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Name Holding Trade Value Shares
Change 		Change in
Stake
FW
6176
Fidato Wealth
Ohio
$262K -$2.51K -5 -0.9%
ADMI
6177
Albert D. Mason Inc
Massachusetts
$261K -$12.5K -25 -4%
MWM
6178
Mittelman Wealth Management
Massachusetts
$261K +$270K +538 New
FWM
6179
FSR Wealth Management
Illinois
$260K +$31.1K +62 +13%
MM
6180
Meridian Management
Arkansas
$259K -$37.6K -75 -12%
LWMT
6181
Legacy Wealth Management (Tennessee)
Tennessee
$259K +$5.01K +10 +2%
FLA
6182
Financial Life Advisors
Texas
$259K +$268K +535 New
ACA
6183
AllStreet Capital Advisors
California
$256K +$266K +530 New
IFA
6184
Interactive Financial Advisors
Illinois
$256K +$12K +24 +5%
JFG
6185
JDM Financial Group
Texas
$256K -$112K -224 -30%
LPP
6186
Life Planning Partners
Florida
$254K -$32.6K -65 -11%
MAM
6187
Marquette Asset Management
Minnesota
$254K -$115K -230 -30%
AWA
6188
American Wealth Advisors
Georgia
$254K +$501 +1 +0.2%
BWA
6189
Brave Warrior Advisors
New York
$254K – – –
UI
6190
Unconventional Investor
New Hampshire
$253K – – –
EA
6191
Evergreen Advisors
Tennessee
$252K +$262K +522 New
HAS
6192
Horizon Advisory Services
New York
$251K – – –
LKWM
6193
Lee-Kelleher Wealth Management
Maryland
$250K – – –
OIA
6194
Oakmont Investment Advisors
Pennsylvania
$249K +$258K +514 New
YAL
6195
Your Advocates Ltd
Texas
$249K +$18.5K +37 +8%
ASG
6196
Ariston Services Group
California
$249K – – –
SKK
6197
Shepherd Kaplan Krochuk
Massachusetts
$249K +$41.6K +83 +19%
SFA
6198
Salus Financial Advisors
Colorado
$248K +$25.6K +51 +11%
AC
6199
Attessa Capital
Arizona
$247K +$42.6K +85 +20%
TBF
6200
True Blue Financial
Michigan
$247K +$256K +510 New
246 247
248
249 250