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Name Holding Trade Value Shares
Change 		Change in
Stake
RWMH
2626
Riverpoint Wealth Management Holdings
Illinois
$311K +$2.27K +42 +0.7%
WFAG
2627
Worth Financial Advisory Group
North Carolina
$310K -$25.3K -469 -8%
FGA
2628
Fortis Group Advisors
New Jersey
$310K +$79.4K +1,471 +33%
MAWA
2629
Moss Adams Wealth Advisors
Washington
$310K +$19.4K +359 +7%
COCM
2630
Charter Oak Capital Management
New Hampshire
$309K +$432 +8 +0.1%
MS
2631
Madden Securities
Texas
$309K – – –
BCM
2632
Blume Capital Management
California
$309K -$7.39K -137 -2%
AWM
2633
Abound Wealth Management
Tennessee
$309K -$21.3K -395 -6%
HWMG
2634
Hurlow Wealth Management Group
Indiana
$308K – – –
PO
2635
Private Ocean
California
$308K – – –
SPWM
2636
Schrum Private Wealth Management
Florida
$307K +$593 +11 +0.2%
BWA
2637
Burt Wealth Advisors
Maryland
$307K -$17K -315 -5%
PS
2638
Planned Solutions
California
$307K -$13.9K -257 -4%
BCB
2639
Brian C. Broderick
$306K -$10.8K -200 -3%
MAM
2640
MMA Asset Management
Pennsylvania
$306K +$378 +7 +0.1%
SWA
2641
Sax Wealth Advisors
New Jersey
$306K +$10.6K +196 +4%
SIC
2642
Sigma Investment Counselors
Michigan
$304K +$25.5K +473 +9%
PFWA
2643
Paces Ferry Wealth Advisors
Georgia
$302K -$3.83K -71 -1%
KWMG
2644
King Wealth Management Group
Florida
$302K -$1.89K -35 -0.6%
CS
2645
Cannell & Spears
New York
$302K -$4.86K -90 -2%
SPI
2646
Sutton Place Investors
New York
$301K +$302K +5,594 New
PMFA
2647
Plante Moran Financial Advisors
Michigan
$300K -$75.6K -1,402 -20%
BAM
2648
Blueshift Asset Management
New Jersey
$300K +$301K +5,584 New
CAC
2649
Certified Advisory Corp
Florida
$299K +$1.04M +19,261 +391%
AC
2650
ASB Consultores
Florida
$298K -$133K -2,457 -31%
104 105
106
107 108