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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
2126
Prospect Financial Services
New York
$596K +$7.61K +80 +1%
FNBOH
2127
First National Bank of Hutchinson
Kansas
$596K +$608K +6,390 New
CF
2128
Cyr Financial
Illinois
$595K +$1.9K +20 +0.3%
WAG
2129
Winthrop Advisory Group
Massachusetts
$595K +$12.4K +130 +2%
PSFG
2130
Park Square Financial Group
Georgia
$593K +$225K +2,370 +59%
BWP
2131
Barlow Wealth Partners
Kentucky
$593K -$21.9K -230 -4%
S
2132
Sunpointe
Missouri
$592K -$32.3K -340 -5%
LSA
2133
Lion Street Advisors
Texas
$591K -$20K -210 -3%
RWA
2134
River Wealth Advisors
Pennsylvania
$587K +$4.75K +50 +0.8%
GCP
2135
GSA Capital Partners
United Kingdom
$587K -$1.22M -12,780 -67%
YCG
2136
Yeomans Consulting Group
Georgia
$587K -$71.3K -750 -11%
SIC
2137
Samalin Investment Counsel
New York
$585K +$123K +1,290 +26%
WFPG
2138
Waller Financial Planning Group
Ohio
$585K +$11.4K +120 +2%
WPC
2139
White Pine Capital
Minnesota
$583K +$61.8K +650 +12%
OWMIAS
2140
One Wealth Management Investment & Advisory Services
Florida
$583K +$63.7K +670 +12%
BWS
2141
Buck Wealth Strategies
Colorado
$583K +$118K +1,240 +25%
SAW
2142
Signal Advisors Wealth
Michigan
$580K -$161K -1,690 -21%
AA
2143
Acorns Advisers
California
$580K +$37.1K +390 +7%
CPA
2144
Cathy Pareto & Associates
Florida
$578K +$276K +2,900 +88%
TWM
2145
Thrive Wealth Management
Pennsylvania
$578K +$12.4K +130 +2%
AAG
2146
Armstrong Advisory Group
Massachusetts
$575K – – –
HWM
2147
Horizon Wealth Management
Illinois
$574K +$55.2K +580 +10%
OPA
2148
Old Port Advisors
Maine
$574K -$1.9K -20 -0.3%
SEIA
2149
Signature Estate & Investment Advisors
California
$574K +$50.4K +530 +9%
APWA
2150
Atlas Private Wealth Advisors
New Jersey
$572K -$214K -2,250 -27%
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86
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