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Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
3226
Waypoint Wealth Counsel
Georgia
$5.94M +$17.7K +95 +0.3%
LSA
3227
Lion Street Advisors
Texas
$5.93M -$80K -429 -1%
SPA
3228
Sentinel Pension Advisors
Massachusetts
$5.93M -$279K -1,494 -5%
WWMSC
3229
Wagner Wealth Management (South Carolina)
South Carolina
$5.92M +$212K +1,135 +4%
AWMG
3230
Alliance Wealth Management Group
New Jersey
$5.91M -$380K -2,037 -7%
KWM
3231
Kolinsky Wealth Management
New Jersey
$5.9M +$324K +1,739 +7%
OQS
3232
Occudo Quantitative Strategies
Florida
$5.9M +$1.03M +5,550 +25%
EFA
3233
Edge Financial Advisors
Illinois
$5.9M -$544K -2,915 -9%
MPCL
3234
My Personal CFO LLC
Washington
$5.9M +$33.4K +179 +0.6%
IGWM
3235
ICA Group Wealth Management
Colorado
$5.89M -$8M -42,878 -61%
CF
3236
Corrigan Financial
Rhode Island
$5.89M – – –
MAM
3237
MWA Asset Management
Massachusetts
$5.89M +$4.66K +25 +0.1%
WMG
3238
WESCAP Management Group
California
$5.88M +$103K +551 +2%
BOM
3239
Bank of Marin
California
$5.88M -$295K -1,584 -5%
MKC
3240
M. Kraus & Co
Vermont
$5.87M -$115K -616 -2%
TCM
3241
Tandem Capital Management
New Jersey
$5.87M -$68.8K -369 -1%
TCWM
3242
Total Clarity Wealth Management
Illinois
$5.87M -$322K -1,726 -6%
EDRIA
3243
Edmonds Duncan Registered Investment Advisors
Kansas
$5.86M -$17K -91 -0.3%
WW
3244
Westshore Wealth
California
$5.86M -$124K -664 -2%
LW
3245
Libra Wealth
California
$5.86M +$187K +1,001 +4%
RB
3246
Richmond Brothers
Michigan
$5.85M -$444K -2,381 -8%
IF
3247
Integrity Financial
Wyoming
$5.85M -$307K -1,645 -6%
ECM
3248
Exchange Capital Management
Michigan
$5.85M -$303K -1,626 -6%
SA
3249
SFI Advisors
New Jersey
$5.83M +$18.6K +100 +0.4%
SG
3250
Somerset Group
Minnesota
$5.82M +$118K +631 +2%
128 129
130
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