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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
2701
Rinet Company
Massachusetts
$413K +$413K +2,240 New
SB
2702
Strategic Blueprint
Georgia
$411K +$60.5K +328 +17%
ACM
2703
AUA Capital Management
Pennsylvania
$409K – – –
AA
2704
Alesco Advisors
New York
$409K +$1.84K +10 +0.5%
PFA
2705
Pathway Financial Advisors
Vermont
$407K – – –
GWA
2706
GGM Wealth Advisors
Maryland
$406K -$46.7K -253 -10%
MAG
2707
Mayfair Advisory Group
Alabama
$405K – – –
SRC
2708
Sage Rhino Capital
California
$405K +$12.4K +67 +3%
HC
2709
Henshaw Capital
Massachusetts
$404K +$179K +973 +80%
POIA
2710
Pin Oak Investment Advisors
Texas
$404K – – –
HNW
2711
High Note Wealth
Minnesota
$402K – – –
TCPWM
2712
Traverso Chambers Private Wealth Management
California
$402K +$2.77K +15 +0.7%
IAP
2713
Indie Asset Partners
Indiana
$401K -$69.2K -375 -15%
RWMH
2714
Riverpoint Wealth Management Holdings
Illinois
$401K -$3.69K -20 -0.9%
PBF
2715
Petix & Botte Financial
California
$401K -$1.84K -10 -0.5%
CISOA
2716
Capital Investment Services of America
Wisconsin
$401K – – –
CA
2717
Continuum Advisory
Idaho
$401K +$10.5K +57 +3%
DWMG
2718
DB Wealth Management Group
California
$399K – – –
UWM
2719
USAdvisors Wealth Management
Minnesota
$399K – – –
PP
2720
Peconic Partners
New York
$399K +$399K +2,165 New
MFGM
2721
Marshall Financial Group (Maryland)
Maryland
$398K -$60.1K -326 -13%
WFA
2722
Websterrogers Financial Advisors
South Carolina
$398K -$39.3K -213 -9%
AWM
2723
AllSquare Wealth Management
New York
$398K +$111K +600 +39%
EPWM
2724
Essex Private Wealth Management
Massachusetts
$397K -$3.69K -20 -0.9%
FWM
2725
Focused Wealth Management
New York
$396K -$15.7K -85 -4%
107 108
109
110 111