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Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
2551
Barnes Pettey Financial Advisors
Mississippi
$565K – – –
GWS
2552
Glassman Wealth Services
Virginia
$564K -$18.3K -121 -3%
RFP
2553
Root Financial Partners
California
$563K +$14.7K +97 +3%
QPW
2554
Quantum Private Wealth
Florida
$562K +$37.8K +250 +7%
VCS
2555
Vaughan & Co Securities
New Jersey
$561K -$35.7K -236 -6%
ACA
2556
Affinity Capital Advisors
California
$561K +$12.1K +80 +2%
VW
2557
Vance Wealth
California
$560K -$170K -1,127 -23%
AFIA
2558
America First Investment Advisors
Nebraska
$559K – – –
CL
2559
COWA LLC
Oklahoma
$559K +$35.7K +236 +7%
WAS
2560
Winch Advisory Services
Wisconsin
$558K +$74.3K +491 +15%
RHJA
2561
Rice Hall James & Associates
California
$557K – – –
SCM
2562
SOL Capital Management
Maryland
$557K +$15.1K +100 +3%
HP
2563
Hyperion Partners
Pennsylvania
$557K +$2.57K +17 +0.5%
CFO
2564
Callan Family Office
Pennsylvania
$557K -$100K -661 -15%
SFA
2565
Semmax Financial Advisors
North Carolina
$555K +$60.5K +400 +12%
MWA
2566
Monograph Wealth Advisors
California
$555K -$864K -5,710 -61%
KA
2567
Klingman & Associates
New York
$554K +$1.81K +12 +0.3%
PWM
2568
Power Wealth Management
Georgia
$554K +$562K +3,713 New
CFD
2569
Creative Financial Designs
Indiana
$554K +$88.9K +588 +19%
KC
2570
Kades & Cheifetz
Pennsylvania
$553K -$27.7K -183 -5%
SCP
2571
Sivia Capital Partners
California
$553K +$561K +3,706 New
SAG
2572
Spotlight Asset Group
Illinois
$551K – – –
DWM
2573
Dechtman Wealth Management
Colorado
$548K +$5.75K +38 +1%
VCM
2574
Vision Capital Management
Oregon
$547K +$554K +3,666 New
SIC
2575
Sterling Investment Counsel
New York
$547K -$29.2K -193 -5%
101 102
103
104 105