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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
3626
Summit Wealth & Retirement Planning
California
$2.66M -$837K -4,802 -26%
HWA
3627
Heartwood Wealth Advisors
Virginia
$2.65M +$205K +1,178 +9%
SHWM
3628
Smith & Howard Wealth Management
Georgia
$2.65M +$220K +1,263 +10%
FWA
3629
FOCUS Wealth Advisors
Texas
$2.65M -$217K -1,247 -8%
EE
3630
EWG Elevate
California
$2.65M -$2.09K -12 -0.1%
SPIO
3631
Seven Post Investment Office
California
$2.65M -$10.1K -58 -0.4%
RFP
3632
RCS Financial Planning
Maryland
$2.64M -$1.05K -6 -0%
GAM
3633
Garrison Asset Management
Arkansas
$2.64M -$20.9K -120 -0.9%
FS
3634
Ferguson Shapiro
Georgia
$2.62M -$3.59M -20,622 -60%
JGC
3635
J. Goldman & Co
New York
$2.62M +$2.36M +13,527 New
DLG
3636
Daniel L. Goodwin
$2.62M -$1.74K -10 -0.1%
EWM
3637
Echo Wealth Management
Minnesota
$2.62M -$443K -2,541 -16%
FCM
3638
Fortis Capital Management
Washington
$2.62M -$247K -1,419 -10%
HIS
3639
Harvest Investment Services
Illinois
$2.62M +$36.9K +212 +2%
DM
3640
Diker Management
New York
$2.62M – – –
DA
3641
Drake & Associates
Wisconsin
$2.62M -$2.61K -15 -0.1%
IIA
3642
Integral Investment Advisors
California
$2.62M -$587K -3,370 -20%
AFO
3643
Arrowroot Family Office
California
$2.61M +$301K +1,729 +15%
PWAC
3644
Private Wealth Advisors (California)
California
$2.61M -$22.8K -131 -1%
CA
3645
Crane Advisory
California
$2.61M +$587K +3,371 +33%
BF
3646
Brogan Financial
Tennessee
$2.6M -$173K -992 -7%
WAG
3647
Wallace Advisory Group
California
$2.6M – – –
AIM
3648
AMI Investment Management
Indiana
$2.59M – – –
SCM
3649
Stonehearth Capital Management
Massachusetts
$2.59M +$1.22K +7 +0.1%
CC
3650
Cipher Capital
New York
$2.59M +$2.32M +13,340 New
144 145
146
147 148