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Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
4001
Financial Synergies Wealth Advisors
Texas
$952K -$157K -931 -15%
GWMI
4002
Guardian Wealth Management (Illinois)
Illinois
$946K -$25.6K -152 -3%
APC
4003
Asset Planning Corporation
Tennessee
$946K -$5.72K -34 -0.6%
HWM
4004
HighMark Wealth Management
Minnesota
$942K -$26.7K -159 -3%
IEFM
4005
IQ EQ Fund Management
Ireland
$937K -$296K -1,758 -25%
HFAS
4006
Hummer Financial Advisory Services
Illinois
$937K – – –
EL
4007
Envoi LLC
Minnesota
$936K -$46.2K -275 -5%
CI
4008
CPR Investments
Michigan
$935K -$167K -993 -16%
TAIM
4009
TD Ameritrade Investment Management
Nebraska
$930K +$28.1K +167 +3%
PWA
4010
Pillar Wealth Advisors
Pennsylvania
$929K – – –
MAWAG
4011
Mid-American Wealth Advisory Group
Missouri
$921K +$92.8K +552 +12%
MWM
4012
Maripau Wealth Management
Indiana
$916K -$29.1K -173 -3%
KWP
4013
Keystone Wealth Partners
Arizona
$915K -$154K -917 -15%
SCM
4014
Stordahl Capital Management
Colorado
$915K +$367K +2,181 +71%
IWP
4015
IAG Wealth Partners
Wisconsin
$914K +$86.3K +513 +11%
CRCM
4016
Corbett Road Capital Management
Virginia
$914K +$160K +950 +22%
EA
4017
Evolution Advisers
Virginia
$908K +$55.3K +329 +7%
AI
4018
AdvisorShares Investments
Maryland
$908K +$874K +5,200 New
AWA
4019
ARQ Wealth Advisors
Arizona
$907K +$1.34K +8 +0.2%
PCMF
4020
Private Capital Management (Florida)
Florida
$905K +$871K +5,181 New
JC
4021
Jentner Corp
Ohio
$902K -$29.8K -177 -3%
PA
4022
Prism Advisors
California
$897K -$11.6K -69 -1%
FA
4023
Financial Advantage
Maryland
$896K +$621K +3,692 +256%
NCG
4024
Newport Capital Group
New Jersey
$892K – – –
ICM
4025
Infini Capital Management
Hong Kong
$891K -$2.25M -13,400 -72%
159 160
161
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