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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2551
Sterling Financial Planning
New Jersey
$496K – – –
GCM
2552
Gallacher Capital Management
Colorado
$496K -$172K -696 -29%
PWP
2553
Pursue Wealth Partners
California
$496K +$427K +1,729 New
RIM
2554
Rockbridge Investment Management
New York
$495K +$62.7K +254 +17%
TF
2555
TimeScale Financial
Massachusetts
$493K -$4.44K -18 -1%
EWM
2556
Echo Wealth Management
Minnesota
$493K -$30.4K -123 -7%
KDA
2557
Kraft Davis & Associates
Missouri
$492K +$397K +1,607 New
SCA
2558
Sage Capital Advisors
South Dakota
$492K -$5.43K -22 -1%
BIA
2559
Bigelow Investment Advisors
Maine
$491K -$22.7K -92 -5%
CCFM
2560
Clear Creek Financial Management
Washington
$490K -$704K -2,852 -63%
VWMG
2561
Virginia Wealth Management Group
Virginia
$489K -$12.3K -50 -3%
RCM
2562
RNC Capital Management
California
$489K – – –
EWM
2563
Edge Wealth Management
New York
$488K – – –
RCWM
2564
Royal Capital Wealth Management
Indiana
$488K – – –
BA
2565
Birinyi Associates
Connecticut
$488K +$419K +1,700 New
LIA
2566
LBMC Investment Advisors
Tennessee
$487K -$18.5K -75 -4%
CWP
2567
Curated Wealth Partners
California
$487K +$15.3K +62 +4%
AWM
2568
AllSquare Wealth Management
New York
$487K – – –
MAWCM
2569
Mine & Arao Wealth Creation & Management
California
$487K -$79.7K -323 -16%
MAM
2570
McCarthy Asset Management
California
$486K -$68.1K -276 -14%
BCP
2571
Berkeley Capital Partners
Georgia
$486K +$25.4K +103 +6%
SFP
2572
Sandbox Financial Partners
Maryland
$486K +$32.8K +133 +9%
FPWM
2573
FSB Premier Wealth Management
Iowa
$486K +$44.9K +182 +12%
CSIA
2574
Conrad Siegel Investment Advisors
Pennsylvania
$483K +$21.7K +88 +6%
PA
2575
PFW Advisors
Georgia
$483K +$395K +1,601 New
101 102
103
104 105