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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
3751
TLWM Financial
Texas
$1.28M +$172K +1,356 +13%
HP
3752
Haven Private
Florida
$1.28M +$117K +925 +9%
MWM
3753
Momentous Wealth Management
Washington
$1.28M +$415K +3,274 +39%
SWM
3754
SK Wealth Management
Rhode Island
$1.28M +$80.2K +633 +5%
FFS
3755
Flavin Financial Services
Florida
$1.27M +$4.06K +32 +0.3%
DDPIC
3756
Deroy & Devereaux Private Investment Counsel
Michigan
$1.27M -$63.4K -500 -4%
ST
3757
Sageworth Trust
Pennsylvania
$1.27M -$13.2K -104 -0.9%
CI
3758
Corient IA
Florida
$1.26M +$1.48M +11,650 New
SHFP
3759
Second Half Financial Partners
Florida
$1.26M +$225K +1,777 +18%
UIM
3760
Unified Investment Management
Georgia
$1.26M -$416K -3,283 -22%
HWMC
3761
Heritage Wealth Management (California)
California
$1.26M +$327K +2,578 +28%
MA
3762
MBA Advisors
Pennsylvania
$1.26M +$104K +818 +8%
OFO
3763
OneAscent Family Office
Alabama
$1.26M +$505K +3,983 +53%
SFS
3764
Summit Financial Strategies
Ohio
$1.25M -$73.8K -582 -5%
LIA
3765
Lynx Investment Advisory
District of Columbia
$1.25M +$74.9K +591 +5%
HBFP
3766
Henderson Brothers Financial Partners
Pennsylvania
$1.25M +$852K +6,720 New
TPW
3767
Transatlantique Private Wealth
New York
$1.25M +$263K +2,075 +22%
CA
3768
CWC Advisors
Oregon
$1.25M +$1.47M +11,560 New
GTAM
3769
Global Trust Asset Management
Florida
$1.25M -$15.2K -120 -1%
FB
3770
First Bancorp
Maine
$1.25M +$229K +1,803 +18%
THCM
3771
Taylor Hoffman Capital Management
Virginia
$1.25M -$13.3K -105 -0.9%
E3F
3772
Eight 31 Financial
Texas
$1.25M +$172K +1,361 +13%
OIS
3773
OneAscent Investment Solutions
Alabama
$1.25M +$1.46M +11,530 New
WA
3774
Wealthstar Advisors
Texas
$1.25M -$985K -7,768 -40%
PWM
3775
PBMares Wealth Management
Virginia
$1.25M -$743K -5,860 -34%
149 150
151
152 153