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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2701
Delos Wealth Advisors
Texas
$23.7K +$25.8K +45 +2,250%
CPG
2702
Custom Portfolio Group
Colorado
$23.2K – – –
MWM
2703
Mascoma Wealth Management
New Hampshire
$22.2K -$6.88K -12 -21%
CQS
2704
Credential Qtrade Securities
$22.2K – – –
PCWA
2705
Pacific Capital Wealth Advisors
California
$22.2K +$8.03K +14 +47%
OP
2706
ORG Partners
Indiana
$21.6K -$902K -1,574 -97%
VWA
2707
Valued Wealth Advisors
Utah
$21.2K +$14.3K +25 +147%
KWAG
2708
Kiely Wealth Advisory Group
North Carolina
$21K – – –
OPTFSNA
2709
Old Point Trust & Financial Services N A
Virginia
$20.7K – – –
MUMSS
2710
Mitsubishi UFJ Morgan Stanley Securities
Japan
$20.2K +$22.9K +40 New
ME
2711
McIlrath & Eck
Washington
$19.7K -$224K -391 -91%
DMKJ
2712
David M. Knott Jr
$18K – – –
KFP
2713
Keener Financial Planning
Texas
$17K – – –
PCFFS
2714
Pacific Center for Financial Services
California
$16.7K +$4.01K +7 +27%
MFT
2715
Moisand Fitzgerald Tamayo
Florida
$16.1K -$3.44K -6 -16%
AA
2716
Addison Advisors
Vermont
$15.6K +$17.8K +31 New
ICM
2717
Islay Capital Management
Texas
$15.1K – – –
TCG
2718
Transcendent Capital Group
Oklahoma
$15.1K – – –
VWWMG
2719
Vermillion & White Wealth Management Group
Pennsylvania
$15.1K – – –
HWP
2720
Highline Wealth Partners
California
$13.6K – – –
DPW
2721
DiNuzzo Private Wealth
Pennsylvania
$13.1K -$573 -1 -4%
CWAF
2722
Core Wealth Advisors (Florida)
Florida
$12.6K – – –
CWM
2723
Cranbrook Wealth Management
Michigan
$12.6K – – –
IWP
2724
IAG Wealth Partners
Wisconsin
$12.6K – – –
SA
2725
SRH Advisors
Kansas
$12.6K – – –
107 108
109
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