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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
4701
Guidance Point Advisors
Massachusetts
$314K -$80.8K -440 -21%
PA
4702
Planning Alternatives
Michigan
$313K +$70.7K +385 +31%
EAM
4703
Eschler Asset Management
United Kingdom
$312K – – –
PWH
4704
Priebe Wealth Holdings
Minnesota
$310K -$9.19K -50 -3%
EA
4705
Ellsworth Advisors
Ohio
$310K +$83.4K +454 +40%
UAM
4706
Unison Asset Management
Florida
$309K – – –
HWA
4707
Hilltop Wealth Advisors
North Carolina
$309K +$293K +1,597 New
AIA
4708
Arbor Investment Advisors
North Carolina
$306K +$18.4K +100 +7%
HWM
4709
HFG Wealth Management
Texas
$304K -$22K -120 -7%
HIC
4710
Harvey Investment Company
Kentucky
$303K – – –
CCA
4711
Clarity Capital Advisors
Florida
$303K -$2.57K -14 -0.9%
CWA
4712
Cascade Wealth Advisors
Washington
$302K -$20.2K -110 -6%
ATI
4713
ARK & TLK Investments
Oklahoma
$302K +$18.4K +100 +7%
CM
4714
Capital Management
Virginia
$301K -$22.8K -124 -7%
CWM
4715
Comprehensive Wealth Management
Washington
$301K +$287K +1,560 New
KP
4716
Kitching Partners
Pennsylvania
$301K – – –
NA
4717
Nordwand Advisors
Pennsylvania
$300K – – –
ODA
4718
One Degree Advisors
California
$298K +$59.5K +324 +27%
MPIA
4719
Mountain Pacific Investment Advisers
Idaho
$298K -$58K -316 -17%
EP
4720
Essential Planning
New Hampshire
$297K +$283K +1,538 New
EHAM
4721
Eagle Harbor Asset Management
Washington
$297K -$16.9K -92 -6%
CWA
4722
Cornerstone Wealth Advisors
Minnesota
$296K +$36.2K +197 +15%
FFG
4723
Foundry Financial Group
New Hampshire
$293K -$4.78K -26 -2%
CFIA
4724
Cantor Fitzgerald Investment Advisors
New York
$292K +$277K +1,510 New
MPPW
4725
Mitchell & Pahl Private Wealth
Oklahoma
$291K +$27.6K +150 +11%
187 188
189
190 191