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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
5251
Retirement Financial Solutions
Tennessee
$589K -$24.2K -130 -4%
SPIO
5252
Seven Post Investment Office
California
$588K +$587K +3,151 New
SFA
5253
Seneca Financial Advisors
New York
$587K -$114K -611 -16%
SAP
5254
Strategic Advisory Partners
North Carolina
$586K +$585K +3,141 New
IIM
5255
Illumine Investment Management
Washington
$583K -$256K -1,375 -31%
VWA
5256
Valued Wealth Advisors
Utah
$583K +$77.8K +418 +15%
BFS
5257
Bare Financial Services
Pennsylvania
$582K -$156K -839 -21%
HCC
5258
Hirtle Callaghan & Co
Pennsylvania
$582K +$581K +3,120 New
MTC
5259
Matrix Trust Company
Colorado
$580K +$40.4K +217 +8%
RTL
5260
Red Tortoise LLC
Georgia
$579K -$45.2K -243 -7%
SC
5261
Soundwatch Capital
Connecticut
$579K -$558 -3 -0.1%
ITB
5262
Idaho Trust Bank
Idaho
$578K – – –
UWM
5263
USAdvisors Wealth Management
Minnesota
$578K +$15.1K +81 +3%
AA
5264
Auctus Advisors
North Carolina
$578K +$577K +3,099 New
BF
5265
Brooklyn FI
New York
$578K -$393K -2,110 -41%
AWP
5266
Atlas Wealth Partners
Pennsylvania
$577K -$2.79K -15 -0.5%
PSIWM
5267
Paradigm Strategies in Wealth Management
Minnesota
$577K +$15.8K +85 +3%
AC
5268
AIFG Consultants
New York
$576K -$275K -1,477 -32%
KWM
5269
Koa Wealth Management
California
$576K +$54K +290 +10%
ODA
5270
One Degree Advisors
California
$572K +$197K +1,060 +53%
SIC
5271
Shoker Investment Counsel
Ohio
$572K -$383K -2,059 -40%
CL
5272
COWA LLC
Oklahoma
$571K +$76.7K +412 +16%
CWM
5273
Core Wealth Management
Florida
$571K +$10.8K +58 +2%
TIP
5274
Torray Investment Partners
Maryland
$570K – – –
AF
5275
ASL Financial
California
$570K +$568K +3,054 New
209 210
211
212 213