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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
3101
Garde Capital
Washington
$331K +$245K +1,602 +235%
GDP
3102
Great Diamond Partners
Maine
$331K +$12.6K +82 +4%
MWA
3103
Medallion Wealth Advisors
Connecticut
$331K +$338K +2,210 New
WC
3104
Weil Company
California
$331K +$306 +2 +0.1%
RFS
3105
Richardson Financial Services
Massachusetts
$330K -$22.7K -148 -6%
JF
3106
JSF Financial
California
$330K -$1.53K -10 -0.4%
BC
3107
Bowman & Company
Wisconsin
$330K – – –
KA
3108
Kooman & Associates
Pennsylvania
$329K -$15.3K -100 -4%
GSIAS
3109
Garden State Investment Advisory Services
New Jersey
$329K +$153 +1 +0%
GFWA
3110
Grey Fox Wealth Advisors
Delaware
$328K -$3.52K -23 -1%
SWG
3111
Summit Wealth Group
Vermont
$328K -$4.59K -30 -1%
PAS
3112
PKS Advisory Services
New York
$327K +$345K +2,256 New
VCM
3113
Vivaldi Capital Management
Illinois
$327K +$36.1K +236 +13%
ODG
3114
O'Dell Group
Ohio
$327K -$4.44K -29 -1%
HFS
3115
Hopwood Financial Services
Virginia
$326K +$344K +2,248 New
AF
3116
Atala Financial
California
$325K +$344K +2,246 New
PIWA
3117
Prevail Innovative Wealth Advisors
Kansas
$325K +$129K +842 +60%
FA
3118
Financial Advisors
Massachusetts
$324K – – –
CFGA
3119
Cambridge Financial Group (Arizona)
Arizona
$324K – – –
GA
3120
Geller Advisors
New York
$324K – – –
UAML
3121
US Asset Management LLC
Pennsylvania
$324K -$19.1K -125 -5%
EL
3122
Essex LLC
Illinois
$324K -$13.2K -86 -4%
GSWM
3123
Greenup Street Wealth Management
Michigan
$324K -$1.07M -6,982 -76%
EB
3124
Emprise Bank
Kansas
$323K -$26.8K -175 -7%
SNBOSD
3125
Security National Bank of So Dak
Iowa
$323K -$3.06K -20 -0.9%
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125
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