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Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
3701
High Falls Advisors
New York
$3.63M +$55.1K +129 +2%
CCA
3702
Criterion Capital Advisors
Tennessee
$3.62M – – –
OLA
3703
Oliver Luxxe Assets
New Jersey
$3.62M -$35.9K -84 -1%
CCA
3704
Cora Capital Advisors
New Jersey
$3.61M -$86.3K -202 -2%
AP
3705
Arlington Partners
Alabama
$3.61M +$587K +1,374 +20%
DSN
3706
D. Scott Neal
Kentucky
$3.61M – – –
NI
3707
NDVR Inc
Massachusetts
$3.6M +$61.6K +144 +2%
PWP
3708
Precedent Wealth Partners
Texas
$3.59M +$159K +372 +5%
WFS
3709
Walker Financial Services
Kentucky
$3.59M +$33.3K +78 +0.9%
NP
3710
Ninepoint Partners
Ontario, Canada
$3.59M -$464K -1,086 -12%
AIP
3711
Almanack Investment Partners
Pennsylvania
$3.58M -$6.41K -15 -0.2%
VAG
3712
VisionPoint Advisory Group
Texas
$3.57M -$128K -300 -3%
WFA
3713
WMG Financial Advisors
Tennessee
$3.57M +$505K +1,181 +17%
EWM
3714
Evergreen Wealth Management
Michigan
$3.57M -$269K -630 -7%
LIA
3715
LSP Investment Advisors
New York
$3.56M – – –
NCM
3716
New Capital Management
Texas
$3.56M +$6.41K +15 +0.2%
FC
3717
Fairscale Capital
New Hampshire
$3.54M -$116K -272 -3%
PWM
3718
Partnership Wealth Management
Maryland
$3.53M -$521K -1,218 -13%
BWG
3719
Boomfish Wealth Group
Georgia
$3.53M -$91K -213 -3%
FF
3720
Farrell Financial
New York
$3.53M +$72.2K +169 +2%
ARA
3721
Alexander Randolph Advisory
Virginia
$3.52M -$12.8K -30 -0.4%
WKSWA
3722
White Knight Strategic Wealth Advisors
New Jersey
$3.51M +$2.99K +7 +0.1%
AWA
3723
Aletheian Wealth Advisors
Washington
$3.51M -$2.14M -4,998 -38%
HFS
3724
Heritage Financial Services
Massachusetts
$3.51M -$3.85K -9 -0.1%
SFC
3725
SYM Financial Corp
Indiana
$3.5M +$130K +305 +4%
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149
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