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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2851
AllSquare Wealth Management
New York
$310K – – –
SFG
2852
Sunburst Financial Group
Alabama
$309K +$503 +3 +0.2%
MA
2853
Mezzasalma Advisors
New Jersey
$309K -$3.35K -20 -1%
BSSFA
2854
Baron Silver Stevens Financial Advisors
Florida
$308K +$51.6K +308 +19%
CC
2855
Callan Capital
California
$308K +$54.7K +326 +21%
AL
2856
ADE LLC
Maryland
$307K – – –
PFC
2857
Phocas Financial Corp
California
$307K -$127K -760 -29%
AI
2858
Axiom Investors
Connecticut
$307K -$446K -2,660 -59%
CCMI
2859
Creative Capital Management Investments
California
$307K +$136K +809 +76%
MWP
2860
Meridian Wealth Partners
Pennsylvania
$305K +$7.71K +46 +3%
AFP
2861
Alpha Financial Partners
Kentucky
$304K -$62.5K -373 -17%
SFP
2862
Sterling Financial Planning
New Jersey
$304K – – –
AO
2863
Advisor OS
Illinois
$301K -$10.2K -61 -3%
RA
2864
Regis Acquisition
Colorado
$301K +$309K +1,844 New
TAM
2865
Tucker Asset Management
Colorado
$301K +$62.4K +372 +25%
FP
2866
Fiduciary Planning
Florida
$299K – – –
FFA
2867
Fi3 Financial Advisors
Indiana
$299K -$4.36K -26 -1%
AWM
2868
Avaii Wealth Management
Wisconsin
$298K +$53.5K +319 +21%
MECA
2869
Miller Equity Capital Advisors
Texas
$297K – – –
BONST
2870
Bank of Nova Scotia Trust
Ontario, Canada
$295K -$14.3K -85 -4%
MIH
2871
Meitav Investment House
Israel
$295K -$597K -3,563 -66%
GWAG
2872
Garrett Wealth Advisory Group
Texas
$295K +$1.51K +9 +0.5%
PA
2873
Planning Alternatives
Michigan
$295K – – –
HIG
2874
Heritage Investment Group
Florida
$295K +$100K +598 +50%
EHAM
2875
Eagle Harbor Asset Management
Washington
$295K +$20.5K +122 +7%
113 114
115
116 117