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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3626
Mosley Wealth Management
California
$470K -$34.7K -108 -7%
FP
3627
Financial Perspectives
Minnesota
$469K +$8.99K +28 +2%
GC
3628
Gibson Capital
Pennsylvania
$469K – – –
SIA
3629
Spectrum Investment Advisors
Wisconsin
$469K +$439K +1,368 New
TPBG
3630
Turning Point Benefit Group
Maryland
$469K -$205K -640 -32%
SAM
3631
Smithbridge Asset Management
Pennsylvania
$469K +$642 +2 +0.1%
AWMG
3632
Alliance Wealth Management Group
New Jersey
$469K – – –
CFG
3633
Carr Financial Group
Massachusetts
$468K +$5.78K +18 +1%
AGAM
3634
Audent Global Asset Management
California
$467K +$39.5K +123 +10%
SGWM
3635
Sterling Group Wealth Management
California
$467K -$85.1K -265 -16%
BBNB
3636
Baker Boyer National Bank
Washington
$467K +$963 +3 +0.2%
LAS
3637
LWM Advisory Services
Florida
$466K -$139K -432 -24%
BRPW
3638
Ballast Rock Private Wealth
South Carolina
$466K +$4.17K +13 +1%
MAG
3639
M3 Advisory Group
Massachusetts
$466K +$3.53K +11 +0.8%
SWP
3640
Summit Wealth Partners
Florida
$465K – – –
NCG
3641
Newport Capital Group
New Jersey
$465K -$242K -753 -36%
SWM
3642
Sagace Wealth Management
Florida
$464K – – –
OFG
3643
Oxford Financial Group
Indiana
$464K -$195K -606 -31%
OCPWS
3644
One Charles Private Wealth Services
Massachusetts
$463K +$6.1K +19 +1%
FC
3645
Financial Council
Maryland
$462K – – –
NC
3646
North Capital
Utah
$461K +$9.63K +30 +2%
SPAS
3647
Spectrum Planning & Advisory Services
California
$461K -$178K -554 -29%
CFO
3648
Custos Family Office
Texas
$460K +$9.95K +31 +2%
RA
3649
Rise Advisors
New York
$460K +$17.3K +54 +4%
JWM
3650
Jackson Wealth Management
Florida
$459K -$4.16M -12,960 -91%
144 145
146
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