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Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
3076
Waypoint Wealth Counsel
Georgia
$6.95M +$93.8K +405 +1%
CM
3077
Columbus Macro
Pennsylvania
$6.95M -$467K -2,016 -6%
TCWM
3078
Total Clarity Wealth Management
Illinois
$6.94M – – –
SFG
3079
Sather Financial Group
Texas
$6.94M +$341K +1,473 +5%
LRWA
3080
Long Run Wealth Advisors
New York
$6.94M +$688K +2,969 +11%
RSA
3081
River Street Advisors
Illinois
$6.94M +$79.7K +344 +1%
FWM
3082
Forefront Wealth Management
Pennsylvania
$6.94M -$67K -289 -0.9%
SWA
3083
Strategies Wealth Advisors
Michigan
$6.93M +$6.07M +26,219 +526%
LF
3084
LifeSteps Financial
California
$6.93M -$718K -3,101 -9%
GCA
3085
Gallagher Capital Advisors
Texas
$6.92M -$99.8K -431 -1%
BFS
3086
BridgePort Financial Solutions
Iowa
$6.92M +$61.6K +266 +0.9%
JCFM
3087
JBR Co Financial Management
Oklahoma
$6.92M +$164K +710 +2%
EA
3088
Ergawealth Advisors
Illinois
$6.92M -$63.2K -273 -0.9%
TSWM
3089
Triangle Securities Wealth Management
North Carolina
$6.9M +$47.3K +204 +0.7%
EPIME
3090
Evelyn Partners Investment Management (Europe)
$6.9M +$196K +847 +3%
GWS
3091
Greykasell Wealth Strategies
California
$6.89M +$73.4K +317 +1%
TA
3092
Tectonic Advisors
Texas
$6.89M +$404K +1,746 +6%
BAM
3093
BOS Asset Management
Illinois
$6.86M -$290K -1,251 -4%
AWM
3094
Ameliora Wealth Management
Switzerland
$6.86M -$901K -3,891 -11%
GCM
3095
G2 Capital Management
Ohio
$6.86M +$84.1K +363 +1%
PBF
3096
Petix & Botte Financial
California
$6.85M -$49.8K -215 -0.7%
WF
3097
Whelan Financial
California
$6.85M +$427K +1,841 +6%
BMC
3098
Beaton Management Company
Massachusetts
$6.83M -$122K -525 -2%
ACA
3099
Anchor Capital Advisors
Massachusetts
$6.82M -$369K -1,592 -5%
HIM
3100
Hillsdale Investment Management
Ontario, Canada
$6.81M +$6.95K +30 +0.1%
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