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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2701
Trek Financial
Arizona
$398K +$310K +14,340 New
WWC
2702
Waypoint Wealth Counsel
Georgia
$397K +$309K +14,300 New
KA
2703
Kooman & Associates
Pennsylvania
$397K +$6.28K +290 +2%
CCA
2704
Clearwater Capital Advisors
Illinois
$396K -$259K -11,970 -46%
SA
2705
Sunesis Advisors
Kansas
$395K – – –
PWA
2706
Phoenix Wealth Advisors
North Carolina
$394K -$48.9K -2,260 -14%
WA
2707
Wealthstream Advisors
New York
$394K +$307K +14,170 New
EA
2708
Echo45 Advisors
California
$392K -$32.9K -1,520 -10%
DG
2709
DMC Group
Alabama
$392K -$136K -6,280 -31%
MSFP
2710
Mark Sheptoff Financial Planning
Connecticut
$392K +$2.6K +120 +0.9%
WAOI
2711
Wealth Advisors of Iowa
Iowa
$390K – – –
CRB
2712
Chad R. Baker
$389K +$303K +14,000 New
MCP
2713
Mirador Capital Partners
California
$389K -$17.3K -800 -5%
OCM
2714
Osterweis Capital Management
California
$389K +$8.44K +390 +3%
HA
2715
Hofer & Associates
California
$388K – – –
GSIS
2716
Global Strategic Investment Solutions
Arizona
$387K -$60.8K -2,810 -17%
RAG
2717
RIA Advisory Group
Iowa
$386K +$301K +13,890 New
NCM
2718
Noesis Capital Mangement
Florida
$385K -$10.8K -500 -3%
PPG
2719
Peak Planning Group
Colorado
$385K +$300K +13,860 New
SFA
2720
Source Financial Advisors
New York
$385K +$300K +13,850 New
BHWM
2721
Beaird Harris Wealth Management
Texas
$384K -$248K -11,480 -45%
AR
2722
Apeiron RIA
Texas
$383K +$299K +13,830 New
CCA
2723
Catalyst Capital Advisors
New York
$382K -$118K -5,460 -28%
RGF
2724
Retirement Guys Formula
Ohio
$381K -$672K -31,040 -69%
JAM
2725
JCIC Asset Management
Ontario, Canada
$380K -$29.4K -1,360 -9%
107 108
109
110 111