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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
3976
Forte Asset Management
New York
$728K +$806K +5,323 New
PFA
3977
Peak Financial Advisors
Colorado
$725K -$50.6K -334 -6%
WG
3978
Winton Group
United Kingdom
$723K +$801K +5,286 New
HFAS
3979
Hummer Financial Advisory Services
Illinois
$720K -$15.1K -100 -2%
SCM
3980
Stordahl Capital Management
Colorado
$719K +$3.48K +23 +0.4%
IWP
3981
IAG Wealth Partners
Wisconsin
$715K -$757 -5 -0.1%
EA
3982
Evolution Advisers
Virginia
$714K – – –
IF
3983
Insight Folios
North Carolina
$713K -$449K -2,968 -36%
UWM
3984
USAdvisors Wealth Management
Minnesota
$713K -$141K -929 -15%
LAI
3985
Legal Advantage Investments
California
$711K +$787K +5,198 New
VI
3986
Versor Investments
New York
$707K +$783K +5,171 New
BRC
3987
Bell Rock Capital
Delaware
$706K -$13.5M -89,343 -95%
JC
3988
Jentner Corp
Ohio
$706K +$303 +2 +0%
HFA
3989
Highland Financial Advisors
New Jersey
$698K +$773K +5,104 New
LL
3990
LPWM LLC
Minnesota
$696K +$151 +1 +0%
PA
3991
Prism Advisors
California
$694K -$9.69K -64 -1%
BC
3992
Barnett & Company
Tennessee
$692K +$22.7K +150 +3%
UI
3993
Unconventional Investor
New Hampshire
$691K +$454 +3 +0.1%
TDWM
3994
Topel & Distasi Wealth Management
California
$690K – – –
SFP
3995
Strategic Financial Partners
Oregon
$689K -$151 -1 -0%
NCG
3996
Newport Capital Group
New Jersey
$684K -$15.4K -102 -2%
LODC
3997
Lanham O'Dell & Company
West Virginia
$683K +$98.4K +650 +15%
PFG
3998
Piershale Financial Group
Illinois
$675K -$3.63K -24 -0.5%
FA
3999
Financial Advantage
Maryland
$674K -$30.3K -200 -4%
LWA
4000
Lowe Wealth Advisors
Maryland
$673K -$20.6K -136 -3%
158 159
160
161 162