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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
3451
Redwood Financial Network
Ohio
$590K +$28.6K +89 +5%
MQWP
3452
Morey & Quinn Wealth Partners
Nebraska
$589K – – –
EBA
3453
Eagle Bay Advisors
New York
$587K +$37.2K +116 +7%
FAG
3454
Fortitude Advisory Group
Washington
$587K -$12.8K -40 -2%
BAM
3455
Bosun Asset Management
Illinois
$587K – – –
PWP
3456
Precedent Wealth Partners
Texas
$585K +$50.4K +157 +10%
SNPAM
3457
St. Nicholas Private Asset Management
Florida
$585K – – –
GFPC
3458
Global Financial Private Client
Florida
$585K +$40.5K +126 +8%
WWM
3459
Wiser Wealth Management
Georgia
$585K +$142K +441 +35%
FWA
3460
Flagship Wealth Advisors
Massachusetts
$583K +$546K +1,700 New
JEST
3461
JTC Employer Solutions Trustee
Jersey
$583K – – –
AIP
3462
Avail Investment Partners
Pennsylvania
$580K +$141K +438 +35%
SWP
3463
Stone Wealth Partners
Louisiana
$579K +$2.25K +7 +0.4%
TWP
3464
Tower Wealth Partners
Pennsylvania
$578K -$93.4K -291 -15%
PWP
3465
Parkwoods Wealth Partners
New York
$578K +$125K +388 +30%
FSAG
3466
Financial Solutions Advisory Group
Illinois
$578K -$29.2K -91 -5%
MO
3467
McMillan Office
Michigan
$577K -$4.5K -14 -0.8%
TWA
3468
Tandem Wealth Advisors
Arizona
$577K +$36.3K +113 +7%
GCM
3469
Gunpowder Capital Management
Maryland
$576K – – –
FWA
3470
Fulcrum Wealth Advisors
Washington
$576K +$158K +493 +42%
HFP
3471
Holistic Financial Partners
Indiana
$576K -$42.1K -131 -7%
LGG
3472
Luts & Greenleigh Group
Maryland
$575K +$16.1K +50 +3%
AA
3473
Acorns Advisers
California
$575K +$37.6K +117 +8%
FA
3474
Financial Alternatives
California
$575K +$321 +1 +0.1%
AWA
3475
Aletheian Wealth Advisors
Washington
$574K +$60K +187 +13%
137 138
139
140 141