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Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
4101
Wulff, Hansen & Co
California
$1.82M -$114K -625 -6%
WCWM
4102
Wooster Corthell Wealth Management
Connecticut
$1.81M -$12.2K -67 -0.6%
FWM
4103
FMA Wealth Management
Massachusetts
$1.81M +$16.4K +90 +0.9%
DFA
4104
DHJJ Financial Advisors
Illinois
$1.81M -$909 -5 -0%
PBC
4105
Pavion Blue Capital
California
$1.8M -$32K -176 -2%
FNWA
4106
Financial Network Wealth Advisors
Utah
$1.8M -$1.92M -10,554 -50%
DF
4107
DecisionPoint Financial
Arizona
$1.8M – – –
BA
4108
Brightwater Advisory
Florida
$1.8M +$141K +775 +8%
EC
4109
Eaton-Cambridge
Arizona
$1.79M -$568K -3,126 -23%
DWM
4110
Defined Wealth Management
Oregon
$1.79M -$6.55K -36 -0.3%
VC
4111
Veery Capital
Delaware
$1.79M -$364 -2 -0%
HIA
4112
Harvest Investment Advisors
Florida
$1.79M +$10K +55 +0.5%
EGWAG
4113
Elwood & Goetz Wealth Advisory Group
Georgia
$1.79M -$101K -558 -5%
SWMG
4114
Sard Wealth Management Group
Georgia
$1.78M +$184K +1,013 +11%
MSF
4115
Mustard Seed Financial
Arkansas
$1.78M +$73.1K +402 +4%
TCA
4116
Troluce Capital Advisors
Puerto Rico
$1.78M +$1.89M +10,400 New
SIA
4117
Sage Investment Advisers
New York
$1.78M -$36.9K -203 -2%
BPFA
4118
Barnes Pettey Financial Advisors
Mississippi
$1.78M -$283K -1,554 -13%
PP
4119
Prosperity Planning
Missouri
$1.77M – – –
SFC
4120
Sprinkle Financial Consultants
Colorado
$1.77M -$174K -956 -8%
HKIMG
4121
Hutchens & Kramer Investment Management Group
Indiana
$1.77M -$35.6K -196 -2%
AWM
4122
Allen Wealth Management
North Carolina
$1.77M -$164K -900 -8%
SPL
4123
Smart Portfolios LLC
Washington
$1.76M – – –
GFG
4124
GR Financial Group
Arizona
$1.76M +$6.73K +37 +0.4%
CPWM
4125
Cypress Point Wealth Management
Texas
$1.76M +$581K +3,195 +45%
163 164
165
166 167