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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1226
Etesian Wealth Advisors
Oregon
$468K -$7.94K -240 -2%
AIM
1227
Arcadia Investment Management
Michigan
$467K -$15.6K -470 -3%
LFA
1228
Level Financial Advisors
New York
$467K – – –
CFG
1229
Carr Financial Group
Massachusetts
$463K -$85.7K -2,590 -16%
EL
1230
Essex LLC
Illinois
$462K – – –
AWAG
1231
ARS Wealth Advisors Group
Florida
$461K +$33.8K +1,020 +8%
WP
1232
WealthSource Partners
California
$461K -$30.8K -930 -7%
EP
1233
Eudaimonia Partners
Tennessee
$461K -$18.5K -560 -4%
RWB
1234
RMR Wealth Builders
New Jersey
$460K +$70.8K +2,140 +19%
CAGAS
1235
Capital Advisory Group Advisory Services
Minnesota
$459K +$33.4K +1,010 +8%
ESCM
1236
Echo Street Capital Management
New York
$459K +$439K +13,280 New
SIC
1237
Salem Investment Counselors
North Carolina
$458K +$399K +12,050 +988%
BFO
1238
Biltmore Family Office
North Carolina
$458K +$103K +3,120 +31%
RPWA
1239
Regent Peak Wealth Advisors
Georgia
$458K -$16.9K -510 -4%
WR
1240
WD Rutherford
Oregon
$458K +$67.8K +2,050 +18%
EFS
1241
Essex Financial Services
Connecticut
$454K +$38.4K +1,160 +10%
ESB
1242
Essex Savings Bank
Connecticut
$454K +$79.1K +2,390 +22%
HFG
1243
Heron Financial Group
New York
$454K +$66.2K +2,000 +18%
MCM
1244
McDonough Capital Management
Florida
$453K -$36.7K -1,110 -8%
LWA
1245
Lineweaver Wealth Advisors
Ohio
$453K -$3.97K -120 -0.9%
SP
1246
Saranac Partners
$452K +$433K +13,080 New
SPP
1247
Single Point Partners
Massachusetts
$450K +$662 +20 +0.2%
GWS
1248
Glassman Wealth Services
Virginia
$449K -$291K -8,790 -40%
CL
1249
CSS LLC
Illinois
$449K – – –
JF
1250
Jump Financial
Illinois
$449K +$430K +13,000 New
48 49
50
51 52