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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
3926
Market Street Wealth Management Advisors
Indiana
$451K +$182K +1,355 +62%
CCA
3927
Catalyst Capital Advisors
New York
$450K -$109K -816 -19%
RL
3928
Rogco LP
Oklahoma
$449K +$473K +3,532 New
AWA
3929
Aquire Wealth Advisors
Utah
$449K – – –
FWS
3930
FinDec Wealth Services
California
$448K +$2.55K +19 +0.5%
TA
3931
Tactive Advisors
Florida
$448K +$12.9K +96 +3%
BWM
3932
BCGM Wealth Management
Indiana
$447K – – –
FAM
3933
Forte Asset Management
New York
$447K – – –
AFS
3934
Annapolis Financial Services
Maryland
$447K – – –
PI
3935
Pachira Investments
California
$447K +$82.7K +617 +21%
FCMT
3936
Founders Capital Management (Texas)
Texas
$447K -$130K -973 -22%
PWA
3937
Primoris Wealth Advisors
Florida
$446K -$5.76K -43 -1%
RCM
3938
Rain Capital Management
Oregon
$445K +$20.2K +151 +5%
AAMC
3939
Asset Allocation & Management Company
Illinois
$445K – – –
IDA
3940
Intelligence Driven Advisers
California
$444K -$26.1K -195 -5%
GPWA
3941
Great Point Wealth Advisors
Massachusetts
$441K -$8.98K -67 -2%
TAM
3942
Tucker Asset Management
Colorado
$441K -$27.7K -207 -6%
KIA
3943
KLR Investment Advisors
Rhode Island
$441K -$32K -239 -5%
LFS
3944
Lutz Financial Services
Nebraska
$440K +$51.7K +386 +13%
SDWMA
3945
Schneider Downs Wealth Management Advisors
Pennsylvania
$438K +$82.8K +618 +22%
WP
3946
Wealthspan Partners
Iowa
$438K -$2.68K -20 -0.6%
FWM
3947
FMB Wealth Management
California
$437K +$46.6K +348 +11%
JF
3948
Joule Financial
Kentucky
$435K +$6.03K +45 +1%
MWM
3949
Meritas Wealth Management
California
$435K -$172K -1,286 -27%
WCP
3950
Wick Capital Partners
Pennsylvania
$435K -$9.25K -69 -2%
156 157
158
159 160