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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1526
Pathway Financial Advisors
Vermont
$403K – – –
EBWM
1527
Eagle Bluffs Wealth Management
Missouri
$403K +$459K +2,100 New
CA
1528
Claris Advisors
Missouri
$401K +$14.4K +66 +3%
NRI
1529
NFP Retirement Inc
California
$400K +$2.19K +10 +0.5%
LA
1530
Lifeworks Advisors
Michigan
$400K -$16.8K -77 -4%
WDC
1531
Woodward Diversified Capital
California
$399K -$1.75K -8 -0.4%
TW
1532
Transform Wealth
Colorado
$399K +$5.47K +25 +1%
CIM
1533
Contravisory Investment Management
Massachusetts
$399K +$400K +1,830 +732%
TC
1534
Telemus Capital
Michigan
$395K -$96.9K -443 -18%
KWS
1535
Keystone Wealth Services
California
$395K +$32.8K +150 +8%
PPW
1536
Pasadena Private Wealth
California
$394K +$450K +2,058 New
AP
1537
Adero Partners
California
$393K +$2.41K +11 +0.5%
CS
1538
Capital Square
Tennessee
$393K -$21.9K -100 -5%
TA
1539
Trellis Advisors
Washington
$392K -$1.09K -5 -0.2%
BHPW
1540
Beverly Hills Private Wealth
California
$390K -$193K -880 -30%
EWA
1541
Exencial Wealth Advisors
Oklahoma
$389K -$326K -1,492 -42%
PFP
1542
Paragon Financial Partners
California
$389K – – –
BFM
1543
Boothbay Fund Management
New York
$389K -$2.21M -10,108 -83%
SAM
1544
S.A. Mason
Michigan
$388K +$109K +500 +33%
BF
1545
Blankinship & Foster
California
$386K – – –
CWS
1546
Confluence Wealth Services
Pennsylvania
$386K +$25.2K +115 +6%
NCMW
1547
Northern Capital Management (Washington)
Washington
$386K – – –
CAM
1548
Columbia Asset Management
Michigan
$386K -$4.38K -20 -1%
PHAM
1549
Palisades Hudson Asset Management
Florida
$386K – – –
FAN
1550
Financial Advisors Network
California
$386K +$440K +2,012 New
60 61
62
63 64