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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2626
Cornerstone Capital
California
$368K – – –
ABC
2627
Anchor Bay Capital
California
$367K +$314K +1,002 New
FSWA
2628
Financial Synergies Wealth Advisors
Texas
$367K +$13.5K +43 +5%
JGUA
2629
John G. Ullman & Associates
New York
$367K -$99.2K -317 -24%
FWM
2630
Fonville Wealth Management
Virginia
$366K -$4.38K -14 -1%
BW
2631
Blalock Williams
Alabama
$366K +$6.58K +21 +2%
WSWA
2632
Warren Street Wealth Advisors
California
$366K +$21.3K +68 +7%
VT
2633
Volterra Technologies
New York
$366K +$306K +978 New
WOSD
2634
WFA of San Diego
California
$365K -$27.9K -89 -8%
TFGT
2635
TS Financial Group (TSFG)
Illinois
$365K +$180K +574 +142%
S
2636
Sachetta
Massachusetts
$364K +$30.1K +96 +11%
AGC
2637
Aspen Grove Capital
Colorado
$364K – – –
WWG
2638
West Wealth Group
California
$364K -$28.5K -91 -9%
KW
2639
Keyvantage Wealth
Pennsylvania
$364K +$28.2K +90 +10%
NWAG
2640
Net Worth Advisory Group
Utah
$363K -$20.7K -66 -6%
MFG
2641
Mann Financial Group
Minnesota
$362K -$75.1K -240 -20%
MAM
2642
Mainsail Asset Management
Alabama
$362K +$80.5K +257 +33%
NFA
2643
Northwest Financial Advisors
Virginia
$362K +$3.13K +10 +1%
LWM
2644
Level Wealth Management
North Carolina
$361K – – –
FWP
2645
Falcon Wealth Planning
California
$361K -$92K -294 -23%
HAM
2646
Harmony Asset Management
Arizona
$361K – – –
BRM
2647
Boston Research & Management
Massachusetts
$361K – – –
SAM
2648
Summit Asset Management
Tennessee
$361K -$4.7K -15 -2%
GSWM
2649
Greenup Street Wealth Management
Michigan
$360K +$16K +51 +6%
CA
2650
Commerce Advisors
Tennessee
$360K +$11K +35 +4%
104 105
106
107 108