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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
3176
Summit Financial Strategies
Ohio
$449K -$6.23K -17 -1%
OFP
3177
OFC Financial Planning
New Jersey
$448K – – –
VIP
3178
Value Investment Professionals
New York
$448K +$477K +1,303 New
AWA
3179
Adapt Wealth Advisors
Georgia
$448K -$366 -1 -0.1%
AFS
3180
Access Financial Services
Minnesota
$448K +$6.59K +18 +1%
SCA
3181
Southern Capital Advisors
Tennessee
$448K +$1.1K +3 +0.2%
WWA
3182
Wisconsin Wealth Advisors
Wisconsin
$448K -$664K -1,812 -58%
CASB
3183
Cape Ann Savings Bank
Massachusetts
$448K -$9.89K -27 -2%
PIA
3184
Prakash Investment Advisors
Massachusetts
$447K – – –
CWG
3185
Crown Wealth Group
North Carolina
$447K -$74.7K -204 -14%
LAS
3186
LWM Advisory Services
Florida
$447K +$8.79K +24 +2%
WCM
3187
WealthBridge Capital Management
Ohio
$447K -$1.1K -3 -0.2%
CP
3188
Creekside Partners
California
$446K +$1.83K +5 +0.4%
SEP
3189
Signature Equity Partners
Ohio
$446K +$474K +1,295 New
HA
3190
Helium Advisors
Washington
$446K -$80.2K -219 -14%
AFW
3191
Avantra Family Wealth
Pennsylvania
$445K -$26.4K -72 -5%
CWA
3192
Clarity Wealth Advisors
California
$444K +$60.4K +165 +15%
CCA
3193
Conservest Capital Advisors
Pennsylvania
$443K -$5.49K -15 -1%
SAM
3194
Smithbridge Asset Management
Pennsylvania
$443K +$236K +644 +100%
MCP
3195
Mirador Capital Partners
California
$443K – – –
SW
3196
Solidarity Wealth
Utah
$443K -$21.2K -58 -4%
APM
3197
a16z Perennial Management
California
$443K -$1.83K -5 -0.4%
GSF
3198
Grove Street Fiduciary
New Hampshire
$443K – – –
VFP
3199
Verus Financial Partners
Virginia
$442K +$54.9K +150 +15%
IPWA
3200
International Private Wealth Advisors
California
$442K -$2.93K -8 -0.6%
126 127
128
129 130