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Waystar Holding Corp
WAY

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
351
Root Financial Partners
California
– -$25.4K -1,052 Closed
TPWA
352
Twin Peaks Wealth Advisors
California
– -$8.08K -335 Closed
MA
353
MCF Advisors
Kentucky
– -$6.92K -287 Closed
AssetMark Inc
354
AssetMark Inc
California
– -$4.36K -181 Closed
WPA
355
Wealth Preservation Advisors
Tennessee
– -$4.15K -172 Closed
OCWP
356
Owl Creek Wealth Partners
Colorado
– -$3.38K -140 Closed
BWA
357
Basecamp Wealth Advisors
Washington
– -$2.85K -118 Closed
PFBT
358
Parkside Financial Bank & Trust
Missouri
– -$2.6K -108 Closed
CFO
359
CVA Family Office
Colorado
– -$1.54K -64 Closed
LCM
360
LuminArx Capital Management
New York
– -$1.5K -62 Closed
MAM
361
Marquette Asset Management
Minnesota
– -$1.35K -56 Closed
AF
362
Advisornet Financial
Minnesota
– -$989 -41 Closed
CMA
363
Cedar Mountain Advisors
Oregon
– -$699 -29 Closed
CPG
364
Cornerstone Planning Group
New Jersey
– -$475 -23 Closed
BWL
365
Bogart Wealth LLC
Virginia
– -$506 -21 Closed
ASN
366
Advisory Services Network
Georgia
– -$458 -19 Closed
PWA
367
Physician Wealth Advisors
Utah
– -$434 -18 Closed
ACA
368
American Capital Advisory
Idaho
– -$410 -17 Closed
RF
369
Rossby Financial
Florida
– -$285 -12 Closed
FFO
370
Fortitude Family Office
Arizona
– -$169 -7 Closed
JWM
371
JPL Wealth Management
Colorado
– -$169 -7 Closed
VWM
372
Vermillion Wealth Management
Minnesota
– -$169 -7 Closed
DF
373
Dunhill Financial
United Kingdom
– -$69 -2 Closed
HFS
374
Hughes Financial Services
Virginia
– -$48 -2 Closed
CW
375
Curio Wealth
Maryland
– -$24 -1 Closed
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