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Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
4551
Black Point Wealth Management
Florida
$439K +$417K +2,271 New
FFL
4552
Financial Freedom LLC
Ohio
$436K +$61K +332 +17%
DWA
4553
Dougherty Wealth Advisers
Minnesota
$436K +$17.5K +95 +4%
ICM
4554
Ionic Capital Management
New York
$435K +$413K +2,250 New
JFG
4555
JMG Financial Group
Illinois
$431K +$127K +694 +45%
RFP
4556
Roth Financial Partners
Texas
$429K – – –
VWA
4557
VERITY Wealth Advisors
United States
$429K – – –
MKA
4558
M. Kulyk & Associates
Georgia
$428K -$162K -881 -28%
BWA
4559
Brave Warrior Advisors
New York
$425K -$91.9K -500 -19%
WCWM
4560
Willow Creek Wealth Management
California
$425K +$13.8K +75 +4%
WFAG
4561
Wescott Financial Advisory Group
Pennsylvania
$424K -$290K -1,579 -42%
BIA
4562
Beacon Investment Advisors
Maryland
$423K – – –
BF
4563
Blankinship & Foster
California
$423K +$156K +850 +63%
SAW
4564
Signal Advisors Wealth
Michigan
$423K -$3.35M -18,255 -89%
CCM
4565
Cambridge Capital Management
Illinois
$423K – – –
CWR
4566
Chico Wealth RIA
California
$423K +$10.8K +59 +3%
MHB
4567
Midwest Heritage Bank
Iowa
$419K -$1.84K -10 -0.5%
SWP
4568
Significant Wealth Partners
Illinois
$419K +$52.7K +287 +15%
WWP
4569
Waypoint Wealth Partners
California
$418K -$1.01M -5,520 -72%
ST
4570
Somerset Trust
Pennsylvania
$417K -$52.2K -284 -12%
CWA
4571
Continuum Wealth Advisors
New York
$417K +$71.3K +388 +22%
CAM
4572
Campion Asset Management
Virginia
$415K +$10.1K +55 +3%
MFS
4573
McNamara Financial Services
Massachusetts
$414K – – –
LG
4574
LAM Group
Oregon
$414K +$7.35K +40 +2%
EFG
4575
Ehrlich Financial Group
California
$413K -$74.2K -404 -16%
181 182
183
184 185