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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
3601
Sanford Advisory Services
Michigan
$722K -$232 -1 -0%
GPA
3602
Guidance Point Advisors
Massachusetts
$722K +$464 +2 +0.1%
WAOI
3603
Wealth Advisors of Iowa
Iowa
$721K – – –
LGA
3604
Lebenthal Global Advisors
New York
$719K +$139K +600 +24%
RAM
3605
Riggs Asset Management
Pennsylvania
$718K – – –
PFA
3606
Pinnacle Family Advisors
Missouri
$714K -$1.28M -5,508 -65%
WA
3607
WESPAC Advisors
California
$713K -$338K -1,456 -32%
TWP
3608
Tower Wealth Partners
Pennsylvania
$713K +$34.8K +150 +5%
WF
3609
Williams Financial
Vermont
$712K +$700K +3,019 New
OGF
3610
Orin Green Financial
California
$711K -$98.8K -426 -12%
CC
3611
Cypress Capital
Tennessee
$711K +$15.3K +66 +2%
PFM
3612
Peak Financial Management
Massachusetts
$708K +$103K +442 +17%
EA
3613
Eclectic Associates
California
$694K -$5.34K -23 -0.8%
MAM
3614
Marquette Asset Management
Minnesota
$687K – – –
FAN
3615
Financial Advisors Network
California
$684K +$232 +1 +0%
JGC
3616
J. Goldman & Co
New York
$682K +$671K +2,893 New
GTCM
3617
Gyon Technologies Capital Management
New Jersey
$680K -$1.27M -5,467 -65%
OAM
3618
Oberweis Asset Management
Illinois
$679K -$9.28K -40 -1%
AWA
3619
Alaska Wealth Advisors
Alaska
$678K -$16.2K -70 -2%
CWAF
3620
Core Wealth Advisors (Florida)
Florida
$678K +$30.6K +132 +5%
ETS
3621
ESL Trust Services
New York
$677K -$41.8K -180 -6%
HGWM
3622
Horst & Graben Wealth Management
Oregon
$677K +$47.1K +203 +8%
LRIC
3623
Long Road Investment Counsel
Michigan
$675K -$46.4K -200 -7%
DWM
3624
Defined Wealth Management
Oregon
$672K – – –
RRA
3625
Round Rock Advisors
Connecticut
$672K +$172K +741 +35%
143 144
145
146 147