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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1401
CNB Bank
Pennsylvania
$335K +$17.7K +85 +6%
F
1402
Filament
Washington
$333K +$4.58K +22 +1%
TPWA
1403
TRUE Private Wealth Advisors
Oregon
$332K -$5.62K -27 -2%
CWM
1404
Centric Wealth Management
Illinois
$331K -$3.96K -19 -1%
PT
1405
Plimoth Trust
Massachusetts
$330K – – –
PW
1406
Peninsula Wealth
California
$329K – – –
CCA
1407
Clearwater Capital Advisors
Illinois
$328K -$17.9K -86 -5%
JFA
1408
JNBA Financial Advisors
Minnesota
$328K -$15.6K -75 -5%
CG
1409
CFO4Life Group
Texas
$327K -$5.62K -27 -2%
FG
1410
Fiduciary Group
Georgia
$327K +$46.2K +222 +17%
ACA
1411
Anchor Capital Advisors
Massachusetts
$324K – – –
BWP
1412
BSW Wealth Partners
Colorado
$324K +$34.6K +166 +12%
ISWM
1413
Independent Solutions Wealth Management
New York
$322K +$65.6K +315 +27%
CCFM
1414
Clear Creek Financial Management
Washington
$322K -$43.1K -207 -12%
VNA
1415
Valley National Advisers
Pennsylvania
$322K +$27.5K +132 +10%
BRC
1416
Bell Rock Capital
Delaware
$321K – – –
GSIS
1417
Global Strategic Investment Solutions
Arizona
$320K +$20.8K +100 +7%
EAM
1418
Evanson Asset Management
California
$317K +$61.6K +296 +25%
CAG
1419
Csenge Advisory Group
Florida
$317K +$306K +1,469 New
MA
1420
MUFG Americas
New York
$316K -$215K -1,034 -41%
FA
1421
Faithward Advisors
Pennsylvania
$312K -$243K -1,169 -45%
AA
1422
Aufman Associates
Pennsylvania
$311K – – –
DY
1423
Dowling & Yahnke
California
$310K -$21.9K -105 -7%
EWG
1424
Executive Wealth Group
Washington
$308K – – –
PWAG
1425
Polaris Wealth Advisory Group
California
$307K -$2.99M -14,373 -91%
55 56
57
58 59