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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3426
IAG Wealth Partners
Wisconsin
$217K +$15.4K +109 +8%
CWM
3427
Centurion Wealth Management
Virginia
$217K +$4.23K +30 +2%
HCP
3428
Holt Capital Partners
Texas
$217K -$873K -6,190 -80%
DWS
3429
Dynamic Wealth Strategies
California
$216K -$7.61K -54 -3%
PFM
3430
Phillips Financial Management
Indiana
$216K +$30.3K +215 +17%
DI
3431
DDFG Inc
California
$216K -$4.65K -33 -2%
PR
3432
Payden & Rygel
California
$215K – – –
SGC
3433
Slocum, Gordon & Co
Rhode Island
$215K -$6.63K -47 -3%
R
3434
Rebalance
California
$215K -$141 -1 -0.1%
ACA
3435
Atlas Capital Advisors
Wyoming
$215K – – –
DIS
3436
Diversified Investment Strategies
Louisiana
$214K +$2.12K +15 +1%
PWS
3437
Peterson Wealth Services
Utah
$214K -$17.3K -123 -8%
FWM
3438
ForthRight Wealth Management
Georgia
$214K – – –
BMM
3439
Berkshire Money Management
Massachusetts
$213K – – –
TCMP
3440
Thrive Capital Management (Pennsylvania)
Pennsylvania
$213K -$19K -135 -8%
SGWM
3441
Sterling Group Wealth Management
California
$213K -$250K -1,771 -54%
LRIA
3442
Leonard Rickey Investment Advisors
Washington
$213K -$2.12K -15 -1%
QP
3443
Quartz Partners
New York
$212K +$209K +1,482 New
TFA
3444
Trinity Financial Advisors
Ohio
$212K +$141 +1 +0.1%
IFA
3445
Interactive Financial Advisors
Illinois
$212K +$282 +2 +0.1%
LGW
3446
Leslie Global Wealth
Illinois
$211K -$55.4K -393 -21%
Q1WB
3447
Quest 10 Wealth Builders
Virginia
$211K -$15.1K -107 -7%
AWP
3448
Axis Wealth Partners
Rhode Island
$211K -$24K -170 -10%
SFG
3449
SNS Financial Group
Minnesota
$211K -$13.4K -95 -6%
AF
3450
Affiance Financial
Minnesota
$211K +$8.32K +59 +4%
136 137
138
139 140