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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2501
SAM Advisors
California
$396K – – –
WCFA
2502
Walkner Condon Financial Advisors
Wisconsin
$395K +$31.9K +448 +9%
SL
2503
Sentry LLC
Tennessee
$395K -$4.2K -59 -1%
WA
2504
Wealthstream Advisors
New York
$394K +$96.6K +1,356 +32%
RWA
2505
Redhawk Wealth Advisors
Minnesota
$392K +$5.56K +78 +1%
FNWA
2506
Financial Network Wealth Advisors
Utah
$392K – – –
APW
2507
Aurora Private Wealth
New Jersey
$391K +$8.33K +117 +2%
BFS
2508
Beacon Financial Strategies
North Carolina
$391K – – –
SRC
2509
Sage Rhino Capital
California
$390K +$2.35K +33 +0.6%
FSA
2510
Fort Sheridan Advisors
Illinois
$389K +$214 +3 +0.1%
ACP
2511
Argyle Capital Partners
California
$389K -$5.34K -75 -1%
JGUA
2512
John G. Ullman & Associates
New York
$389K -$926 -13 -0.2%
FPL
2513
Fortress Private Ledger
North Carolina
$387K +$50.2K +705 +15%
NLP
2514
Next Level Private
New York
$386K +$3.35K +47 +0.9%
MWM
2515
Marietta Wealth Management
Georgia
$385K -$16.7K -234 -4%
PPWM
2516
Paragon Private Wealth Management
Kentucky
$385K +$46.7K +656 +14%
FC
2517
Forte Capital
New York
$385K +$20.7K +290 +6%
OFW
2518
Omnia Family Wealth
Florida
$384K +$87.5K +1,229 +30%
BI
2519
Bolthouse Investments
California
$384K -$181K -2,542 -32%
CA
2520
Cache Advisors
California
$384K – – –
GAA
2521
Global Assets Advisory
Florida
$384K -$517K -7,256 -58%
RDFA
2522
Ritter Daniher Financial Advisory
Ohio
$384K +$12.3K +172 +3%
PCFFS
2523
Pacific Center for Financial Services
California
$384K – – –
VWA
2524
VSM Wealth Advisory
Maryland
$382K +$71 +1 +0%
BA
2525
Brightwater Advisory
Florida
$382K -$71 -1 -0%
99 100
101
102 103