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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2901
Spinnaker Investment Group
California
$690K +$267K +672 +69%
CTA
2902
Clear Trail Advisors
Texas
$690K +$4.77K +12 +0.7%
BFWA
2903
Benchmark Financial Wealth Advisors
Florida
$689K +$88.3K +222 +16%
PIWA
2904
Prevail Innovative Wealth Advisors
Kansas
$688K +$303K +762 +87%
WA
2905
WPG Advisers
Maryland
$687K +$80.3K +202 +14%
FPH
2906
Financial Planning Hawaii
Hawaii
$686K -$6.36K -16 -1%
TCP
2907
TMB Capital Partners
Arkansas
$686K -$23.5K -59 -3%
IIM
2908
Invariant Investment Management
Pennsylvania
$686K – – –
LWIC
2909
Leith Wheeler Investment Counsel
British Columbia, Canada
$686K -$147K -370 -19%
TWM
2910
Tripletail Wealth Management
Florida
$685K +$136K +343 +25%
TFG
2911
Tull Financial Group
Virginia
$684K +$8.35K +21 +1%
WOSD
2912
WFA of San Diego
California
$684K +$30.6K +77 +4%
PMWMG
2913
Parr McKnight Wealth Management Group
Minnesota
$682K +$3.18K +8 +0.5%
W
2914
WorthPointe
California
$678K +$78K +196 +14%
AWA
2915
ARQ Wealth Advisors
Arizona
$678K +$156K +392 +28%
FLFS
2916
Family Legacy Financial Solutions
North Carolina
$678K -$297K -748 -31%
SWG
2917
Summit Wealth Group
Vermont
$678K -$13.5K -34 -2%
RSC
2918
Red Spruce Capital
Pennsylvania
$678K – – –
SCA
2919
Stillwater Capital Advisors
Pennsylvania
$677K -$5.97K -15 -0.9%
KC
2920
Kinloch Capital
Virginia
$677K – – –
FC
2921
Fusion Capital
South Carolina
$677K – – –
M
2922
MYeCFO
California
$677K +$1.59K +4 +0.2%
SIM
2923
Synergy Investment Management
Florida
$676K +$222K +559 +45%
SPWG
2924
Syntegra Private Wealth Group
Missouri
$675K -$20.7K -52 -3%
EGA
2925
E&G Advisors
Texas
$675K -$13.1K -33 -2%
115 116
117
118 119