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Name Holding Trade Value Shares
Change 		Change in
Stake
TDWM
4276
Topel & Distasi Wealth Management
California
$818K -$38.1K -208 -4%
RWM
4277
Reston Wealth Management
Virginia
$818K +$131K +714 +18%
SA
4278
Sunesis Advisors
Kansas
$818K +$876K +4,775 New
BC
4279
Barnett & Company
Tennessee
$812K +$14.7K +80 +2%
CA
4280
Corrado Advisors
New Jersey
$810K -$723K -3,942 -45%
JFG
4281
JMG Financial Group
Illinois
$810K – – –
LL
4282
LPWM LLC
Minnesota
$808K +$4.22K +23 +0.5%
THL
4283
Tillman Hartley LLC
Colorado
$807K -$35.2K -192 -4%
AFP
4284
Alpha Financial Partners
Kentucky
$803K -$602K -3,284 -41%
AFG
4285
Arkansas Financial Group
Arkansas
$803K +$147K +800 +21%
WFC
4286
Western Financial Corp
California
$803K -$1.65K -9 -0.2%
AAM
4287
Ameraudi Asset Management
New York
$802K – – –
PA
4288
Prism Advisors
California
$799K +$19.3K +105 +2%
TWA
4289
Trellis Wealth Advisors
California
$796K – – –
PCM
4290
Perkins Capital Management
Minnesota
$796K – – –
NP
4291
Ninepoint Partners
Ontario, Canada
$796K -$167K -908 -16%
MWM
4292
Magnolia Wealth Management
Alabama
$795K +$5.87K +32 +0.7%
BSWM
4293
Boston Standard Wealth Management
Massachusetts
$794K -$460K -2,510 -35%
UI
4294
Unconventional Investor
New Hampshire
$793K -$16.3K -89 -2%
VIA
4295
Virtus Investment Advisers
Connecticut
$793K +$134K +732 +19%
PWA
4296
Pillar Wealth Advisors
Pennsylvania
$793K – – –
HWM
4297
HighMark Wealth Management
Minnesota
$793K -$34.3K -187 -4%
AA
4298
Acorns Advisers
California
$787K +$588K +3,205 +230%
TWA
4299
Tandem Wealth Advisors
Arizona
$782K -$26.6K -145 -3%
NPPM
4300
North Point Portfolio Managers
Ohio
$780K – – –
170 171
172
173 174