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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3651
Truvestments Capital
Florida
$473K +$85.5K +251 +23%
SA
3652
Scarborough Advisors
Maryland
$473K +$22.1K +65 +5%
OF
3653
Optimize Financial
California
$473K -$1.02K -3 -0.2%
FC
3654
Financial Council
Maryland
$472K -$1.7K -5 -0.4%
SEP
3655
Signature Equity Partners
Ohio
$472K +$459K +1,346 New
WCP
3656
Wealthcare Capital Partners
Pennsylvania
$471K -$1.36K -4 -0.3%
FDS
3657
Freedom Day Solutions
Texas
$471K +$681 +2 +0.1%
UFA
3658
Unify Financial Advisors
Florida
$471K +$457K +1,342 New
FP
3659
Financial Perspectives
Minnesota
$470K – – –
CCWP
3660
Cedar Cove Wealth Partners
Minnesota
$470K +$457K +1,340 New
WWMSC
3661
Wagner Wealth Management (South Carolina)
South Carolina
$470K +$140K +411 +44%
VCP
3662
Vista Capital Partners
Oregon
$469K +$2.04K +6 +0.5%
LWM
3663
LongView Wealth Management
Georgia
$469K +$20.1K +59 +5%
BF
3664
Baring Financial
Washington
$468K +$92K +270 +25%
OCPWS
3665
One Charles Private Wealth Services
Massachusetts
$468K -$3.07K -9 -0.7%
AA
3666
Acorns Advisers
California
$467K +$42.6K +125 +10%
PFA
3667
Plotkin Financial Advisors
Maryland
$467K +$27.9K +82 +7%
MJP
3668
Michael J. Puzo
$466K – – –
GCP
3669
GSA Capital Partners
United Kingdom
$466K -$804K -2,360 -64%
GC
3670
Gibson Capital
Pennsylvania
$466K – – –
AWM
3671
Aberdeen Wealth Management
Illinois
$465K – – –
GA
3672
Goldstein Advisors
Wisconsin
$465K -$56.9K -167 -11%
SCG
3673
Sonata Capital Group
Washington
$463K – – –
LWPC
3674
Legacy Wealth Partners (Colorado)
Colorado
$463K +$450K +1,321 New
GC
3675
GatePass Capital
Ohio
$462K +$449K +1,317 New
145 146
147
148 149