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Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2626
Wescott Financial Advisory Group
Pennsylvania
$456K +$13.4K +110 +3%
SF
2627
SWP Financial
California
$456K – – –
BCA
2628
Bay Colony Advisors
Massachusetts
$455K +$13.4K +110 +3%
GWA
2629
Geometric Wealth Advisors
District of Columbia
$454K -$72K -590 -13%
RCA
2630
Runnymede Capital Advisors
Ohio
$454K – – –
BCP
2631
Blue Chip Partners
Michigan
$454K +$15.9K +130 +4%
CWM
2632
Centric Wealth Management
Illinois
$454K +$20.7K +170 +4%
RA
2633
Rise Advisors
New York
$453K +$12.2K +100 +3%
SSWM
2634
Strait & Sound Wealth Management
California
$453K +$249K +2,040 +117%
OPW
2635
Osprey Private Wealth
New York
$450K – – –
EWP
2636
Equity Wealth Partners
Missouri
$450K +$458K +3,750 New
HOWA
2637
Heritage Oak Wealth Advisors
Florida
$448K -$28.1K -230 -6%
GKIM
2638
GW&K Investment Management
Massachusetts
$448K +$18.3K +150 +4%
BMC
2639
Beaton Management Company
Massachusetts
$447K – – –
HFS
2640
Hopwood Financial Services
Virginia
$446K -$24.4K -200 -5%
UW
2641
Unique Wealth
Florida
$446K -$14.6K -120 -3%
SWMP
2642
Signature Wealth Management Partners
New Jersey
$446K – – –
WA
2643
Westfuller Advisors
New York
$446K +$454K +3,720 New
LFA
2644
Level Financial Advisors
New York
$445K – – –
MF
2645
Manuka Financial
Virginia
$445K – – –
SN
2646
Sittner & Nelson
Oregon
$444K – – –
AWM
2647
Adams Wealth Management
Utah
$442K -$47.6K -390 -10%
CI
2648
CacheTech Inc
Utah
$442K -$47.6K -390 -10%
MWM
2649
MinichMacGregor Wealth Management
New York
$441K +$39.1K +320 +10%
YP
2650
YANKCOM Partnership
South Dakota
$441K +$13.4K +110 +3%
104 105
106
107 108