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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2401
Financial Insights
Washington
$369K +$37.7K +828 +12%
NWM
2402
NEIRG Wealth Management
Massachusetts
$369K -$1.73K -38 -0.5%
PFA
2403
Pure Financial Advisors
California
$369K +$46K +1,010 +15%
SAM
2404
Satovsky Asset Management
New York
$368K +$2.96K +65 +0.8%
TCM
2405
Towercrest Capital Management
Pennsylvania
$366K +$39.6K +870 +13%
TWA
2406
Tandem Wealth Advisors
Arizona
$366K +$349K +7,676 New
GFS
2407
GYL Financial Synergies
Connecticut
$365K -$22.3K -491 -6%
CAM
2408
Cypress Asset Management
Texas
$364K -$22.1K -485 -6%
TSS
2409
Two Sigma Securities
New York
$364K -$1.01M -22,273 -74%
MAM
2410
Mystic Asset Management
Rhode Island
$364K +$1.59K +35 +0.5%
WS
2411
Wela Strategies
Georgia
$364K +$26.4K +581 +8%
NCM
2412
Northwest Capital Management
Oregon
$362K +$91 +2 +0%
WCM
2413
Wedge Capital Management
North Carolina
$362K – – –
FWM
2414
Fairhaven Wealth Management
Illinois
$362K -$1.5K -33 -0.4%
WRPWM
2415
Werba Rubin Papier Wealth Management
California
$362K +$346K +7,595 New
SPWG
2416
Syntegra Private Wealth Group
Missouri
$362K +$346K +7,593 New
PAS
2417
Professional Advisory Services
Florida
$361K – – –
FWP
2418
Firethorn Wealth Partners
Georgia
$360K +$1.96K +43 +0.6%
RW
2419
Rede Wealth
Virginia
$360K -$4.83K -106 -1%
TCMP
2420
Thrive Capital Management (Pennsylvania)
Pennsylvania
$359K +$12.7K +279 +4%
LC
2421
Lavaca Capital
Texas
$359K -$23.9K -524 -6%
AC
2422
ASB Consultores
Florida
$358K +$5.92K +130 +2%
WRM
2423
Weybosset Research & Management
Rhode Island
$357K – – –
BAAM
2424
Baker Avenue Asset Management
California
$356K -$63.1K -1,386 -16%
ESCM
2425
Echo Street Capital Management
New York
$356K +$340K +7,473 New
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97
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