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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2801
WealthSpring Partners
California
$475K +$445 +2 +0.1%
DE
2802
Day & Ennis
Georgia
$475K – – –
FA
2803
Fountainhead AM
New Jersey
$473K -$10.5K -47 -2%
WCA
2804
Westover Capital Advisors
Delaware
$470K +$152K +682 +49%
OFW
2805
Omnia Family Wealth
Florida
$469K -$5.79K -26 -1%
RGF
2806
Retirement Guys Formula
Ohio
$469K +$154K +692 +50%
AFAS
2807
Acorn Financial Advisory Services
Virginia
$466K +$34.9K +157 +8%
JEST
2808
JTC Employer Solutions Trustee
Jersey
$466K +$81.7K +367 +22%
GBWM
2809
Granite Bay Wealth Management
New Hampshire
$466K +$183K +822 +66%
RWPA
2810
Richard W. Paul & Associates
Michigan
$465K +$8.68K +39 +2%
FCIM
2811
Fairview Capital Investment Management
California
$464K +$55.2K +248 +14%
SI
2812
Saxon Interests
Texas
$464K +$9.13K +41 +2%
SCG
2813
Sonata Capital Group
Washington
$462K +$456K +2,047 New
SWA
2814
Sutton Wealth Advisors
Florida
$462K -$1.03M -4,624 -69%
CFSG
2815
Clark Financial Services Group
Missouri
$460K -$890 -4 -0.2%
SCM
2816
SOL Capital Management
Maryland
$460K – – –
RWM
2817
RKL Wealth Management
Pennsylvania
$459K +$3.12K +14 +0.7%
LA
2818
Lane & Associates
New Jersey
$458K -$14.2K -64 -3%
AG
2819
Algert Global
California
$455K +$449K +2,017 New
CG
2820
Clifford Group
Massachusetts
$454K -$1.33K -6 -0.3%
AA
2821
Alesco Advisors
New York
$454K +$85.2K +383 +23%
PCC
2822
Park Circle Company
Maryland
$451K – – –
CFD
2823
Creative Financial Designs
Indiana
$451K -$14.9K -67 -3%
IWS
2824
Insight Wealth Strategies
California
$449K – – –
HP
2825
HT Partners
Connecticut
$449K -$8.68K -39 -2%
111 112
113
114 115