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Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
5801
Stage Harbor Financial
Massachusetts
$472K -$172K -410 -24%
SPIO
5802
Seven Post Investment Office
California
$472K – – –
RFA
5803
RTD Financial Advisors
Pennsylvania
$472K -$61.1K -146 -10%
OFA
5804
Oak Family Advisors
Illinois
$471K +$533K +1,273 New
HCA
5805
Hyperion Capital Advisors
New York
$470K +$60.3K +144 +13%
IWA
5806
Independent Wealth Advisors
North Carolina
$470K +$18K +43 +4%
CWP
5807
Corepath Wealth Partners
Arizona
$469K -$5.44K -13 -1%
ICM
5808
Innovator Capital Management
Illinois
$468K +$62.3K +149 +13%
TFP
5809
Triune Financial Partners
Kansas
$468K -$36.8K -88 -7%
SWM
5810
Steelhead Wealth Management
Virginia
$467K +$529K +1,264 New
BS
5811
Brighton Securities
New York
$465K +$4.18K +10 +0.8%
CF
5812
Crosspoint Financial
California
$465K -$126K -302 -19%
LTL
5813
Lowery Thomas LLC
California
$463K +$418 +1 +0.1%
GFG
5814
GR Financial Group
Arizona
$461K -$2.84M -6,799 -85%
JE
5815
Jacobs Equity
Utah
$459K +$6.7K +16 +1%
NI
5816
NFC Investments
Tennessee
$457K -$105K -251 -17%
BRIA
5817
Balanced Rock Investment Advisors
Massachusetts
$455K +$72.8K +174 +16%
TWM
5818
TopTier Wealth Management
Wisconsin
$455K +$61.5K +147 +14%
MAWAG
5819
Mid-American Wealth Advisory Group
Missouri
$454K – – –
TWCA
5820
Two West Capital Advisors
Kansas
$454K -$18.4K -44 -4%
WF
5821
Willow Financial
Arkansas
$453K +$87.9K +210 +21%
GWAM
5822
Guardian Wealth Advisors (Minnesota)
Minnesota
$452K -$3.35K -8 -0.7%
DWM
5823
Daner Wealth Management
Georgia
$451K -$33.9K -81 -7%
MWM
5824
Mittelman Wealth Management
Massachusetts
$451K +$285K +681 +127%
JWBC
5825
John W. Brooker & Co
California
$449K +$95K +227 +23%
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233
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