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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3051
Goldenstone Wealth Management
California
$5.73M +$5.72M +30,711 New
HIS
3052
Harvest Investment Services
Illinois
$5.73M +$618K +3,322 +12%
GA
3053
Goldstein Advisors
Wisconsin
$5.72M -$180K -966 -3%
CHP
3054
Castle Hook Partners
New York
$5.72M +$2.14M +11,506 +60%
FCAS
3055
First Command Advisory Services
Texas
$5.72M -$8.94K -48 -0.2%
SIAG
3056
Safeguard Investment Advisory Group
California
$5.72M +$119K +637 +2%
RFA
3057
Resurgent Financial Advisors
Georgia
$5.71M -$201K -1,080 -3%
LCAM
3058
London & Capital Asset Management
United Kingdom
$5.71M +$1.81M +9,719 +47%
CAL
3059
Capital Advisors Ltd
Ohio
$5.7M -$299K -1,607 -5%
HIF
3060
Hill Island Financial
Michigan
$5.7M +$845K +4,537 +17%
MMCM
3061
Murphy & Mullick Capital Management
New York
$5.7M +$12.1K +65 +0.2%
WWC
3062
Waypoint Wealth Counsel
Georgia
$5.69M +$262K +1,408 +5%
ZWA
3063
Zinnia Wealth Advisory
Florida
$5.69M +$5.68M +30,492 New
IIA
3064
ICW Investment Advisors
Arizona
$5.69M +$979K +5,259 +21%
AAG
3065
Armstrong Advisory Group
Massachusetts
$5.68M +$683K +3,667 +14%
GSC
3066
G&S Capital
Colorado
$5.68M +$138K +742 +2%
AIC
3067
Argus Investors Counsel
New York
$5.67M +$462K +2,484 +9%
BCG
3068
Breakwater Capital Group
New Jersey
$5.67M -$239K -1,283 -4%
WFAG
3069
Worth Financial Advisory Group
North Carolina
$5.67M +$490K +2,631 +9%
PCA
3070
Purkiss Capital Advisors
Connecticut
$5.67M -$258K -1,385 -4%
ABWM
3071
Alpine Bank Wealth Management
Colorado
$5.67M -$85.1K -457 -1%
CWA
3072
Consilio Wealth Advisors
Washington
$5.66M -$109K -586 -2%
WA
3073
Wealth Architects
California
$5.66M -$56.4K -303 -1%
RWM
3074
RBA Wealth Management
California
$5.65M +$5.05M +27,115 +856%
BWM
3075
BlackDiamond Wealth Management
New York
$5.64M +$473K +2,542 +9%
121 122
123
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