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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
2551
D'Orazio & Associates
Virginia
$1.02M +$4.92K +27 +0.6%
FSAG
2552
Financial Solutions Advisory Group
Illinois
$1.01M +$894K +4,902 New
FFL
2553
Future Fund LLC
Illinois
$1.01M -$175K -962 -16%
TSW
2554
Three Seasons Wealth
Utah
$1.01M +$27.9K +153 +3%
EFG
2555
Ethos Financial Group
Pennsylvania
$1.01M +$349K +1,915 +65%
CPA
2556
Capital Performance Advisors
California
$1.01M +$123K +676 +16%
CLOS
2557
Compagnie Lombard Odier SCmA
Switzerland
$1.01M -$193K -1,057 -18%
WBWA
2558
William B. Walkup & Associates
South Carolina
$1M -$65.8K -361 -6%
AA
2559
Auxano Advisors
Washington
$1M +$2.01K +11 +0.2%
JDLA
2560
J. Derek Lewis & Associates
California
$1M +$52.7K +289 +6%
WIM
2561
Walsky Investment Management
Pennsylvania
$1M -$18.2K -100 -2%
TP
2562
Trailhead Planners
Minnesota
$1M -$27.7K -152 -3%
MWM
2563
Melfa Wealth Management
Massachusetts
$1,000K -$6.02K -33 -0.7%
HIA
2564
HTG Investment Advisors
Connecticut
$1,000K – – –
PLFS
2565
Provident Living Financial Services
Utah
$999K -$6.02K -33 -0.7%
DWP
2566
Destiny Wealth Partners
Florida
$999K +$154K +843 +21%
T
2567
TrustBank
Illinois
$999K +$375K +2,054 +74%
RFN
2568
RDA Financial Network
Iowa
$999K -$1.71M -9,389 -66%
VNIM
2569
Vaughan Nelson Investment Management
Texas
$996K – – –
SIAG
2570
Safeguard Investment Advisory Group
California
$996K -$29.4K -161 -3%
SA
2571
Sacks & Associates
New Jersey
$995K -$16.4K -90 -2%
DWG
2572
Darden Wealth Group
Michigan
$995K +$3.65K +20 +0.4%
AWM
2573
Atticus Wealth Management
Florida
$995K +$8.94K +49 +1%
PWM
2574
Purus Wealth Management
California
$992K -$26.8K -147 -3%
EB
2575
Emprise Bank
Kansas
$992K -$19.3K -106 -2%
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