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Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
5126
Financial Enhancement Group
Indiana
$345K -$123K -567 -22%
LFA
5127
LGT Financial Advisors
Texas
$343K -$256K -1,180 -40%
CWA
5128
Continuum Wealth Advisors
New York
$343K -$107K -491 -21%
CWM
5129
Consultiva Wealth Management
Puerto Rico
$343K +$32.5K +150 +9%
BIA
5130
Barry Investment Advisors
Massachusetts
$343K -$3.91K -18 -1%
BWM
5131
Brickley Wealth Management
California
$342K +$49.7K +229 +15%
SC
5132
Swan Capital
Florida
$342K -$1.52K -7 -0.4%
WHCFA
5133
William Howard & Co Financial Advisors
Tennessee
$342K -$1.08K -5 -0.3%
VWA
5134
VSM Wealth Advisory
Maryland
$341K +$9.77K +45 +3%
AWMNY
5135
Arcadia Wealth Management (New York)
New York
$341K -$11.5K -53 -3%
MPIA
5136
Mountain Pacific Investment Advisers
Idaho
$341K -$6.51K -30 -2%
VFP
5137
Verus Financial Partners
Virginia
$340K +$90.9K +419 +28%
SCM
5138
Spring Capital Management
Texas
$339K – – –
VWA
5139
VERITY Wealth Advisors
United States
$339K – – –
TA
5140
Teramo Advisors
Florida
$339K +$386K +1,780 New
EI
5141
eCIO Inc
Wisconsin
$338K +$385K +1,776 New
BWA
5142
Babb Wealth Advisors
Arizona
$337K +$94.8K +437 +33%
FPTW
5143
Franklin, Parlapiano, Turner & Welch
Texas
$335K – – –
AOG
5144
Alpha Omega Group
Virginia
$335K +$382K +1,762 New
HWM
5145
Heirloom Wealth Management
Colorado
$334K -$9.77K -45 -2%
RIG
5146
Renaissance Investment Group
Massachusetts
$333K -$23.9K -110 -6%
PP
5147
PFS Partners
New Jersey
$332K -$9.98K -46 -3%
RWRC
5148
R.W. Roge & Company
New York
$332K – – –
FFG
5149
Foundry Financial Group
New Hampshire
$332K +$51.4K +237 +16%
TT
5150
TI-Trust
Illinois
$331K -$15.8K -73 -4%
204 205
206
207 208