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Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
3751
Omni 360 Wealth
New Jersey
$340K +$48.9K +95 +19%
T
3752
Tidemark
California
$339K -$13.4K -26 -4%
PJSIMP
3753
P.J. Schmidt Investment Management (PJS)
Wisconsin
$338K -$2.57K -5 -0.8%
EWP
3754
Elevation Wealth Partners
California
$337K +$16K +31 +6%
FWA
3755
FOCUS Wealth Advisors
Texas
$335K – – –
GWWM
3756
Great Waters Wealth Management
Minnesota
$335K -$1.03K -2 -0.3%
AWP
3757
Abacus Wealth Partners
California
$335K +$84.4K +164 +39%
MLA
3758
MB, Levis & Associates
Pennsylvania
$334K -$12.3K -24 -4%
MSF
3759
Mustard Seed Financial
Arkansas
$334K -$11.3K -22 -4%
HKAM
3760
Horizon Kinetics Asset Management
New York
$334K +$1.03K +2 +0.3%
POIA
3761
Pin Oak Investment Advisors
Texas
$333K – – –
PPWM
3762
PFG Private Wealth Management
Florida
$333K +$192K +374 +181%
VH
3763
Visionary Horizons
Tennessee
$332K +$298K +580 New
SC
3764
Schubert & Co
Texas
$332K +$11.8K +23 +4%
UFA
3765
US Financial Advisors
Massachusetts
$330K – – –
JGIA
3766
Jackson Grant Investment Advisers
Connecticut
$330K – – –
FSG
3767
Financial Strategies Group
Michigan
$330K +$1.03K +2 +0.4%
LWAM
3768
Legacy Wealth Asset Management
Minnesota
$330K -$515 -1 -0.2%
SCI
3769
Silver Coast Investments
United States
$329K -$12.3K -24 -4%
HKIM
3770
Hayek Kallen Investment Management
Alabama
$329K +$12.3K +24 +4%
BA
3771
Bridge Advisory
California
$329K -$515 -1 -0.2%
PPW
3772
PACK Private Wealth
Minnesota
$329K – – –
VFG
3773
Valley Financial Group
Pennsylvania
$329K -$34K -66 -10%
SGWM
3774
Sterling Group Wealth Management
California
$329K – – –
HGWM
3775
Horst & Graben Wealth Management
Oregon
$328K – – –
149 150
151
152 153