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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1701
Delos Wealth Advisors
Texas
$27K +$25.6K +351 +1,300%
GWMIA
1702
Global Wealth Management Investment Advisory
Florida
$26K – – –
IAS
1703
IMA Advisory Services
Colorado
$25K -$5.17K -71 -17%
HNWAG
1704
High Net Worth Advisory Group
Florida
$25K +$25.6K +352 New
HFA
1705
HC Financial Advisors
California
$23K – – –
SAM
1706
Strategic Asset Management
Minnesota
$23K +$73 +1 +0.3%
SMG
1707
Spectrum Management Group
Indiana
$22K – – –
SFPG
1708
Stonebridge Financial Planning Group
Florida
$22K – – –
AP
1709
Arlington Partners
Alabama
$22K +$22.1K +304 New
AIA
1710
Arcadia Investment Advisors
Idaho
$21.7K – – –
FPWM
1711
FSB Premier Wealth Management
Iowa
$20K +$20.4K +280 New
AA
1712
AlphaMark Advisors
Kentucky
$19K – – –
NL
1713
NVWM LLC
Pennsylvania
$19K +$73 +1 +0.4%
PP
1714
PrairieView Partners
Minnesota
$19K +$9.62K +132 +100%
AWM
1715
AllSquare Wealth Management
New York
$18K -$6.92K -95 -28%
VNA
1716
Valley National Advisers
Pennsylvania
$17K -$24.4K -335 -59%
SC
1717
Stephens Consulting
Michigan
$16.9K +$17.1K +234 New
LAS
1718
Lloyd Advisory Services
Georgia
$16K – – –
CBT
1719
Central Bank & Trust
Kentucky
$15K – – –
KA
1720
Kozak & Associates
Colorado
$15K +$7.65K +105 +228%
LFA
1721
Level Financial Advisors
New York
$15K +$14.7K +202 New
KC
1722
Kenfarb & Co
Kentucky
$15K +$15.2K +208 New
TC
1723
TAP Consulting
Missouri
$15K +$15.6K +214 New
CM
1724
Cornerstone Management
Georgia
$14.4K +$14.6K +200 New
PCTC
1725
Perkins Coie Trust Company
Washington
$14K -$14.6K -200 -51%
67 68
69
70 71