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Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
4451
Orin Green Financial
California
$667K – – –
KL
4452
KilterHowling LLC
Colorado
$666K +$4.3K +13 +0.6%
WCP
4453
Wick Capital Partners
Pennsylvania
$658K +$33.7K +102 +5%
WCP
4454
Welch Capital Partners
New York
$655K +$61.1K +185 +10%
ACM
4455
Ardent Capital Management
Ohio
$655K +$343K +1,038 +100%
TFA
4456
TPG Financial Advisors
Oregon
$654K +$171K +518 +33%
FRM
4457
Fox Run Management
Connecticut
$654K +$264K +800 +63%
XWM
4458
Xcel Wealth Management
Florida
$651K -$1.46M -4,433 -68%
EFN
4459
Equita Financial Network
Pennsylvania
$650K +$680K +2,059 New
DWMG
4460
DB Wealth Management Group
California
$649K -$16.5K -50 -2%
ETS
4461
ESL Trust Services
New York
$649K – – –
ASFA
4462
All Season Financial Advisors
Colorado
$648K +$661 +2 +0.1%
RC
4463
Rovin Capital
Arizona
$647K -$319K -964 -32%
DI
4464
Disciplined Investments
Oklahoma
$646K -$2.64K -8 -0.4%
HCRE
4465
Hoya Capital Real Estate
Connecticut
$645K – – –
TWP
4466
TFO Wealth Partners
Ohio
$644K +$325K +985 +109%
GWA
4467
Geometric Wealth Advisors
District of Columbia
$643K +$3.3K +10 +0.5%
CSIA
4468
Carl Stuart Investment Advisor
Texas
$643K – – –
JPLA
4469
Joseph P. Lucia & Associates
New York
$640K +$44.6K +135 +7%
HMS
4470
Hanseatic Management Services
New Mexico
$639K +$4.63K +14 +0.7%
SPIO
4471
Seven Post Investment Office
California
$635K +$24.8K +75 +4%
KCM
4472
Kaye Capital Management
California
$635K +$1.32K +4 +0.2%
BFS
4473
Burrus Financial Services
Utah
$635K +$1.32K +4 +0.2%
CGF
4474
Constant Guidance Financial
Massachusetts
$633K +$658K +1,992 New
NRA
4475
NSI Retail Advisors
Pennsylvania
$632K -$231K -700 -26%
177 178
179
180 181