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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
526
Greenup Street Wealth Management
Michigan
$408K -$31.5K -199 -6%
SFG
527
Synergy Financial Group
California
$406K +$39.9K +252 +9%
AAS
528
Avantax Advisory Services
Texas
$400K +$16.3K +103 +4%
CL
529
CPWM LLC
Washington
$398K -$16.2K -102 -3%
CFGS
530
Concourse Financial Group Securities
Alabama
$395K +$147K +931 +49%
PFO
531
Pathstone Family Office
New Jersey
$394K +$51.5K +325 +13%
PHM
532
Prospect Hill Management
New Jersey
$386K +$63.4K +400 +17%
JGUA
533
John G. Ullman & Associates
New York
$375K +$428K +2,700 New
TCA
534
Transcend Capital Advisors
New Jersey
$374K -$30.4K -192 -7%
BWA
535
Bordeaux Wealth Advisors
California
$373K -$3.48K -22 -0.8%
SWM
536
Spire Wealth Management
Virginia
$369K -$16.2K -102 -4%
BL
537
Balentine LLC
Georgia
$366K +$254K +1,606 +157%
SN
538
Sittner & Nelson
Oregon
$365K +$8.71K +55 +2%
JPLA
539
Joseph P. Lucia & Associates
New York
$362K +$31.7K +200 +8%
VWA
540
V Wealth Advisors
Kansas
$358K -$125K -792 -24%
H
541
HoyleCohen
California
$354K +$137K +865 +52%
BM
542
Brandywine Managers
Delaware
$354K +$404K +2,549 New
IIM
543
Ironwood Investment Management
Massachusetts
$353K +$402K +2,537 New
HNW
544
High Note Wealth
Minnesota
$340K +$1.58K +10 +0.4%
FMAEN1
545
Fund Management at Engine No 1
California
$340K +$71.1K +449 +22%
WCM
546
Whitener Capital Management
North Carolina
$337K +$204K +1,285 +112%
AIA
547
Alera Investment Advisors
Illinois
$336K +$153K +968 +67%
ACM
548
Adalta Capital Management
New York
$334K +$325K +2,050 +586%
DAS
549
Dynamic Advisor Solutions
Arizona
$332K +$140K +885 +59%
EPA
550
Element Pointe Advisors
Florida
$329K -$195K -1,233 -34%
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