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Name Holding Trade Value Shares
Change 		Change in
Stake
F
1401
Filament
Washington
$333K +$4.58K +22 +1%
TPWA
1402
TRUE Private Wealth Advisors
Oregon
$332K -$5.62K -27 -2%
CWM
1403
Centric Wealth Management
Illinois
$331K -$3.96K -19 -1%
PT
1404
Plimoth Trust
Massachusetts
$330K – – –
PW
1405
Peninsula Wealth
California
$329K – – –
CCA
1406
Clearwater Capital Advisors
Illinois
$328K -$17.9K -86 -5%
JFA
1407
JNBA Financial Advisors
Minnesota
$328K -$15.6K -75 -5%
CG
1408
CFO4Life Group
Texas
$327K -$5.62K -27 -2%
FG
1409
Fiduciary Group
Georgia
$327K +$46.2K +222 +17%
ACA
1410
Anchor Capital Advisors
Massachusetts
$324K – – –
BWP
1411
BSW Wealth Partners
Colorado
$324K +$34.6K +166 +12%
ISWM
1412
Independent Solutions Wealth Management
New York
$322K +$65.6K +315 +27%
CCFM
1413
Clear Creek Financial Management
Washington
$322K -$43.1K -207 -12%
VNA
1414
Valley National Advisers
Pennsylvania
$322K +$27.5K +132 +10%
BRC
1415
Bell Rock Capital
Delaware
$321K – – –
GSIS
1416
Global Strategic Investment Solutions
Arizona
$320K +$20.8K +100 +7%
EAM
1417
Evanson Asset Management
California
$317K +$61.6K +296 +25%
CAG
1418
Csenge Advisory Group
Florida
$317K +$306K +1,469 New
MA
1419
MUFG Americas
New York
$316K -$215K -1,034 -41%
FA
1420
Faithward Advisors
Pennsylvania
$312K -$243K -1,169 -45%
AA
1421
Aufman Associates
Pennsylvania
$311K – – –
DY
1422
Dowling & Yahnke
California
$310K -$21.9K -105 -7%
EWG
1423
Executive Wealth Group
Washington
$308K – – –
PWAG
1424
Polaris Wealth Advisory Group
California
$307K -$2.99M -14,373 -91%
PCG
1425
Private Capital Group
Connecticut
$307K +$22.1K +106 +8%
55 56
57
58 59