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Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
3601
Waypoint Wealth Counsel
Georgia
$402K +$91K +269 +31%
ACM
3602
Andina Capital Management
Utah
$401K -$344K -1,017 -47%
NLWP
3603
Next Level Wealth Planning
Idaho
$401K -$19.6K -58 -5%
WWP
3604
Waypoint Wealth Partners
California
$400K -$43.7K -129 -10%
EFG
3605
Embree Financial Group
Illinois
$400K -$9.81K -29 -2%
FWM
3606
Focused Wealth Management
New York
$399K +$8.46K +25 +2%
RAS
3607
RPS Advisory Solutions
Kentucky
$399K -$170K -501 -31%
EL
3608
Essex LLC
Illinois
$399K – – –
WA
3609
WealthTrust Axiom
Pennsylvania
$398K – – –
LSL
3610
Legacy Solutions LLC
Pennsylvania
$397K +$2.71K +8 +0.7%
PSF
3611
Pacific Sun Financial
California
$396K – – –
TWM
3612
Tanager Wealth Management
United Kingdom
$395K +$132K +390 +53%
WIM
3613
WealthPlan Investment Management
Nebraska
$394K -$195K -577 -34%
FWM
3614
Fortress Wealth Management
California
$393K – – –
FAN
3615
Financial Advisors Network
California
$392K -$15.9K -47 -4%
SWRP
3616
Summit Wealth & Retirement Planning
California
$391K +$67K +198 +22%
FWM
3617
Finer Wealth Management
Massachusetts
$391K -$7.44K -22 -2%
DFA
3618
Davies Financial Advisors
California
$389K +$19.6K +58 +6%
EWA
3619
Encompass Wealth Advisors
Oregon
$389K -$6.43K -19 -2%
JPG
3620
Jordan Park Group
California
$389K – – –
GWA
3621
Geometric Wealth Advisors
District of Columbia
$389K +$338 +1 +0.1%
SIG
3622
Spinnaker Investment Group
California
$388K +$47.4K +140 +14%
MSA
3623
McAlister Sweet & Associates
Texas
$388K – – –
SGI
3624
Swan Global Investments
Colorado
$388K +$98.8K +292 +36%
LF
3625
LifeSteps Financial
California
$388K +$48.4K +143 +15%
143 144
145
146 147