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Name Holding Trade Value Shares
Change 		Change in
Stake
HFW
4076
Horizon Family Wealth
Illinois
$821K +$791K +2,440 New
HA
4077
Hofer & Associates
California
$821K +$791K +2,441 New
QWM
4078
Quaker Wealth Management
New Jersey
$821K +$791K +2,441 New
CSIA
4079
Charles Schwab Investment Advisory
California
$820K +$136K +420 +21%
NWM
4080
Nauset Wealth Management
Connecticut
$818K +$788K +2,432 New
NP
4081
Ninepoint Partners
Ontario, Canada
$814K -$126K -389 -14%
AW
4082
Avion Wealth
Texas
$807K – – –
MIM
4083
Martin Investment Management
Florida
$801K – – –
UIA
4084
Ulland Investment Advisors
Minnesota
$800K +$771K +2,379 New
AMR
4085
Asset Management Resources
Massachusetts
$798K +$769K +2,373 New
RCG
4086
Resource Consulting Group
Florida
$797K +$768K +2,369 New
BIA
4087
Bell Investment Advisors
California
$796K +$7.13K +22 +0.9%
LHWM
4088
Lake Hills Wealth Management
Texas
$795K +$766K +2,364 New
IWP
4089
Insight Wealth Partners
Texas
$793K +$765K +2,359 New
PBF
4090
Petix & Botte Financial
California
$792K -$737K -2,274 -49%
OFS
4091
Oldfather Financial Services
Nebraska
$790K +$44.7K +138 +6%
NIM
4092
NuWave Investment Management
New Jersey
$790K +$135K +417 +22%
SPW
4093
Surience Private Wealth
Washington
$785K +$757K +2,335 New
BCM
4094
Birmingham Capital Management
Alabama
$784K -$8.11K -25 -1%
FWM
4095
FFT Wealth Management
Pennsylvania
$783K +$115K +355 +18%
IIA
4096
Integral Investment Advisors
California
$780K +$752K +2,318 New
VFG
4097
V2 Financial group
Illinois
$780K – – –
RWG
4098
Ratio Wealth Group
Colorado
$775K +$1.62K +5 +0.2%
RFO
4099
RiverGlades Family Offices
Florida
$774K – – –
BWP
4100
Bernardo Wealth Planning
Pennsylvania
$767K +$45.4K +140 +7%
162 163
164
165 166