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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1701
GenWealth Group
New Jersey
$215K +$198K +2,152 New
GM
1702
GeoWealth Management
Illinois
$214K +$368 +4 +0.2%
WFA
1703
WMG Financial Advisors
Tennessee
$214K +$195K +2,118 New
HIP
1704
HUB Investment Partners
Texas
$212K -$64K -696 -25%
HFP
1705
Holistic Financial Partners
Indiana
$212K +$195K +2,115 New
SWMP
1706
Signature Wealth Management Partners
New Jersey
$212K +$195K +2,117 New
IPW
1707
Inlet Private Wealth
Florida
$211K +$194K +2,106 New
FSA
1708
Fort Sheridan Advisors
Illinois
$211K +$194K +2,107 New
WA
1709
Waverly Advisors
Alabama
$208K -$28.1K -306 -13%
LDFR
1710
Lehman & Derafelo Financial Resources
Pennsylvania
$208K +$191K +2,077 New
PFM
1711
Parsec Financial Management
North Carolina
$208K +$191K +2,082 New
RHBC
1712
R.H. Bluestein & Co
Michigan
$207K +$190K +2,070 New
CA
1713
Cornerstone Advisory
Maryland
$206K -$181K -1,971 -49%
LC
1714
LCNB Corp
Ohio
$206K +$189K +2,057 New
LWM
1715
Liberty Wealth Management
California
$206K +$190K +2,061 New
VWM
1716
Valley Wealth Managers
New Jersey
$205K +$188K +2,045 New
CIM
1717
Cambria Investment Management
California
$205K +$188K +2,046 New
RA
1718
Riverstone Advisors
Texas
$205K +$188K +2,049 New
HC
1719
Hourglass Capital
Texas
$205K +$189K +2,050 New
SWG
1720
Summit Wealth Group
Vermont
$204K +$188K +2,039 New
DIS
1721
Diversified Investment Strategies
Louisiana
$204K +$188K +2,041 New
BFP
1722
Briaud Financial Planning
Texas
$204K +$188K +2,049 New
NF
1723
Norwood Financial
Pennsylvania
$203K +$108K +1,170 +136%
BWM
1724
Baystate Wealth Management
Massachusetts
$202K +$1.38K +15 +0.8%
FCFC
1725
First Citizens Financial Corp
Iowa
$202K +$186K +2,019 New
67 68
69
70 71