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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1026
Whittier Trust
California
$8.49K +$2.82K +20 +57%
KFI
1027
Key Financial Inc
Pennsylvania
$8.03K – – –
PPA
1028
Painted Porch Advisors
California
$7.88K +$704 +5 +11%
GK
1029
Graney & King
New York
$7.72K +$7.04K +50 New
SWA
1030
SOA Wealth Advisors
New York
$7.41K – – –
CA
1031
Continuum Advisory
Idaho
$7.26K -$563 -4 -8%
PWA
1032
Physician Wealth Advisors
Utah
$7.1K +$6.48K +46 New
EWP
1033
Elevation Wealth Partners
California
$6.95K – – –
CIAS
1034
CBIZ Investment Advisory Services
Ohio
$6.79K +$422 +3 +7%
CWP
1035
Clark Wealth Partners
Illinois
$6.64K +$6.05K +43 New
PFA
1036
Pathway Financial Advisers
Indiana
$6.49K +$5.91K +42 New
GA
1037
GoalVest Advisory
New York
$6.49K – – –
PPC
1038
Park Place Capital
Alabama
$6.49K – – –
DWM
1039
Dogwood Wealth Management
Kansas
$6.18K +$5.63K +40 New
HFS
1040
Hantz Financial Services
Michigan
$6K – – –
AF
1041
Aviso Financial
Ontario, Canada
$5.87K -$1.01M -7,150 -99%
SO
1042
Sierra Ocean
California
$5.1K +$4.65K +33 New
MSWA
1043
Marshall & Sterling Wealth Advisors
New York
$5.09K +$4.65K +33 New
MSG
1044
Main Street Group
Virginia
$4.94K – – –
SIS
1045
Sound Income Strategies
Florida
$4.94K – – –
VWM
1046
Vermillion Wealth Management
Minnesota
$4.63K +$4.22K +30 New
WWP
1047
WR Wealth Planners
Missouri
$4.48K +$986 +7 +32%
APM
1048
a16z Perennial Management
California
$4.32K – – –
CIA
1049
Cape Investment Advisory
Georgia
$4.32K +$845 +6 +27%
FIA
1050
FPC Investment Advisory
California
$4.17K +$3.24K +23 New
40 41
42
43 44