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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1201
VSM Wealth Advisory
Maryland
$22.9K – – –
NC
1202
NewSquare Capital
Pennsylvania
$22.9K +$20.7K +6 New
AFG
1203
Albion Financial Group
Utah
$19.1K – – –
API
1204
Asset Planning Inc
California
$19.1K – – –
BONH
1205
Bank of New Hampshire
New Hampshire
$19.1K – – –
BWL
1206
Bogart Wealth LLC
Virginia
$19.1K – – –
LAM
1207
Lummis Asset Management
Texas
$19.1K – – –
PSFG
1208
Park Square Financial Group
Georgia
$19.1K – – –
CAL
1209
Capital Advisors Ltd
Ohio
$19K – – –
WF
1210
Wayfinding Financial
Washington
$19K +$17.3K +5 New
DF
1211
Dunhill Financial
United Kingdom
$16.7K -$3.45K -1 -20%
ADL
1212
Asset Dedication LLC
California
$15.3K – – –
BIA
1213
Bell Investment Advisors
California
$15.3K – – –
TFM
1214
TFC Financial Management
Massachusetts
$15.3K – – –
AWM
1215
Activest Wealth Management
Florida
$15.3K +$13.8K +4 New
UCB
1216
United Community Bank
South Carolina
$15.3K +$13.8K +4 New
SFA
1217
Semmax Financial Advisors
North Carolina
$14.7K – – –
VNA
1218
Valley National Advisers
Pennsylvania
$12K – – –
HFS
1219
Hughes Financial Services
Virginia
$11.4K +$10.4K +3 New
EWP
1220
Elevation Wealth Partners
California
$11.4K -$3.45K -1 -25%
DIP
1221
DT Investment Partners
Pennsylvania
$11.4K – – –
FFA
1222
Frazier Financial Advisors
Ohio
$11.4K – – –
RWM
1223
Raffa Wealth Management
District of Columbia
$11.4K -$3.45K -1 -25%
GWSG
1224
GPS Wealth Strategies Group
Colorado
$11.4K – – –
RTL
1225
Red Tortoise LLC
Georgia
$11.4K – – –
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