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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
3876
Ackerman Capital Advisors
Texas
$892K +$792 +3 +0.1%
SRG
3877
SBB Research Group
Illinois
$889K +$2.11K +8 +0.2%
MAG
3878
Mayfair Advisory Group
Alabama
$888K +$23.5K +89 +2%
CPW
3879
Catalyst Private Wealth
California
$882K +$77.6K +294 +8%
WAM
3880
Winslow Asset Management
Ohio
$878K -$39.6K -150 -4%
BWA
3881
Beam Wealth Advisors
Louisiana
$876K +$55.7K +211 +6%
AWC
3882
Adamsbrown Wealth Consultants
Kansas
$874K -$80K -303 -7%
RC
3883
Rovin Capital
Arizona
$873K +$10.6K +40 +1%
GCP
3884
GSA Capital Partners
United Kingdom
$873K +$989K +3,747 New
SWP
3885
ShoreHaven Wealth Partners
New Jersey
$870K +$12.1K +46 +1%
RWRC
3886
R.W. Roge & Company
New York
$869K – – –
CSIA
3887
Conrad Siegel Investment Advisors
Pennsylvania
$868K -$243K -922 -20%
PWC
3888
PYA Waltman Capital
Tennessee
$868K – – –
AWM
3889
Avaii Wealth Management
Wisconsin
$867K +$88.7K +336 +10%
BIG
3890
Boothe Investment Group
Delaware
$867K +$139K +527 +16%
MPCG
3891
Matrix Private Capital Group
New York
$863K -$322K -1,218 -25%
PS
3892
Planned Solutions
California
$863K – – –
SPA
3893
Sentinel Pension Advisors
Massachusetts
$863K +$94K +356 +11%
BI
3894
Bramshill Investments
Florida
$861K -$142K -536 -13%
PWM
3895
Paulson Wealth Management
Illinois
$861K +$84K +318 +9%
XSC
3896
X-Square Capital
Puerto Rico
$859K -$68.7K -260 -7%
SOAG
3897
Silver Oak Advisory Group
Oregon
$859K -$17.4K -66 -2%
WCWM
3898
Willow Creek Wealth Management
California
$858K +$163K +618 +20%
PCFFS
3899
Pacific Center for Financial Services
California
$851K +$25.1K +95 +3%
WIM
3900
Westside Investment Management
California
$850K +$1.11M +4,208 +18%
154 155
156
157 158