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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
5676
BCK Partners
New York
$336K +$13K +63 +4%
SCFS
5677
Stewardship Concepts Financial Services
Washington
$335K +$74.6K +363 +28%
FC
5678
Family CFO
California
$334K +$343K +1,670 New
IP
5679
Isthmus Partners
Wisconsin
$332K -$18.9K -92 -5%
NWA
5680
Northwest Wealth Advisors
Washington
$331K +$33.7K +164 +11%
WHCFA
5681
William Howard & Co Financial Advisors
Tennessee
$330K – – –
BOC
5682
Bull Oak Capital
California
$329K +$41.1K +200 +14%
GF
5683
Gimbal Financial
Indiana
$328K +$337K +1,637 New
AAG
5684
Avalon Advisory Group
Pennsylvania
$326K – – –
VWA
5685
Vistica Wealth Advisors
California
$326K -$44.8K -218 -12%
MFS
5686
Madrid Financial Services
California
$325K – – –
LS
5687
LCW Services
Virginia
$324K – – –
CFA
5688
CWS Financial Advisors
Michigan
$321K +$9.25K +45 +3%
SA
5689
Seneschal Advisors
Washington
$320K +$30.8K +150 +10%
TCTWM
5690
Three Cord True Wealth Management
Pennsylvania
$320K +$411 +2 +0.1%
TA
5691
Tectonic Advisors
Texas
$318K +$411 +2 +0.1%
JAA
5692
Joel Adams & Associates
North Carolina
$318K – – –
HA
5693
Hegarty Advisors
New York
$318K +$411 +2 +0.1%
FWA
5694
FORM Wealth Advisors
Wisconsin
$318K -$10.1K -49 -3%
PHWM
5695
Palatine Hill Wealth Management
Michigan
$316K +$29.4K +143 +10%
GWM
5696
Graybill Wealth Management
Illinois
$316K -$5.14K -25 -2%
GSWA
5697
Good Steward Wealth Advisors
Tennessee
$314K -$72K -350 -18%
BCM
5698
Basso Capital Management
Connecticut
$314K +$272K +1,322 +533%
YAIA
5699
Yanni & Associates Investment Advisors
Pennsylvania
$313K -$2.67K -13 -0.8%
PS
5700
Portfolio Strategies
New York
$311K +$3.08K +15 +1%
226 227
228
229 230