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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
3951
Retirement Group
California
$957K +$512K +2,132 +115%
VC
3952
Veery Capital
Delaware
$956K -$10.8K -45 -1%
GU
3953
Georgetown University
District of Columbia
$955K +$2.64K +11 +0.3%
MAM
3954
Milestone Asset Management
Pennsylvania
$954K +$944K +3,934 New
ACH
3955
ArrowMark Colorado Holdings
Colorado
$952K – – –
WSWA
3956
Warren Street Wealth Advisors
California
$952K -$10.3K -43 -1%
WFC
3957
Western Financial Corp
California
$951K -$547K -2,279 -36%
SHWM
3958
Smith & Howard Wealth Management
Georgia
$949K +$6K +25 +0.6%
PCI
3959
Planning Center Inc
Illinois
$947K +$360K +1,501 +61%
SWA
3960
Sightline Wealth Advisors
Connecticut
$946K +$301K +1,256 +47%
WCM
3961
Windham Capital Management
Massachusetts
$941K – – –
CPW
3962
Catalyst Private Wealth
California
$941K +$32.6K +136 +4%
AFA
3963
American Financial Advisors
Georgia
$941K +$15.1K +63 +2%
CF
3964
Corrigan Financial
Rhode Island
$941K -$211K -880 -18%
SFM
3965
Systematic Financial Management
New Jersey
$940K – – –
LOIP
3966
Live Oak Investment Partners
Texas
$938K – – –
GAA
3967
Green Alpha Advisors
Colorado
$938K +$939K +3,912 New
PIA
3968
Panoramic Investment Advisors
Colorado
$937K +$938K +3,908 New
C
3969
Covestor
United Kingdom
$937K -$74.4K -310 -7%
FAM
3970
Family Asset Management
South Carolina
$935K +$936K +3,900 New
FFM
3971
Flagstone Financial Management
Nebraska
$933K +$933K +3,889 New
FWM
3972
FMB Wealth Management
California
$930K +$931K +3,879 New
CAM
3973
Crestone Asset Management
Colorado
$930K -$81.8K -341 -8%
IWP
3974
Innova Wealth Partners
Pennsylvania
$930K -$24K -100 -3%
PFA
3975
Pettinga Financial Advisors
Indiana
$927K -$16.6K -69 -2%
157 158
159
160 161