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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
5126
Sincerus Advisory
New York
$685K +$46.2K +252 +7%
HIW
5127
Holos Integrated Wealth
Pennsylvania
$684K -$35K -191 -5%
LOIP
5128
Live Oak Investment Partners
Texas
$683K -$1.39M -7,567 -66%
RCWM
5129
Red Crane Wealth Management
California
$683K +$12.8K +70 +2%
NMC
5130
Nine Masts Capital
Hong Kong
$679K -$959K -5,227 -57%
APFP
5131
Action Point Financial Planning
Michigan
$676K +$711K +3,878 New
NECFA
5132
New England Capital Financial Advisors
Connecticut
$675K -$14.5K -79 -2%
HNH
5133
Hopwood Nicholas Hunter
$674K -$62.2K -339 -8%
SWM
5134
Steelhead Wealth Management
Virginia
$672K +$707K +3,856 New
GG
5135
GenWealth Group
New Jersey
$671K +$94.1K +513 +15%
MTC
5136
Matrix Trust Company
Colorado
$670K +$134K +730 +23%
SC
5137
Stephenson & Company
California
$668K +$20.5K +112 +3%
SPWM
5138
Straight Path Wealth Management
Michigan
$668K +$196K +1,067 +39%
MF
5139
Montis Financial
Massachusetts
$668K +$230K +1,253 +49%
CF
5140
Calder Financial
Pennsylvania
$667K -$93.2K -508 -12%
PAG
5141
Powers Advisory Group
Illinois
$667K +$93.9K +512 +15%
IFO
5142
Independent Family Office
New York
$666K +$701K +3,820 New
TFP
5143
Traction Financial Partners
Wyoming
$666K -$273K -1,490 -28%
HSWS
5144
Higgins & Schmidt Wealth Strategies
Colorado
$665K -$20.2K -110 -3%
BF
5145
Blankinship & Foster
California
$664K +$158K +860 +29%
PWP
5146
Phillips Wealth Planners
Mississippi
$661K +$188K +1,027 +52%
SWM
5147
Seaside Wealth Management
California
$661K +$138K +752 +25%
ICM
5148
Islay Capital Management
Texas
$660K +$3.67K +20 +0.5%
MAP
5149
Moody Aldrich Partners
Massachusetts
$660K -$97.8K -533 -12%
CM
5150
Cornerstone Management
Georgia
$659K -$60.2K -328 -8%
204 205
206
207 208