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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
2501
EPIQ Capital Group
California
$360K +$940 +9 +0.3%
FM
2502
Foster & Motley
Ohio
$360K -$13.7K -131 -4%
SWM
2503
Sterling Wealth Management
Illinois
$359K – – –
FWP
2504
Falcon Wealth Planning
California
$359K -$45.4K -435 -13%
AA
2505
Altrafin AG
$357K -$4.82M -46,182 -94%
SFC
2506
Strategic Financial Concepts
Texas
$357K +$305K +2,918 New
RPA
2507
Rock Point Advisors
Vermont
$357K +$7.31K +70 +2%
ALC
2508
Alexander Labrunerie & Co
Missouri
$357K +$304K +2,915 New
ACGA
2509
Atlanta Consulting Group Advisors
Georgia
$357K +$304K +2,915 New
HA
2510
Hofer & Associates
California
$356K -$1.78K -17 -0.6%
MCM
2511
Marathon Capital Management
Maryland
$356K – – –
PFA
2512
Pathway Financial Advisors
Vermont
$356K +$2.92K +28 +1%
MAM
2513
Mystic Asset Management
Rhode Island
$356K -$356K -3,410 -54%
GAMC
2514
Garner Asset Management Corp
Texas
$355K +$303K +2,900 New
WWM
2515
WJ Wealth Management
Arizona
$355K – – –
TA
2516
TFG Advisers
Michigan
$352K -$127K -1,213 -30%
SSWM
2517
Strait & Sound Wealth Management
California
$351K -$18.9K -181 -6%
FOA
2518
Five Oceans Advisors
California
$351K +$1.46K +14 +0.5%
WHC
2519
Wulff, Hansen & Co
California
$351K -$5.22K -50 -2%
FA
2520
Fermata Advisors
California
$349K -$60.8K -582 -17%
PAM
2521
Peninsula Asset Management
Florida
$349K – – –
BWM
2522
BlackDiamond Wealth Management
New York
$349K -$45.6K -437 -13%
GWMR
2523
GC Wealth Management RIA
Massachusetts
$348K +$297K +2,848 New
PWA
2524
Physician Wealth Advisors
Utah
$348K -$40.9K -392 -11%
CWC
2525
Carolinas Wealth Consulting
North Carolina
$348K -$7.42K -71 -0.7%
99 100
101
102 103