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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1251
Cypress Financial Planning
New Jersey
$652K -$368 -10 -0.1%
GC
1252
Gilbert & Cook
Iowa
$651K +$237K +6,440 +77%
EL
1253
Essex LLC
Illinois
$648K -$35K -950 -6%
EWA
1254
Exencial Wealth Advisors
Oklahoma
$647K +$4.79K +130 +0.9%
JFG
1255
Jefferies Financial Group
New York
$645K -$204K -5,550 -27%
HPC
1256
HM Payson & Co
Maine
$644K +$79.2K +2,150 +17%
PCP
1257
Proficio Capital Partners
Massachusetts
$642K +$21K +570 +4%
VCP
1258
Verus Capital Partners
Arizona
$640K -$22.8K -620 -4%
TCA
1259
Transcend Capital Advisors
New Jersey
$639K -$2.95K -80 -0.5%
OPW
1260
Oxler Private Wealth
New York
$639K – – –
PFA
1261
Pure Financial Advisors
California
$636K +$122K +3,300 +30%
CHP
1262
Cable Hill Partners
Oregon
$633K -$55.2K -1,500 -9%
TA
1263
Trellis Advisors
Washington
$633K -$2.95K -80 -0.6%
WCM
1264
Whitener Capital Management
North Carolina
$632K +$82.9K +2,250 +19%
BFM
1265
Boothbay Fund Management
New York
$631K -$6.55M -177,860 -93%
LWA
1266
Lineweaver Wealth Advisors
Ohio
$630K +$43.8K +1,190 +9%
EWM
1267
Endowment Wealth Management
Wisconsin
$629K +$1.1K +30 +0.2%
NAS
1268
NWF Advisory Services
California
$628K – – –
DWM
1269
Destination Wealth Management
California
$624K -$40.1K -1,090 -7%
CW
1270
CreativeOne Wealth
Kansas
$622K -$31.3K -850 -6%
PFBT
1271
Parkside Financial Bank & Trust
Missouri
$618K -$26.9K -730 -5%
HIMC
1272
Heritage Investors Management Corp
Maryland
$617K -$7.37K -200 -1%
SWA
1273
SOA Wealth Advisors
New York
$616K – – –
MP
1274
McDonald Partners
Ohio
$616K -$2.58K -70 -0.5%
MW
1275
Marcum Wealth
Ohio
$615K -$249K -6,750 -33%
49 50
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