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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
5676
Peak Financial Advisors
Colorado
$324K -$2.98M -6,989 -90%
BCA
5677
Bernzott Capital Advisors
California
$323K +$327K +767 New
AF
5678
Amara Financial
California
$322K – – –
NFP
5679
NorthLanding Financial Partners
New York
$321K – – –
AFFA
5680
ALM First Financial Advisors
Texas
$320K +$98K +230 +43%
MA
5681
McGrath & Associates
North Carolina
$319K +$322K +757 New
MAM
5682
Marquette Asset Management
Minnesota
$318K -$1.24M -2,914 -79%
EA
5683
Ergawealth Advisors
Illinois
$316K -$77.9K -183 -20%
PHM
5684
Prospect Hill Management
New Jersey
$316K – – –
TCM
5685
TABR Capital Management
California
$316K +$319K +749 New
DWM
5686
David Wealth Management
Virginia
$315K +$318K +747 New
IWM
5687
Inlight Wealth Management
Georgia
$314K +$317K +744 New
1L
5688
10Elms LLP
Oklahoma
$312K +$315K +740 New
LA
5689
LPF Advisors
Florida
$310K – – –
BWM
5690
Buska Wealth Management
Wisconsin
$310K +$52.8K +124 +20%
MFS
5691
McNamara Financial Services
Massachusetts
$309K – – –
OAP
5692
One Advisory Partners
Kansas
$309K – – –
CIM
5693
Corbyn Investment Management
Maryland
$309K -$34.1K -80 -10%
JC
5694
JBGlobal.com
New York
$309K +$312K +732 New
RW
5695
Ridgeline Wealth
Arizona
$307K +$310K +728 New
HWA
5696
Hillcrest Wealth Advisors
New Jersey
$307K – – –
RHJA
5697
Rice Hall James & Associates
California
$307K – – –
GSCM
5698
Greenfield Seitz Capital Management
Texas
$304K +$2.13K +5 +0.7%
HCM
5699
Hudson Capital Management
New Jersey
$301K +$19.2K +45 +7%
VBA
5700
von Borstel & Associates
Oregon
$300K +$23K +54 +8%
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