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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
1826
Farrell Financial
New York
$285K – – –
FWP
1827
Flatrock Wealth Partners
California
$285K +$319K +1,859 New
DFA
1828
DHJJ Financial Advisors
Illinois
$284K +$318K +1,855 New
BPCE
1829
Bank Pictet & Cie (Europe)
Germany
$283K – – –
SMA
1830
Seven Mile Advisory
New Jersey
$283K -$111K -648 -26%
FWA
1831
FSM Wealth Advisors
Ohio
$282K -$24.9K -145 -7%
IHL
1832
Investment House LLC
California
$282K -$262K -1,525 -45%
GCS
1833
Gordian Capital (Singapore)
Singapore
$282K – – –
CWM
1834
Cornerstone Wealth Management
Missouri
$280K +$3.77K +22 +1%
FLP
1835
Financial Life Planners
Arizona
$279K – – –
FFA
1836
Florida Financial Advisors
Florida
$278K +$72.9K +425 +31%
WPW
1837
Watershed Private Wealth
Illinois
$278K -$8.58K -50 -3%
SFS
1838
Sharp Financial Services
Pennsylvania
$277K – – –
JSC
1839
Jackson Square Capital
California
$277K -$16.3K -95 -5%
DOA
1840
D'Orazio & Associates
Virginia
$277K -$858 -5 -0.3%
SFP
1841
Sandbox Financial Partners
Maryland
$276K -$337K -1,966 -52%
JSL
1842
JT Stratford LLC
Georgia
$276K -$21.4K -125 -6%
MSA
1843
Marino Stram & Associates
Massachusetts
$276K -$10.3K -60 -3%
B
1844
Bellecapital
Switzerland
$276K +$26.6K +155 +9%
OCM
1845
Orion Capital Management
California
$276K +$309K +1,800 New
CPC
1846
Congress Park Capital
New York
$275K -$142K -825 -31%
RCA
1847
Riverview Capital Advisers
Massachusetts
$275K +$63.5K +370 +26%
WHG
1848
Westwood Holdings Group
Texas
$273K -$8.58K -50 -3%
CG
1849
CFO4Life Group
Texas
$273K -$27.6K -161 -8%
TWM
1850
Thrive Wealth Management
Pennsylvania
$272K +$14.4K +84 +5%
72 73
74
75 76