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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3526
Sebold Capital Management
Illinois
$764K -$18.8K -165 -3%
GC
3527
Guidance Capital
Kentucky
$761K +$628K +5,498 New
AWA
3528
Archvest Wealth Advisors
California
$759K +$8.56K +75 +1%
BAM
3529
Blueshift Asset Management
New Jersey
$758K +$664K +5,818 New
LA
3530
Lifeworks Advisors
Michigan
$758K +$11.8K +103 +2%
4WM
3531
44 Wealth Management
Oregon
$753K -$28K -245 -4%
SWM
3532
Selective Wealth Management
Virginia
$751K +$674K +5,904 New
RW
3533
Regimen Wealth
Georgia
$748K -$52.5K -460 -7%
KFG
3534
Kingdom Financial Group
Arizona
$748K +$655K +5,740 New
LFA
3535
Legend Financial Advisors
Pennsylvania
$746K -$14.8K -130 -2%
T
3536
TNF
Montana
$746K -$5.14K -45 -0.8%
HIF
3537
Hill Island Financial
Michigan
$744K -$34.3K -300 -5%
CF
3538
Corrigan Financial
Rhode Island
$740K – – –
PG
3539
Prostatis Group
Maryland
$740K +$10.7M +93,414 +1,729%
AA
3540
AJ Advisors
Tennessee
$740K -$228 -2 -0%
CI
3541
Chartist Inc
California
$740K -$57.7K -505 -8%
CA
3542
Carson Advisory
Georgia
$740K -$3.31K -29 -0.5%
FNT
3543
First Nebraska Trust
Nebraska
$739K -$5.71K -50 -0.9%
MWM
3544
Moran Wealth Management
Florida
$738K +$345K +3,024 +115%
PFG
3545
PAX Financial Group
Texas
$737K +$90.4K +792 +16%
EB
3546
Exchange Bank
California
$736K +$645K +5,645 New
OPCM
3547
Osborne Partners Capital Management
California
$736K -$59.4K -520 -8%
GSAM
3548
Grant Street Asset Management
Pennsylvania
$736K +$30.3K +265 +5%
MCM
3549
Monument Capital Management
Virginia
$735K +$3.54K +31 +0.6%
SFWC
3550
Strategic Family Wealth Counselors
New Jersey
$735K -$2.4K -21 -0.4%
140 141
142
143 144