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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3776
BDFS Capital
Delaware
$757K -$167K -260 -16%
FWTB
3777
First Western Trust Bank
Colorado
$757K -$19.2K -30 -2%
WSA
3778
Warm Springs Advisors
California
$757K – – –
IWA
3779
Inspirion Wealth Advisors
Illinois
$756K -$232K -362 -22%
RFG
3780
REAP Financial Group
Texas
$755K +$32K +50 +4%
GWA
3781
Geometric Wealth Advisors
District of Columbia
$754K +$54.5K +85 +7%
TDC
3782
Thompson Davis & Co
Virginia
$753K -$51.3K -80 -6%
SFG
3783
Sather Financial Group
Texas
$753K +$60.9K +95 +8%
SIC
3784
SJS Investment Consulting
Ohio
$752K -$54.5K -85 -6%
GAA
3785
Guardian Asset Advisors
Pennsylvania
$752K -$417K -650 -33%
PHIC
3786
Pine Haven Investment Counsel
Massachusetts
$751K +$9.61K +15 +1%
IWS
3787
Integrity Wealth Solutions
Colorado
$751K +$9.61K +15 +1%
AV
3788
Aspiring Ventures
Ohio
$750K +$114K +178 +16%
RWM
3789
Rialto Wealth Management
New York
$749K +$41K +64 +5%
NF
3790
Nikulski Financial
Iowa
$748K -$72.4K -113 -8%
WFA
3791
WJ Financial Advisors
Connecticut
$747K +$26.9K +42 +3%
SWM
3792
Stronghold Wealth Management
Florida
$747K +$43.6K +68 +5%
KFS
3793
Keynote Financial Services
Connecticut
$747K +$59.6K +93 +8%
PA
3794
Persium Advisors
Georgia
$747K +$75K +117 +10%
CGA
3795
Crescent Grove Advisors
Illinois
$745K +$128K +199 +18%
EMC
3796
Everest Management Corp
California
$743K +$35.2K +55 +4%
RAG
3797
RIA Advisory Group
Iowa
$743K -$1.29M -2,018 -61%
FPCP
3798
Fort Point Capital Partners
California
$743K +$374K +583 +82%
VCAM
3799
Van Cleef Asset Management
Ohio
$743K – – –
NP
3800
Ninepoint Partners
Ontario, Canada
$743K +$158K +247 +24%
150 151
152
153 154