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Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
3876
Warren Street Wealth Advisors
California
$928K +$249K +917 +34%
FFG
3877
Ford Financial Group
California
$926K +$53.5K +197 +6%
SCM
3878
Stordahl Capital Management
Colorado
$922K -$73.3K -270 -7%
MSU
3879
Mizuho Securities USA
New York
$920K – – –
GC
3880
Giverny Capital
Quebec, Canada
$919K – – –
OPPS
3881
Obsidian Personal Planning Solutions
Maryland
$919K +$971K +3,577 New
CFP
3882
Curran Financial Partners
South Carolina
$918K +$16K +59 +2%
FGG
3883
Financial Guidance Group
Florida
$916K – – –
GC
3884
Gould Capital
Washington
$916K +$33.4K +123 +4%
HGWM
3885
Horst & Graben Wealth Management
Oregon
$916K +$132K +487 +16%
PCFFS
3886
Pacific Center for Financial Services
California
$914K +$29.9K +110 +3%
GFP
3887
Guardian Financial Partners
California
$913K -$252K -929 -21%
RWM
3888
Raffa Wealth Management
District of Columbia
$913K +$32.3K +119 +3%
BWA
3889
Beam Wealth Advisors
Louisiana
$912K +$99.9K +368 +12%
CCM
3890
CAAS Capital Management
New York
$909K +$735K +2,708 +326%
GSAM
3891
Grant Street Asset Management
Pennsylvania
$908K +$461K +1,697 +92%
HIG
3892
Heritage Investment Group
Florida
$905K – – –
HCA
3893
Heck Capital Advisors
Wisconsin
$901K -$116K -429 -11%
HWA
3894
Heartwood Wealth Advisors
Virginia
$900K -$26.3K -97 -3%
CIG
3895
Cairn Investment Group
Washington
$899K -$158K -581 -14%
CCM
3896
Colorado Capital Management
Colorado
$899K -$35.3K -130 -4%
YWS
3897
Yarger Wealth Strategies
Ohio
$899K -$8.41K -31 -0.9%
CPW
3898
Catalyst Private Wealth
California
$898K +$24.4K +90 +3%
QWM
3899
Quaker Wealth Management
New Jersey
$898K +$48.3K +178 +5%
CIAS
3900
CBIZ Investment Advisory Services
Ohio
$897K -$470K -1,731 -33%
154 155
156
157 158