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Name Holding Trade Value Shares
Change 		Change in
Stake
VH
4101
Visionary Horizons
Tennessee
$585K +$540K +3,850 New
QCM
4102
Qsemble Capital Management
New York
$584K -$779K -5,555 -59%
LWA
4103
Ledgewood Wealth Advisors
New Hampshire
$582K +$537K +3,832 New
CWA
4104
Centennial Wealth Advisory
Michigan
$581K +$23.8K +170 +5%
LFG
4105
Lockerman Financial Group
California
$580K +$20.2K +144 +4%
SCA
4106
Scott Capital Advisors
Oregon
$580K – – –
LGWM
4107
Litman Gregory Wealth Management
California
$580K -$467K -3,332 -47%
WA
4108
Waddell & Associates
Tennessee
$579K -$776K -5,535 -59%
MSRI
4109
Michael S. Ryan Inc
New York
$577K – – –
SJL
4110
Shayne & Jacobs LLC
Tennessee
$577K – – –
RW
4111
RVW Wealth
California
$577K -$193K -1,380 -27%
HWMG
4112
Hurlow Wealth Management Group
Indiana
$577K +$22.7K +162 +4%
WCM
4113
Wealthcare Capital Management
Virginia
$577K +$23.1K +165 +5%
PFA
4114
Petra Financial Advisors
Colorado
$576K -$354K -2,523 -40%
KCM
4115
KRS Capital Management
Michigan
$575K +$11.9K +85 +2%
SR
4116
Syntax Research
Florida
$574K – – –
MWM
4117
Meritas Wealth Management
California
$574K +$50.5K +360 +11%
ETIA
4118
Epic Trust Investment Advisors
Washington
$571K +$71.4K +509 +16%
MWS
4119
Maxwell Wealth Strategies
California
$570K +$526K +3,752 New
IA
4120
Investor AB
Sweden
$570K – – –
CKAIS
4121
Christensen King & Associates Investment Services
Washington
$570K +$526K +3,750 New
HFA
4122
High Falls Advisors
New York
$569K -$138K -987 -21%
CSWM
4123
Cassady Schiller Wealth Management
Ohio
$569K – – –
HCA
4124
Hyperion Capital Advisors
New York
$568K – – –
PRI
4125
Prepared Retirement Institute
Pennsylvania
$568K +$524K +3,739 New
163 164
165
166 167