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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
851
Wealth Architects
California
$411K -$4.77K -35 -1%
WC
852
Waterloo Capital
Texas
$408K +$79.8K +585 +26%
RFP
853
Root Financial Partners
California
$406K +$132K +970 +52%
IRP
854
Investment Research Partners
Pennsylvania
$404K +$45.4K +333 +13%
WPW
855
Watershed Private Wealth
Illinois
$404K +$385K +2,824 New
WS
856
Wedbush Securities
California
$403K -$52.2K -383 -12%
VCM
857
Virtue Capital Management
Tennessee
$397K -$46.1K -338 -11%
CW
858
CreativeOne Wealth
Kansas
$392K +$33.6K +246 +10%
1CP
859
17 Capital Partners
Arizona
$390K – – –
TWD
860
True Wealth Design
Ohio
$389K -$5.05K -37 -1%
AIP
861
Avail Investment Partners
Pennsylvania
$389K +$57K +418 +18%
DIM
862
DLK Investment Management
California
$386K -$6.28K -46 -2%
WFA
863
Wellspring Financial Advisors
Ohio
$385K -$5.05K -37 -1%
SACTSONJ
864
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$384K -$27.1K -199 -7%
VFA
865
Valeo Financial Advisors
Indiana
$383K +$41.5K +304 +13%
BCM
866
Becker Capital Management
Oregon
$378K +$22.5K +165 +7%
SF
867
Summit Financial
New Jersey
$374K +$357K +2,617 New
SAI
868
Savvy Advisors Inc
New York
$373K -$203K -1,488 -36%
CH
869
CDKV Holdings
Colorado
$372K – – –
BFO
870
Boston Family Office
Massachusetts
$371K -$27.7K -203 -7%
DKCM
871
Davidson Kahn Capital Management
California
$369K -$21K -154 -6%
MW
872
MBL Wealth
North Carolina
$365K +$96K +704 +38%
IIA
873
Integral Investment Advisors
California
$364K +$4.77K +35 +1%
AFT
874
Alpha Family Trust
California
$362K +$345K +2,530 New
FCM
875
Fourpath Capital Management
Oklahoma
$362K -$28K -205 -8%
33 34
35
36 37