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Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
5451
Aspire Growth Partners
Florida
$429K +$428K +2,300 New
CCP
5452
Cushing Capital Partners
Wisconsin
$429K -$25.9K -139 -6%
SSW
5453
Stone Summit Wealth
Florida
$428K +$38K +204 +10%
CW
5454
CrossGen Wealth
North Carolina
$427K +$426K +2,291 New
BCA
5455
Ballentine Capital Advisors
South Carolina
$427K – – –
CAP
5456
Columbia Advisory Partners
Washington
$427K +$36.7K +197 +9%
WC
5457
Wexford Capital
Florida
$426K -$160K -860 -27%
SGWM
5458
Sterling Group Wealth Management
California
$426K +$2.05K +11 +0.5%
BI
5459
Berkeley Inc
Idaho
$425K +$424K +2,278 New
BEAM
5460
Baker Ellis Asset Management
Washington
$424K +$191K +1,026 +82%
TB
5461
Terril Brothers
Missouri
$421K +$10.2K +55 +3%
KWM
5462
KMT Wealth Management
California
$420K – – –
GWA
5463
Geometric Wealth Advisors
District of Columbia
$419K +$1.68K +9 +0.4%
SHF
5464
Safe Harbor Fiduciary
Florida
$419K +$418K +2,244 New
CCM
5465
Charter Capital Management
Wisconsin
$418K – – –
SEEDPG
5466
S.E.E.D. Planning Group
New York
$417K -$1.3K -7 -0.3%
SFP
5467
Strategic Financial Partners
Oregon
$417K – – –
AFC
5468
Avise Financial Cooperative
California
$416K +$415K +2,230 New
HCM
5469
Hutchinson Capital Management
California
$416K +$2.79K +15 +0.7%
GW
5470
Graetz Wealth
Michigan
$413K +$412K +2,216 New
GSWA
5471
Good Steward Wealth Advisors
Tennessee
$411K -$24.2K -130 -6%
BFA
5472
Buttonwood Financial Advisors
Maryland
$411K -$558 -3 -0.1%
WMWM
5473
Wilkins Miller Wealth Management
Alabama
$410K +$18.8K +101 +5%
MA
5474
MSA Advisors
California
$410K – – –
ORG
5475
Optimist Retirement Group
Washington
$409K – – –
217 218
219
220 221