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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1701
Wayfinding Financial
Washington
$468K +$22.1K +206 +5%
RIA
1702
Realta Investment Advisors
Delaware
$468K +$19.1K +178 +4%
CWM
1703
Centric Wealth Management
Illinois
$468K -$76.5K -712 -13%
RPWA
1704
Regent Peak Wealth Advisors
Georgia
$466K +$53.4K +497 +13%
CA
1705
Cornerstone Advisory
Maryland
$465K +$46.9K +436 +11%
JF
1706
Jump Financial
Illinois
$463K -$1.84M -17,082 -80%
HGERS
1707
Householder Group Estate & Retirement Specialist
Arizona
$463K +$5.91K +55 +1%
ISWM
1708
Independent Solutions Wealth Management
New York
$462K -$408K -3,797 -47%
AC
1709
Allstate Corporation
Illinois
$462K -$1.4K -13 -0.3%
NL
1710
NKCFO LLC
Illinois
$462K – – –
SSWM
1711
Strait & Sound Wealth Management
California
$461K -$36K -335 -7%
SA
1712
Strategic Advisors
New York
$459K +$5.59K +52 +1%
FCB
1713
First County Bank
Connecticut
$458K -$48.8K -454 -10%
DWM
1714
Defined Wealth Management
Oregon
$458K +$3.76K +35 +0.8%
CASB
1715
Cape Ann Savings Bank
Massachusetts
$457K +$18.8K +175 +4%
NSIM
1716
North Star Investment Management
Illinois
$457K -$32.1K -299 -7%
CVA
1717
Central Valley Advisors
California
$456K +$451K +4,200 New
WA
1718
Wealth Architects
California
$456K +$30.6K +285 +7%
OWM
1719
Opes Wealth Management
California
$456K -$7.52K -70 -2%
CAC
1720
Core Alternative Capital
Georgia
$456K -$32.1K -299 -7%
FAG
1721
Fortitude Advisory Group
Washington
$455K -$215 -2 -0%
UW
1722
Unique Wealth
Florida
$455K +$50.4K +469 +13%
PG
1723
Proffitt & Goodson
Tennessee
$454K +$17.7K +165 +4%
BTI
1724
Blue Trust Inc
Georgia
$454K -$43.2K -402 -8%
GD
1725
Grandfield & Dodd
New York
$454K – – –
67 68
69
70 71