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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1601
Center for Financial Planning
Michigan
$148K – – –
JFGIW
1602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K -$82.7K -539 -33%
SIC
1603
Salem Investment Counselors
North Carolina
$142K +$5.06K +33 +3%
AA
1604
Addison Advisors
Vermont
$140K +$56.1K +366 +47%
PWC
1605
PYA Waltman Capital
Tennessee
$139K – – –
GEA
1606
Glen Eagle Advisors
New Jersey
$130K -$19.3K -126 -10%
HGERS
1607
Householder Group Estate & Retirement Specialist
Arizona
$128K +$163K +1,062 New
MFC
1608
Mechanics Financial Corp
Ohio
$127K – – –
EBA
1609
Eagle Bay Advisors
New York
$127K +$3.07K +20 +2%
FCA
1610
FinTrust Capital Advisors
South Carolina
$126K -$23K -150 -14%
TSW
1611
Thompson Siegel & Walmsley
Virginia
$126K – – –
HWA
1612
HHM Wealth Advisors
Tennessee
$122K -$20.9K -136 -12%
APW
1613
Acima Private Wealth
Virginia
$121K – – –
MW
1614
Milestone Wealth
New York
$121K – – –
BCFD
1615
Boit C.F. David
$121K +$153K +1,000 New
SWM
1616
Sugarloaf Wealth Management
Georgia
$119K – – –
KLWA
1617
Kelly Lawrence W & Associates
California
$116K – – –
JWM
1618
Janiczek Wealth Management
Colorado
$115K – – –
M
1619
MOTCO
Texas
$115K +$69.5K +453 +91%
CWA
1620
Clearview Wealth Advisors
Oregon
$113K -$7.21K -47 -5%
TSWM
1621
Tyler-Stone Wealth Management
Ohio
$112K +$7.67K +50 +6%
PP
1622
PFS Partners
New Jersey
$111K -$3.83K -25 -3%
M1FG
1623
Mach-1 Financial Group
Arkansas
$110K -$7.67K -50 -5%
PWMG
1624
Prestige Wealth Management Group
New Jersey
$109K +$460 +3 +0.3%
SOS
1625
Silver Oak Securities
Tennessee
$107K -$211K -1,376 -71%
63 64
65
66 67