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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2951
Wealthstream Advisors
New York
$294K +$31K +192 +12%
MAM
2952
Marotta Asset Management
Virginia
$293K -$14.9K -92 -5%
GCIM
2953
Gunn & Company Investment Management
Florida
$293K +$281K +1,740 New
CSPAM
2954
Cary Street Partners Asset Management
Virginia
$292K – – –
FIC
2955
Family Investment Center
Missouri
$292K – – –
VWA
2956
V Wealth Advisors
Kansas
$292K -$853K -5,278 -75%
CFS
2957
CGC Financial Services
Oregon
$290K -$64.6K -400 -19%
VFP
2958
Verus Financial Partners
Virginia
$290K – – –
SC
2959
Sykon Capital
New York
$290K +$277K +1,718 New
BA
2960
Bridge Advisory
California
$289K +$28.8K +178 +12%
BONST
2961
Bank of Nova Scotia Trust
Ontario, Canada
$289K -$15.3K -95 -5%
WWM
2962
Windsor Wealth Management
Indiana
$289K -$39.7K -246 -13%
JCM
2963
Jacobsen Capital Management
Utah
$289K +$277K +1,713 New
HWMT
2964
Heritage Wealth Management (Texas)
Texas
$289K -$1.13K -7 -0.4%
SWRP
2965
Summit Wealth & Retirement Planning
California
$288K +$162 +1 +0.1%
CFG
2966
Carr Financial Group
Massachusetts
$288K – – –
SRG
2967
SBB Research Group
Illinois
$288K +$2.58K +16 +0.9%
NSG
2968
Nalls Sherbakoff Group
Tennessee
$287K – – –
AA
2969
Aufman Associates
Pennsylvania
$287K -$5.65K -35 -2%
RWA
2970
Rooted Wealth Advisors
Illinois
$287K +$39.2K +243 +14%
RLWM
2971
RF&L Wealth Management
Massachusetts
$287K – – –
SC
2972
Savoie Capital
Illinois
$287K +$275K +1,700 New
SC
2973
Saiph Capital
New Jersey
$286K +$274K +1,696 New
CCM
2974
Check Capital Management
California
$284K – – –
FWP
2975
Firethorn Wealth Partners
Georgia
$284K +$3.07K +19 +1%
117 118
119
120 121