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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3101
Kaizen Financial Strategies
California
$331K -$27.1K -177 -7%
GC
3102
Garde Capital
Washington
$331K +$245K +1,602 +235%
GDP
3103
Great Diamond Partners
Maine
$331K +$12.6K +82 +4%
MWA
3104
Medallion Wealth Advisors
Connecticut
$331K +$338K +2,210 New
WC
3105
Weil Company
California
$331K +$306 +2 +0.1%
RFS
3106
Richardson Financial Services
Massachusetts
$330K -$22.7K -148 -6%
JF
3107
JSF Financial
California
$330K -$1.53K -10 -0.4%
BC
3108
Bowman & Company
Wisconsin
$330K – – –
KA
3109
Kooman & Associates
Pennsylvania
$329K -$15.3K -100 -4%
GSIAS
3110
Garden State Investment Advisory Services
New Jersey
$329K +$153 +1 +0%
GFWA
3111
Grey Fox Wealth Advisors
Delaware
$328K -$3.52K -23 -1%
SWG
3112
Summit Wealth Group
Vermont
$328K -$4.59K -30 -1%
PAS
3113
PKS Advisory Services
New York
$327K +$345K +2,256 New
VCM
3114
Vivaldi Capital Management
Illinois
$327K +$36.1K +236 +13%
ODG
3115
O'Dell Group
Ohio
$327K -$4.44K -29 -1%
HFS
3116
Hopwood Financial Services
Virginia
$326K +$344K +2,248 New
AF
3117
Atala Financial
California
$325K +$344K +2,246 New
PIWA
3118
Prevail Innovative Wealth Advisors
Kansas
$325K +$129K +842 +60%
FA
3119
Financial Advisors
Massachusetts
$324K – – –
CFGA
3120
Cambridge Financial Group (Arizona)
Arizona
$324K – – –
GA
3121
Geller Advisors
New York
$324K – – –
UAML
3122
US Asset Management LLC
Pennsylvania
$324K -$19.1K -125 -5%
EL
3123
Essex LLC
Illinois
$324K -$13.2K -86 -4%
GSWM
3124
Greenup Street Wealth Management
Michigan
$324K -$1.07M -6,982 -76%
EB
3125
Emprise Bank
Kansas
$323K -$26.8K -175 -7%
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125
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