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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
3001
Gradient Capital Advisors
California
$905K +$10.7K +31 +1%
HWM
3002
Hemington Wealth Management
Virginia
$905K +$66.1K +191 +8%
TPW
3003
Transatlantique Private Wealth
New York
$900K -$76.8K -222 -8%
IWA
3004
Inspirion Wealth Advisors
Illinois
$897K +$20.4K +59 +2%
WAOI
3005
Wealth Advisors of Iowa
Iowa
$897K +$21.1K +61 +2%
SI
3006
Saxon Interests
Texas
$895K +$110K +319 +14%
PWM
3007
Proathlete Wealth Management
Florida
$893K +$4.5K +13 +0.5%
FB
3008
Finward Bancorp
Indiana
$893K +$17.3K +50 +2%
DWP
3009
Destiny Wealth Partners
Florida
$891K -$4.15K -12 -0.5%
IAS
3010
Investment Advisory Services
Texas
$891K -$244K -706 -21%
VCWM
3011
Vista Cima Wealth Management
Arizona
$884K +$639K +1,845 +248%
SPWG
3012
Sage Private Wealth Group
Illinois
$884K +$35.6K +103 +4%
SCA
3013
St. Clair Advisors
Ohio
$882K – – –
AA
3014
Addison Advisors
Vermont
$882K -$13.2K -38 -1%
PWA
3015
Primoris Wealth Advisors
Florida
$880K +$12.1K +35 +1%
UWP
3016
Uniting Wealth Partners
Kansas
$879K +$625K +1,805 +234%
PCM
3017
Permanent Capital Management
Illinois
$877K +$889K +2,568 New
MP
3018
Moment Partners
California
$875K +$359K +1,036 +68%
SCM
3019
SOL Capital Management
Maryland
$875K – – –
BW
3020
Blalock Williams
Alabama
$873K -$176K -509 -17%
DSN
3021
D. Scott Neal
Kentucky
$871K – – –
SSG
3022
Summit Securities Group
New York
$871K +$600K +1,735 +213%
GC
3023
Garde Capital
Washington
$866K -$35.3K -102 -4%
BF
3024
Brucke Financial
Indiana
$863K -$121K -350 -12%
AFGAS
3025
Allegiance Financial Group Advisory Services
Virginia
$861K -$42.6K -123 -5%
119 120
121
122 123