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Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
3501
Warren Street Wealth Advisors
California
$298K -$99.9K -307 -27%
PD
3502
Planning Directions
Pennsylvania
$298K +$325 +1 +0.1%
KMC
3503
Kirr Marbach & Co
Indiana
$298K – – –
AZ
3504
Alpha Zero
Florida
$297K +$278K +854 New
GCWM
3505
Graham Capital Wealth Management
District of Columbia
$297K – – –
EWP
3506
Elevation Wealth Partners
California
$296K -$12K -37 -4%
CSA
3507
Cornerstone Select Advisors
Missouri
$296K +$15K +46 +6%
AI
3508
Auour Investments
Massachusetts
$296K – – –
GPW
3509
Gray Private Wealth
Massachusetts
$296K +$34.5K +106 +14%
LWPC
3510
Legacy Wealth Partners (Colorado)
Colorado
$295K -$19.2K -59 -7%
HWM
3511
HBE Wealth Management
Nebraska
$295K +$272K +837 New
CCP
3512
Cushing Capital Partners
Wisconsin
$295K -$1.63K -5 -0.6%
RIS
3513
Retirement Income Solutions
Michigan
$295K – – –
NWM
3514
Navigate Wealth Management
Alabama
$294K – – –
MPCL
3515
My Personal CFO LLC
Washington
$294K -$3.9K -12 -1%
NAMNJ
3516
NorthStar Asset Management (New Jersey)
New Jersey
$294K -$10.1K -31 -4%
HIC
3517
Harvey Investment Company
Kentucky
$294K – – –
AIA
3518
Armor Investment Advisors
North Carolina
$294K +$1.95K +6 +0.7%
ANBOT
3519
American National Bank of Texas
Texas
$293K -$18.2K -56 -6%
ACA
3520
Ascension Capital Advisors
Texas
$293K – – –
GL
3521
Gerber LLC
Ohio
$293K +$325 +1 +0.1%
MVA
3522
Mount Vernon Associates
Maryland
$293K – – –
TFS
3523
Targeted Financial Services
Florida
$293K – – –
FFG
3524
Fortem Financial Group
California
$292K -$54.3K -167 -17%
WAM
3525
Worth Asset Management
Texas
$292K +$42K +129 +18%
139 140
141
142 143