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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1726
Harvest Fund Management
China
$404K +$339K +3,064 New
PWP
1727
Perfromance Wealth Partners
Illinois
$403K +$2.21K +20 +0.7%
SWA
1728
Stratos Wealth Advisors
Ohio
$403K -$16.1K -145 -5%
FSWA
1729
Financial Synergies Wealth Advisors
Texas
$403K -$122K -1,098 -26%
TNA
1730
True North Advisors
Texas
$403K -$84K -759 -20%
TVPW
1731
Third View Private Wealth
Connecticut
$401K +$59.8K +540 +22%
TWP
1732
Tempus Wealth Planning
California
$401K -$2.55K -23 -0.8%
I
1733
InvesTrust
Oklahoma
$400K -$2.77K -25 -0.8%
IWP
1734
Insight Wealth Partners
Texas
$399K – – –
SWM
1735
Sterling Wealth Management
Illinois
$397K -$4.32K -39 -1%
UAG
1736
United Advisor Group
Ohio
$397K +$22.3K +201 +7%
KWM
1737
Keebeck Wealth Management
Illinois
$397K +$333K +3,006 New
CSPIA
1738
Cary Street Partners Investment Advisory
Virginia
$396K +$4.87K +44 +1%
CNB
1739
Camden National Bank
Maine
$396K +$14.9K +135 +5%
RYIA
1740
Roehl & Yi Investment Advisors
Oregon
$395K +$29.9K +270 +10%
MCCA
1741
Mill Creek Capital Advisors
Pennsylvania
$395K -$775 -7 -0.2%
PCM
1742
Permanent Capital Management
Illinois
$395K +$7.31K +66 +2%
WAL
1743
W Advisors LLC
Tennessee
$393K +$15.5K +140 +5%
TC
1744
Trust Company
Kansas
$393K -$24.7K -223 -7%
BW
1745
BXM Wealth
Colorado
$392K -$4.1M -37,044 -93%
IWAO
1746
Independence Wealth Advisors (Ohio)
Ohio
$392K +$329K +2,969 New
HFAS
1747
Hummer Financial Advisory Services
Illinois
$390K – – –
KFGK
1748
Keystone Financial Group (Kentucky)
Kentucky
$389K +$2.66K +24 +0.8%
CS
1749
Capital Square
Tennessee
$388K +$114K +1,028 +48%
GWM
1750
GSB Wealth Management
Connecticut
$388K +$83K +750 +34%
68 69
70
71 72