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Name Holding Trade Value Shares
Change 		Change in
Stake
ODA
2701
One Degree Advisors
California
$464K – – –
AWP
2702
Abacus Wealth Partners
California
$463K -$85.9K -577 -15%
CFA
2703
Capstone Financial Advisors
Illinois
$463K +$3.42K +23 +0.7%
CCM
2704
Carlson Capital Management
Minnesota
$463K +$227K +1,525 +94%
RFA
2705
ROI Financial Advisors
Oregon
$462K -$28.6K -192 -6%
MCM
2706
Monument Capital Management
Virginia
$462K -$473K -3,179 -50%
WAL
2707
W Advisors LLC
Tennessee
$461K -$276K -1,853 -37%
SSW
2708
Smith Shellnut Wilson
Mississippi
$460K +$1.49K +10 +0.3%
AGC
2709
Aspen Grove Capital
Colorado
$460K -$91.2K -613 -16%
LT
2710
Legacy Trust
Michigan
$458K -$2.23K -15 -0.5%
MWM
2711
MinichMacGregor Wealth Management
New York
$457K -$17.1K -115 -4%
COA
2712
Crown Oak Advisors
California
$457K +$5.36K +36 +1%
RI
2713
RWWM Inc
California
$456K -$48.7K -327 -10%
TIM
2714
Tortoise Investment Management
New York
$456K +$1.34K +9 +0.3%
PWM
2715
Palumbo Wealth Management
New York
$455K -$77.8K -523 -14%
MSA
2716
Marino Stram & Associates
Massachusetts
$454K -$10.1K -68 -2%
GHA
2717
Granite Harbor Advisors
Texas
$454K -$103K -692 -18%
RSS
2718
Rosenblum Silverman Sutton
California
$453K – – –
B
2719
BetterWealth
California
$452K -$2.98K -20 -0.6%
DWP
2720
Destiny Wealth Partners
Florida
$451K +$6.4K +43 +1%
HFP
2721
Holistic Financial Partners
Indiana
$451K +$15.9K +107 +4%
RPCA
2722
Running Point Capital Advisors
California
$450K -$5.06K -34 -1%
CWA
2723
Canvas Wealth Advisors
Kansas
$450K +$177K +1,186 +63%
CCG
2724
Chatham Capital Group
Georgia
$450K +$12.4K +83 +3%
HC
2725
Hara Capital
Washington
$450K -$90.9K -611 -17%
107 108
109
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