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Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
2476
Leeward Financial Partners
Washington
$289K +$221K +1,103 New
AAM
2477
Ascension Asset Management
New York
$288K +$220K +1,100 New
RC
2478
Rovin Capital
Arizona
$287K -$60K -300 -22%
SWA
2479
Sutton Wealth Advisors
Florida
$286K +$2.6K +13 +1%
WF
2480
Wayfinding Financial
Washington
$286K +$215K +1,074 New
DIP
2481
DT Investment Partners
Pennsylvania
$286K – – –
HP
2482
HT Partners
Connecticut
$285K -$7.8K -39 -3%
AWM
2483
Ameliora Wealth Management
Switzerland
$284K +$18.4K +92 +9%
CFA
2484
Cahill Financial Advisors
Minnesota
$284K +$15.4K +77 +8%
GCA
2485
Genesee Capital Advisors
New York
$283K -$24K -120 -10%
CRG
2486
Cornerstone Retirement Group
Nevada
$283K +$216K +1,082 New
CFS
2487
CGC Financial Services
Oregon
$283K +$216K +1,081 New
DA
2488
Dash Acquisitions
California
$282K +$216K +1,078 New
PCG
2489
Prosperity Consulting Group
Maryland
$282K +$3.6K +18 +2%
KA
2490
Kooman & Associates
Pennsylvania
$282K +$12.2K +61 +6%
WWM
2491
WJ Wealth Management
Arizona
$281K +$215K +1,074 New
CAM
2492
Crestone Asset Management
Colorado
$281K – – –
AA
2493
Axiom Advisory
California
$280K -$11.4K -57 -5%
IPW
2494
Intergy Private Wealth
Colorado
$280K +$9K +45 +4%
RWS
2495
Resolute Wealth Strategies
Mississippi
$280K -$15.8K -79 -7%
LCM
2496
Leisure Capital Management
California
$280K -$4.2K -21 -2%
BCP
2497
Blue Chip Partners
Michigan
$280K – – –
SL
2498
Summitry LLC
California
$280K – – –
VCM
2499
Vision Capital Management
Oregon
$278K -$24K -120 -10%
JWM
2500
Jessup Wealth Management
Ohio
$278K -$36.2K -181 -15%
98 99
100
101 102