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Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1701
Root Financial Partners
California
$265K +$31.5K +224 +12%
PFA
1702
Pure Financial Advisors
California
$264K +$32.4K +230 +12%
CWA
1703
Canvas Wealth Advisors
Kansas
$264K +$3.94K +28 +1%
MA
1704
MCF Advisors
Kentucky
$263K +$48K +341 +20%
FBT
1705
First Bankers Trust
Kentucky
$263K -$2.69M -19,124 -90%
GRR
1706
Golden Reserve Retirement
Ohio
$263K +$293K +2,080 New
5NPW
1707
55 North Private Wealth
Florida
$262K +$26.7K +190 +10%
FAOAI
1708
Fund Advisors of America Inc
Florida
$261K +$141 +1 +0%
WF
1709
Wayfinding Financial
Washington
$261K +$704 +5 +0.2%
AA
1710
Ancora Advisors
Ohio
$261K +$2.39K +17 +0.8%
SL
1711
StoryOne LLC
Kansas
$261K – – –
UWP
1712
Uniting Wealth Partners
Kansas
$260K +$289K +2,056 New
IP
1713
Isthmus Partners
Wisconsin
$260K – – –
RA
1714
Riverstone Advisors
Texas
$260K +$290K +2,058 New
CL
1715
COWA LLC
Oklahoma
$258K – – –
WC
1716
Woodstock Corp
Massachusetts
$258K – – –
SWM
1717
SeaCrest Wealth Management
New York
$258K +$49.3K +350 +21%
ALAM
1718
Asahi Life Asset Management
Japan
$258K -$417K -2,962 -59%
BAMG
1719
Brand Asset Management Group
Missouri
$258K +$4.5K +32 +2%
LWM
1720
LightSquare Wealth Management
Michigan
$257K +$287K +2,036 New
EGA
1721
E&G Advisors
Texas
$257K +$1.69K +12 +0.6%
AWM
1722
Ariadne Wealth Management
California
$257K +$6.19K +44 +2%
KA
1723
Klingman & Associates
New York
$256K +$64.8K +460 +29%
RPWA
1724
Regent Peak Wealth Advisors
Georgia
$255K +$14.4K +102 +5%
AHL
1725
Abel Hall LLC
Louisiana
$255K -$342K -2,433 -55%
67 68
69
70 71