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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1551
Prospera Financial Services
Texas
$857K +$106K +169 +13%
MCWS
1552
McKinley Carter Wealth Services
West Virginia
$856K +$629 +1 +0.1%
JF
1553
JSF Financial
California
$855K +$108K +172 +13%
WCM
1554
Windward Capital Management
California
$850K -$629 -1 -0.1%
SSW
1555
Smith Shellnut Wilson
Mississippi
$846K +$378K +600 +69%
RWB
1556
RMR Wealth Builders
New Jersey
$844K +$78K +124 +9%
CCC
1557
Crescent Capital Consulting
Louisiana
$836K – – –
PFG
1558
PAX Financial Group
Texas
$835K +$6.29K +10 +0.7%
WF
1559
WoodTrust Financial
Wisconsin
$835K +$173K +275 +23%
RMDI
1560
R.M. Davis Inc
Maine
$833K -$252K -400 -22%
MFA
1561
Mayflower Financial Advisors
Massachusetts
$832K -$59.8K -95 -7%
HL
1562
HeadInvest LLC
Maine
$831K +$18.3K +29 +2%
MC
1563
Machina Capital
France
$828K +$906K +1,439 New
PWAG
1564
Polaris Wealth Advisory Group
California
$826K -$703K -1,117 -44%
GFS
1565
GYL Financial Synergies
Connecticut
$826K -$3.78K -6 -0.4%
VHAM
1566
Van Hulzen Asset Management
California
$822K +$3.15K +5 +0.4%
HT
1567
Heritage Trust
Oklahoma
$821K – – –
FTA
1568
Financial & Tax Architects
Missouri
$820K +$119K +189 +15%
AIC
1569
Ayalon Insurance Company
Israel
$820K +$661K +1,050 +284%
DA
1570
DSC Advisors
Illinois
$818K +$45.3K +72 +5%
KP
1571
Keel Point
Alabama
$817K +$16.4K +26 +2%
WQ
1572
Wealth Quarterback
New Jersey
$816K -$34.6K -55 -4%
BCM
1573
BTR Capital Management
California
$815K -$15.7K -25 -2%
SFG
1574
Sather Financial Group
Texas
$815K – – –
CG
1575
CFO4Life Group
Texas
$815K +$91.9K +146 +11%
61 62
63
64 65