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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
5826
Guidance Point Advisors
Massachusetts
$282K -$65.9K -288 -19%
MAG
5827
Mokosak Advisory Group
Iowa
$282K – – –
BWA
5828
BCU Wealth Advisors
Illinois
$281K – – –
BJB
5829
Broadhurst Jeffrey B
$281K +$278K +1,217 New
CCM
5830
Crew Capital Management
Ohio
$281K +$36.8K +161 +15%
MAG
5831
Members Advisory Group
New York
$280K – – –
MFT
5832
Moisand Fitzgerald Tamayo
Florida
$279K +$15.3K +67 +6%
WAG
5833
Windsor Advisory Group
Ohio
$279K +$276K +1,208 New
EL
5834
EQ LLC
Washington
$279K +$276K +1,208 New
SPIO
5835
Seven Post Investment Office
California
$277K – – –
MCM
5836
MidAtlantic Capital Management
Virginia
$277K +$274K +1,198 New
RC
5837
RBO & Co
California
$276K -$41K -179 -13%
HIGP
5838
Hill Investment Group Partners
Missouri
$275K +$22K +96 +9%
HCM
5839
Hudson Capital Management
New Jersey
$275K – – –
ASW
5840
Astoria Strategic Wealth
Texas
$275K – – –
OA
5841
Oceanside Advisors
South Carolina
$275K – – –
OP
5842
Oath Planning
Oklahoma
$273K +$271K +1,184 New
DF
5843
Downshift Financial
Colorado
$273K +$282K +1,231 New
JWBC
5844
John W. Brooker & Co
California
$273K +$271K +1,184 New
SFAM
5845
Sawyer Falduto Asset Management
Illinois
$273K +$271K +1,184 New
OWM
5846
Orca Wealth Management
Florida
$273K +$3.43K +15 +1%
BCM
5847
Brooktree Capital Management
Michigan
$272K – – –
SWM
5848
Shakespeare Wealth Management
Wisconsin
$271K +$26.5K +116 +11%
TC
5849
TwinBeech Capital
New York
$271K -$65.7K -287 -20%
FA
5850
Fullerton Advisors
California
$271K +$269K +1,174 New
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