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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1826
Spartan Planning & Wealth Management
North Carolina
$788K +$120K +536 +17%
CA
1827
Cornerstone Advisory
Maryland
$787K -$66K -294 -7%
IIC
1828
Ironwood Investment Counsel
Arizona
$786K -$131K -582 -14%
EPA
1829
Element Pointe Advisors
Florida
$786K -$637K -2,835 -44%
ACP
1830
Arcus Capital Partners
Georgia
$785K -$253K -1,126 -24%
CWA
1831
Consilium Wealth Advisory
Texas
$782K +$13.7K +61 +2%
PWP
1832
Pursue Wealth Partners
California
$781K +$819K +3,646 New
CSA
1833
Cornerstone Select Advisors
Missouri
$777K +$5.62K +25 +0.7%
SAM
1834
Seelaus Asset Management
New Jersey
$777K +$1.57K +7 +0.2%
PFG
1835
Putney Financial Group
California
$774K +$63.6K +283 +9%
GS
1836
GWN Securities
Florida
$773K +$77.9K +347 +11%
MFIM
1837
Mesirow Financial Investment Management
Illinois
$772K -$305K -1,356 -27%
PCA
1838
Pallas Capital Advisors
Massachusetts
$768K -$290K -1,291 -26%
SIAP
1839
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$765K +$27K +120 +3%
PWAM
1840
Private Wealth Asset Management
Iowa
$765K +$13.7K +61 +2%
HCM
1841
Hollencrest Capital Management
California
$765K -$59.5K -265 -7%
SFG
1842
Synergy Financial Group
California
$764K +$38.9K +173 +5%
LWM
1843
LJI Wealth Management
Indiana
$764K -$1.12K -5 -0.1%
BWM
1844
Benson Wealth Management
Tennessee
$761K +$798K +3,554 New
WF
1845
Wayfinding Financial
Washington
$759K +$10.6K +47 +1%
APM
1846
a16z Perennial Management
California
$756K -$312K -1,388 -28%
PWS
1847
Physician Wealth Solutions
Nevada
$756K – – –
IRC
1848
Investors Research Corp
Georgia
$754K -$505K -2,250 -39%
CFFP
1849
Center for Financial Planning
Michigan
$752K -$111K -493 -12%
CBT
1850
Crews Bank & Trust
Florida
$750K – – –
72 73
74
75 76