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Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
2751
One Wealth Management Investment & Advisory Services
Florida
$281K -$202K -2,292 -37%
WMA
2752
William Mack & Associates
Michigan
$280K -$183K -2,075 -35%
BBA
2753
Braun-Bostich & Associates
Pennsylvania
$280K +$352 +4 +0.1%
SIC
2754
Sigma Investment Counselors
Michigan
$280K -$6.17K -70 -2%
CPIA
2755
Cornell Pochily Investment Advisors
New York
$279K +$13.8K +157 +4%
SAM
2756
Strategy Asset Managers
California
$279K +$11.4K +130 +3%
WAG
2757
Wallace Advisory Group
California
$279K +$31.4K +356 +10%
CAS
2758
CTC Alternative Strategies
Illinois
$278K -$5.9K -67 -2%
GPA
2759
Garrison Point Advisors
California
$278K – – –
UW
2760
Unique Wealth
Florida
$278K -$3.79K -43 -1%
RFS
2761
Richardson Financial Services
Massachusetts
$278K -$22.9K -260 -6%
WH
2762
Willner & Heller
California
$278K -$107K -1,210 -24%
DIP
2763
DT Investment Partners
Pennsylvania
$278K – – –
HWA
2764
HMV Wealth Advisors
Louisiana
$277K -$5.28K -60 -2%
EPG
2765
Estate Planners Group
Pennsylvania
$276K -$388K -4,405 -53%
LFS
2766
Legacy Financial Strategies
Kansas
$276K -$14.8K -168 -4%
PCMNC
2767
Piedmont Capital Management (North Carolina)
North Carolina
$276K -$49.8K -566 -13%
SW
2768
SkyOak Wealth
Michigan
$276K – – –
FCMA
2769
Foresight Capital Management Advisors
Michigan
$275K -$60.8K -690 -15%
SF
2770
SWP Financial
California
$275K +$4.58K +52 +1%
IRP
2771
Investment Research Partners
Pennsylvania
$275K -$54.5K -619 -14%
CW
2772
Cedarwood Wealth
Colorado
$275K -$50.6K -575 -13%
AWA
2773
Aletheian Wealth Advisors
Washington
$275K +$29.1K +330 +9%
GHAM
2774
Gilman Hill Asset Management
Connecticut
$275K -$110K -1,250 -25%
BPW
2775
BlueDoor Private Wealth
Massachusetts
$274K -$15K -170 -4%
109 110
111
112 113