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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
3201
Waypoint Capital Advisors
Minnesota
$1.79M -$3.88M -38,356 -73%
GCA
3202
Genesee Capital Advisors
New York
$1.79M +$788K +7,797 +117%
OWA
3203
One Wealth Advisors
California
$1.78M +$344K +3,405 +25%
HOWA
3204
Heritage Oak Wealth Advisors
Florida
$1.77M +$1.45M +14,335 New
CBFP
3205
Cedar Brook Financial Partners
Ohio
$1.77M -$3.69M -36,507 -72%
RWA
3206
Rooted Wealth Advisors
Illinois
$1.76M +$10.7K +106 +0.7%
AR
3207
Apeiron RIA
Texas
$1.76M +$61.3K +606 +4%
MCG
3208
McCollum Christoferson Group
New York
$1.76M +$1.44M +14,260 New
CP
3209
Cumberland Partners
Ontario, Canada
$1.76M +$301K +2,980 +26%
ABLA
3210
Alan B. Lancz & Associates
Ohio
$1.76M +$1.44M +14,250 New
TFA
3211
Tobias Financial Advisors
Florida
$1.76M +$348K +3,444 +32%
CCIA
3212
Campbell & Co Investment Adviser
Maryland
$1.76M +$1.44M +14,236 New
TIM
3213
Tevis Investment Management
Texas
$1.76M +$271K +2,680 +23%
SA
3214
Sunesis Advisors
Kansas
$1.76M – – –
DCM
3215
Delta Capital Management
New Jersey
$1.75M -$222K -2,200 -13%
GIA
3216
Guyasuta Investment Advisors
Pennsylvania
$1.75M -$3.21M -31,797 -90%
NIWA
3217
New Insight Wealth Advisors
California
$1.75M +$98.3K +972 +7%
RW
3218
REDW Wealth
New Mexico
$1.74M +$138K +1,366 +11%
DC
3219
Defender Capital
North Carolina
$1.74M +$1.31K +13 +0.1%
PFA
3220
Pathway Financial Advisers
Indiana
$1.73M +$2.93K +29 +0.2%
CWA
3221
Clarus Wealth Advisors
Arizona
$1.73M -$37.1K -367 -3%
DWP
3222
Destiny Wealth Partners
Florida
$1.73M +$255K +2,524 +22%
4WM
3223
49 Wealth Management
Texas
$1.73M +$156K +1,544 +12%
PCC
3224
Park Circle Company
Maryland
$1.73M – – –
SCA
3225
Scott Capital Advisors
Oregon
$1.73M +$366K +3,617 +38%
127 128
129
130 131