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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3026
Delap Wealth Advisory
Oregon
$277K +$295K +918 New
BC
3027
Belmont Capital
California
$277K +$211K +656 +251%
RIS
3028
Retirement Income Solutions
Michigan
$275K – – –
NC
3029
NBW Capital
Massachusetts
$275K -$25.7K -80 -8%
WRPWM
3030
Werba Rubin Papier Wealth Management
California
$274K -$28K -87 -9%
CWM
3031
Compass Wealth Management
Connecticut
$273K +$3.54K +11 +1%
DCM
3032
Deuterium Capital Management
Florida
$273K -$304K -944 -51%
RCG
3033
Resource Consulting Group
Florida
$272K -$32.2K -100 -10%
SC
3034
Saybrook Capital
North Carolina
$272K – – –
NEWAS
3035
N.E.W. Advisory Services
Wisconsin
$272K -$5.47K -17 -2%
CFD
3036
Creative Financial Designs
Indiana
$272K -$68.5K -213 -19%
JFG
3037
JMG Financial Group
Illinois
$271K +$1.61K +5 +0.6%
CPW
3038
Crestmont Private Wealth
Texas
$267K -$60.1K -187 -17%
MWA
3039
Monograph Wealth Advisors
California
$266K +$283K +881 New
AA
3040
Alesco Advisors
New York
$266K -$3.86K -12 -1%
CC
3041
Commons Capital
Massachusetts
$266K +$2.89K +9 +1%
EBSAM
3042
Eubel Brady & Suttman Asset Management
Ohio
$264K +$965 +3 +0.3%
TFGT
3043
TS Financial Group (TSFG)
Illinois
$264K +$36.7K +114 +15%
AWA
3044
Aletheian Wealth Advisors
Washington
$263K -$18.3K -57 -6%
FF
3045
Francis Financial
$262K +$43.1K +134 +18%
CNWM
3046
Clay Northam Wealth Management
California
$261K – – –
JSAM
3047
J. Safra Asset Management
New York
$261K – – –
AFGAS
3048
Allegiance Financial Group Advisory Services
Virginia
$261K – – –
FA
3049
Fermata Advisors
California
$261K +$277K +861 New
TCMP
3050
Thrive Capital Management (Pennsylvania)
Pennsylvania
$260K +$277K +862 New
120 121
122
123 124