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Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
4101
Global Wealth Strategies & Associates
Colorado
$175K -$6.57K -36 -4%
C
4102
Covestor
United Kingdom
$174K -$82.8K -454 -35%
HFS
4103
Horizon Financial Services
North Carolina
$174K +$12.4K +68 +9%
EP
4104
Essential Partners
California
$173K +$12.2K +67 +9%
PG
4105
Proffitt & Goodson
Tennessee
$169K – – –
HWP
4106
Highline Wealth Partners
California
$168K +$24.1K +132 +19%
WA
4107
Westfuller Advisors
New York
$159K +$40.5K +222 +41%
DWM
4108
Dogwood Wealth Management
Kansas
$155K -$570K -3,127 -81%
IWS
4109
Intentional Wealth Strategies
Colorado
$153K +$135K +740 New
GCP
4110
Gill Capital Partners
Colorado
$152K +$134K +736 New
LFA
4111
Longview Financial Advisors
Alabama
$151K +$133K +730 New
MSWM
4112
Mowery & Schoenfeld Wealth Management
Illinois
$151K -$23.2K -127 -15%
EA
4113
Evergreen Advisors
Tennessee
$149K +$131K +720 New
HC
4114
Hurley Capital
New York
$148K +$5.83K +32 +5%
ACM
4115
Anfield Capital Management
California
$147K +$95.6K +524 +280%
DCM
4116
Dorato Capital Management
Colorado
$145K – – –
AWA
4117
Acumen Wealth Advisors
Tennessee
$145K -$43.8K -240 -25%
UIA
4118
Ulland Investment Advisors
Minnesota
$145K -$3.28K -18 -3%
AF
4119
Abound Financial
California
$145K – – –
FDCP
4120
Foster Dykema Cabot & Partners
Massachusetts
$142K – – –
HHGA
4121
Halbert Hargrove Global Advisors
California
$142K +$41.9K +230 +50%
AAG
4122
Accordant Advisory Group
Maryland
$139K +$54.7K +300 +81%
TGY2IT
4123
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$138K +$122K +668 New
FC
4124
Fairscale Capital
New Hampshire
$138K – – –
MAS
4125
MPWM Advisory Solutions
Georgia
$138K -$113K -618 -48%
163 164
165
166 167