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Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
2501
Colton Groome Financial Advisors
North Carolina
$465K – – –
WA
2502
Wealth Architects
California
$463K +$1.28K +17 +0.3%
OIC
2503
Orion Investment Company
Missouri
$463K – – –
HTIM
2504
Harbour Trust & Investment Management
Indiana
$460K -$83.2K -1,100 -15%
LA
2505
LexAurum Advisors
Kansas
$459K +$456K +6,031 New
NECFA
2506
New England Capital Financial Advisors
Connecticut
$458K -$9.45K -125 -2%
NWAG
2507
Net Worth Advisory Group
Utah
$458K +$28.6K +378 +7%
PB
2508
Prosperity Bancshares
Texas
$458K -$310K -4,105 -41%
AWM
2509
Aviso Wealth Management
Washington
$458K -$17.1K -226 -4%
WDG
2510
Wealth Dimensions Group
Ohio
$457K +$22.5K +297 +5%
ML
2511
MLP3 LLC
New Jersey
$456K -$3.78K -50 -0.8%
FWP
2512
Falcon Wealth Planning
California
$456K +$37.1K +491 +9%
FFG
2513
Fiduciary Financial Group
California
$454K -$680 -9 -0.2%
RPCONE
2514
Retirement Planning Company of New England
Rhode Island
$453K -$1.74K -23 -0.4%
BWM
2515
BankPlus Wealth Management
Mississippi
$453K -$129K -1,700 -22%
AWAU
2516
Alliance Wealth Advisors (Utah)
Utah
$451K -$25.3K -334 -5%
RIM
2517
RW Investment Management
Idaho
$450K +$448K +5,920 New
SFS
2518
Strategic Financial Services
New York
$450K +$11K +145 +3%
WPA
2519
Winning Points Advisors
Florida
$450K – – –
SWM
2520
Sandro Wealth Management
New Jersey
$450K +$5.52K +73 +1%
PSC
2521
Prentiss Smith & Co
Vermont
$450K – – –
BIA
2522
Bell Investment Advisors
California
$450K +$231K +3,057 +107%
NLP
2523
Next Level Private
New York
$449K +$21.8K +289 +5%
CCC
2524
Compass Capital Corp
Massachusetts
$449K +$4.91K +65 +1%
CHA
2525
Cooper/Haims Advisors
New York
$449K +$9.15K +121 +2%
99 100
101
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