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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2301
Beacon Financial Advisory
Ohio
$510K -$101K -1,142 -14%
GHI
2302
Gross & Hartman Investments
Pennsylvania
$509K +$20.5K +233 +3%
SA
2303
SPWM Advisors
Michigan
$509K +$650K +7,383 New
WF
2304
Wayfinding Financial
Washington
$509K -$17.3K -196 -3%
BCP
2305
Berkeley Capital Partners
Georgia
$508K +$185K +2,099 +42%
TWM
2306
Tanager Wealth Management
United Kingdom
$508K +$95.4K +1,083 +18%
IIC
2307
Integrated Investment Consultants
Michigan
$507K +$54.3K +616 +10%
JPLA
2308
Joseph P. Lucia & Associates
New York
$507K +$95.1K +1,080 +18%
SWA
2309
Sightline Wealth Advisors
Connecticut
$507K – – –
OWP
2310
ORG Wealth Partners
Texas
$506K -$67.2K -763 -10%
IAS
2311
Integrity Advisory Solutions
Texas
$505K +$312K +3,538 +100%
OWA
2312
One Wealth Advisors
California
$504K -$337K -3,829 -35%
FOA
2313
Five Oceans Advisors
California
$504K -$17.9K -203 -3%
JDLA
2314
J. Derek Lewis & Associates
California
$503K -$440 -5 -0.1%
BHPW
2315
Beverly Hills Private Wealth
California
$503K -$193K -2,188 -24%
6F
2316
626 Financial
Michigan
$503K -$21.5K -244 -3%
EFN
2317
Equita Financial Network
Pennsylvania
$500K -$10.5K -119 -2%
SFC
2318
SYM Financial Corp
Indiana
$500K -$168K -1,911 -21%
MGM
2319
Miura Global Management
New York
$500K – – –
TCM
2320
Tufton Capital Management
Maryland
$499K – – –
CPWM
2321
Cypress Point Wealth Management
Texas
$499K -$218K -2,471 -26%
JF
2322
JMN Financial
Ohio
$497K -$5.02K -57 -0.8%
SFS
2323
Stiles Financial Services
Minnesota
$496K +$28.1K +319 +5%
SFS
2324
Symphony Financial Services
Ohio
$495K -$44K -500 -7%
LWM
2325
Liberty Wealth Management
California
$494K – – –
91 92
93
94 95