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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
2851
Strategic Family Wealth Counselors
New Jersey
$4.28M +$150K +991 +3%
FWA
2852
FSM Wealth Advisors
Ohio
$4.28M +$3.93M +25,938 New
MA
2853
MBA Advisors
Pennsylvania
$4.27M -$24.5K -162 -0.5%
EA
2854
Eudaimonia Advisors
Tennessee
$4.27M +$177K +1,169 +4%
MHWM
2855
Montz Harcus Wealth Management
Louisiana
$4.27M +$6.21K +41 +0.1%
PFP
2856
Paragon Financial Partners
California
$4.26M +$501K +3,308 +12%
DJYG
2857
David J. Yvars Group
Florida
$4.26M -$148K -979 -3%
WCA
2858
Waratah Capital Advisors
Ontario, Canada
$4.25M +$4.72M +31,149 New
AC
2859
AlphaCore Capital
California
$4.24M -$34.2K -226 -0.7%
AIFAIM
2860
American Institute for Advanced Investment Management
Arizona
$4.23M -$56.8K -375 -1%
RWA
2861
Redhawk Wealth Advisors
Minnesota
$4.22M -$103K -677 -2%
HI
2862
Handelsinvest Investeringsforvaltning
Denmark
$4.22M -$1.54M -10,174 -25%
WFA
2863
Wellspring Financial Advisors
Ohio
$4.22M +$627K +4,143 +16%
PA
2864
Parkside Advisors
California
$4.2M -$101K -665 -2%
WOC
2865
West Oak Capital
California
$4.19M -$124K -817 -3%
OCPWS
2866
One Charles Private Wealth Services
Massachusetts
$4.18M -$258K -1,702 -6%
LFA
2867
Landmark Financial Advisors
Kentucky
$4.18M -$84.4K -557 -2%
4WM
2868
44 Wealth Management
Oregon
$4.17M -$28.9K -191 -0.6%
VCP
2869
Vista Capital Partners
Oregon
$4.17M +$18K +119 +0.4%
IAG
2870
Investment Advisory Group
Massachusetts
$4.16M +$31.2K +206 +0.7%
WFMPM
2871
Woodley Farra Manion Portfolio Management
Indiana
$4.15M +$1.51K +10 +0%
SP
2872
Successful Portfolios
Florida
$4.15M -$46.6K -308 -1%
CFO
2873
Capitol Family Office
Oregon
$4.14M +$98.7K +652 +2%
GIM
2874
Guild Investment Management
California
$4.14M -$2.24M -14,759 -35%
IA
2875
IAM Advisory
Pennsylvania
$4.14M +$41.2K +272 +0.9%
113 114
115
116 117