California
$762K -$3.67K -6 -0.4%
BWAM
3734
Boyd Watterson Asset Management
Ohio
$762K – – –
RCA
3735
Ranch Capital Advisors
Florida
$762K -$611 -1 -0.1%
BAM
3736
Brave Asset Management
New Jersey
$762K +$342K +560 +71%
SIS
3737
Strategic Investment Solutions
Illinois
$761K -$48.3K -79 -6%
VP
3738
Verum Partners
North Carolina
$761K +$116K +189 +16%
SIC
3739
SJS Investment Consulting
Ohio
$759K +$20.2K +33 +3%
CHA
3740
Cooper/Haims Advisors
New York
$759K +$105K +171 +15%
OCM
3741
Osbon Capital Management
Massachusetts
$758K -$34.9K -57 -4%
PCP
3742
Pacific Capital Partners
$757K -$230K -376 -22%
LMFP
3743
Larry Mathis Financial Planning
Arizona
$756K -$103K -168 -11%
IWA
3744
Inspirion Wealth Advisors
Illinois
$756K -$53.8K -88 -7%
CCA
3745
Carrera Capital Advisors
Michigan
$755K +$61.8K +101 +8%
GIM
3746
Groesbeck Investment Management
New Jersey
$755K – – –
BWA
3747
BlueSky Wealth Advisors
North Carolina
$754K -$119K -194 -13%
MAMU
3748
Myriad Asset Management US
Florida
$753K -$74.6K -122 -8%
PAA
3749
Peregrine Asset Advisers
Oregon
$752K -$48.9K -80 -6%
FWTB
3750
First Western Trust Bank
Colorado
$750K +$5.5K +9 +0.7%
148 149
150
151 152