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Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
3651
Measured Wealth Private Client Group
New Hampshire
$574K +$105K +680 +24%
BPFA
3652
Barnes Pettey Financial Advisors
Mississippi
$570K +$9.27K +60 +2%
AWA
3653
Archvest Wealth Advisors
California
$570K +$40.2K +260 +8%
TC
3654
TAP Consulting
Missouri
$570K +$46.4K +300 +9%
AAMC
3655
Asset Allocation & Management Company
Illinois
$570K +$541K +3,500 New
CC
3656
Cypress Capital
Tennessee
$567K +$68K +440 +14%
MWA
3657
Motive Wealth Advisors
Michigan
$567K +$216K +1,400 +67%
CIA
3658
Caerus Investment Advisors
Texas
$566K -$899K -5,820 -53%
WAM
3659
Walker Asset Management
Missouri
$564K +$3.09K +20 +0.6%
TWP
3660
TFO Wealth Partners
Ohio
$564K +$535K +3,460 New
RPSA
3661
Richard P. Slaughter Associates
Texas
$563K -$24.7K -160 -4%
AFS
3662
Annapolis Financial Services
Maryland
$561K -$6.18K -40 -1%
GWAM
3663
Guardian Wealth Advisors (Minnesota)
Minnesota
$561K – – –
HF
3664
Halpern Financial
Virginia
$561K -$61.8K -400 -10%
VCM
3665
Vivaldi Capital Management
Illinois
$558K +$278K +1,800 +57%
SFA
3666
Seneca Financial Advisors
New York
$557K – – –
LFGH
3667
Lee Financial Group Hawaii
Hawaii
$557K -$24.7K -160 -4%
WCM
3668
Windsor Capital Management
Arizona
$555K -$105K -680 -17%
CIS
3669
Continental Investors Services
Washington
$554K -$34K -220 -6%
BBPWM
3670
Blue Bell Private Wealth Management
Pennsylvania
$554K -$15.5K -100 -3%
AGA
3671
Arkos Global Advisors
Texas
$552K +$18.5K +120 +4%
EHAM
3672
Eagle Harbor Asset Management
Washington
$551K +$300K +1,940 +135%
B
3673
Bellecapital
Switzerland
$550K +$1M +6,500 +11%
B
3674
BetterWealth
California
$548K -$167K -1,080 -24%
BWM
3675
Birchcreek Wealth Management
Ohio
$544K +$105K +680 +26%
145 146
147
148 149