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Name Holding Trade Value Shares
Change 		Change in
Stake
OKSA
4301
O'Keefe Stevens Advisory
New York
$265K – – –
MG
4302
MilWealth Group
Wisconsin
$262K -$6.56K -39 -3%
SPWM
4303
Straight Path Wealth Management
Michigan
$262K – – –
BOC
4304
Bull Oak Capital
California
$262K +$252K +1,500 New
SC
4305
Shearwater Capital
Colorado
$259K – – –
DACG
4306
Donor Advised Charitable Giving
California
$256K -$168K -1,000 -41%
CAM
4307
Capco Asset Management
Florida
$253K – – –
TLFA
4308
True Link Financial Advisors
California
$252K +$37.7K +224 +18%
CWP
4309
Corepath Wealth Partners
Arizona
$251K – – –
SPA
4310
Shore Point Advisors
New Jersey
$250K +$202K +1,200 +515%
JFG
4311
JMG Financial Group
Illinois
$246K -$236K -1,406 -50%
APSI
4312
Asset Planning Services Inc
Louisiana
$245K – – –
RMSCM
4313
R.M. Sincerbeaux Capital Management
New York
$240K – – –
BFS
4314
Burrus Financial Services
Utah
$237K +$228K +1,358 New
HNWA
4315
Henrickson Nauta Wealth Advisors
Michigan
$234K – – –
ECM
4316
EMC Capital Management
Texas
$233K +$17.2K +102 +8%
SFS
4317
Starfox Financial Services
Texas
$231K – – –
SFG
4318
Snider Financial Group
Washington
$230K -$188K -1,120 -46%
ACM
4319
American Capital Management
New York
$230K – – –
CWM
4320
Comprehensive Wealth Management
Washington
$229K -$11.4K -68 -5%
GBA
4321
Garrison Bradford & Associates
New York
$225K – – –
TC
4322
Touchstone Capital
Pennsylvania
$219K +$211K +1,257 New
OTL
4323
Oak Thistle LLC
New York
$215K +$207K +1,232 New
MHB
4324
Midwest Heritage Bank
Iowa
$215K +$207K +1,233 New
P
4325
Pariax
California
$210K -$1.1M -6,566 -85%
171 172
173
174 175