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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3126
Financial Advisors
Massachusetts
$348K – – –
MAG
3127
MRA Advisory Group
New Jersey
$348K -$20.6K -133 -6%
WFA
3128
Wellspring Financial Advisors
Ohio
$347K +$346K +2,236 New
SRWM
3129
Shira Ridge Wealth Management
California
$347K +$12.7K +82 +4%
EL
3130
Essex LLC
Illinois
$346K -$2.32K -15 -0.7%
PWP
3131
Parkwoods Wealth Partners
New York
$346K +$17K +110 +5%
WB
3132
West Bancorporation
Iowa
$346K +$19K +123 +6%
CWMG
3133
Compass Wealth Management (Georgia)
Georgia
$345K – – –
WBG
3134
Wharton Business Group
Pennsylvania
$345K – – –
CWP
3135
Curated Wealth Partners
California
$344K +$52.3K +338 +18%
AC
3136
AXQ Capital
New Jersey
$344K +$343K +2,216 New
PWM
3137
Puff Wealth Management
New Jersey
$344K +$310 +2 +0.1%
GC
3138
Guidance Capital
Kentucky
$343K -$1.86K -12 -0.5%
SSA
3139
Sierra Summit Advisors
Nevada
$342K +$101K +654 +42%
BC
3140
Bowman & Company
Wisconsin
$342K – – –
PWMG
3141
Pinnacle Wealth Management Group
Michigan
$342K -$82.7K -534 -20%
FZCM
3142
Flynn Zito Capital Management
New York
$342K -$28.3K -183 -8%
SWG
3143
Summit Wealth Group
Vermont
$341K – – –
SFG
3144
SNS Financial Group
Minnesota
$341K +$111K +719 +49%
MC
3145
Matisse Capital
Oregon
$340K +$465 +3 +0.1%
SWM
3146
Sterling Wealth Management
Illinois
$339K -$6.2K -40 -2%
CP
3147
Camelot Portfolios
Ohio
$339K -$91.1K -588 -21%
RFA
3148
Reyes Financial Architecture
California
$339K +$4.03K +26 +1%
PFG
3149
Prospect Financial Group
Virginia
$339K +$70.9K +458 +27%
GKIM
3150
GW&K Investment Management
Massachusetts
$338K +$95.7K +618 +40%
124 125
126
127 128