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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
3176
ATLas Financial Planning
Georgia
$424K +$470K +1,289 New
IPWA
3177
International Private Wealth Advisors
California
$424K +$1.46K +4 +0.3%
APM
3178
a16z Perennial Management
California
$423K – – –
GSF
3179
Grove Street Fiduciary
New Hampshire
$423K – – –
CCC
3180
Compass Capital Corp
Massachusetts
$423K -$125K -342 -21%
WCM
3181
WealthBridge Capital Management
Ohio
$423K -$5.1K -14 -1%
CWA
3182
Crux Wealth Advisors
California
$422K +$9.84K +27 +2%
CAM
3183
Costello Asset Management
Pennsylvania
$422K +$25.5K +70 +6%
AWA
3184
AGH Wealth Advisors
Kansas
$421K +$4.01K +11 +0.9%
IIL
3185
Insight Inv LLC
California
$421K -$161K -443 -26%
MAFA
3186
MJT & Associates Financial Advisory
Minnesota
$421K – – –
MCP
3187
Mirador Capital Partners
California
$420K -$3.28K -9 -0.7%
FWM
3188
Finer Wealth Management
Massachusetts
$419K -$16K -44 -3%
SW
3189
Solidarity Wealth
Utah
$419K -$4.74K -13 -1%
CL
3190
CLG LLC
California
$418K -$161K -442 -26%
CFG
3191
Compton Financial Group
Maryland
$418K +$8.02K +22 +2%
MGWM
3192
Marks Group Wealth Management
Minnesota
$418K +$10.6K +29 +2%
SCM
3193
Saxony Capital Management
Missouri
$417K +$32.4K +89 +8%
OPW
3194
Oxler Private Wealth
New York
$417K +$2.55K +7 +0.6%
BP
3195
Broadleaf Partners
Ohio
$417K -$729 -2 -0.2%
PWA
3196
Peterson Wealth Advisors
Utah
$417K -$21.1K -58 -4%
RA
3197
Riversedge Advisors
Delaware
$415K -$56.8K -156 -11%
CFA
3198
Churchill Financial Advisors
Kentucky
$415K +$242K +663 +111%
CWA
3199
Clarity Wealth Advisors
California
$415K -$9.84K -27 -2%
GRR
3200
Golden Reserve Retirement
Ohio
$413K -$232K -638 -34%
126 127
128
129 130