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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1701
Edgestream Partners
New Jersey
$2.78M -$2.48M -13,595 -50%
TWM
1702
TCFG Wealth Management
California
$2.78M -$348K -1,910 -12%
TIA
1703
TCFG Investment Advisors
California
$2.78M +$2.45M +13,443 New
EWM
1704
Evergreen Wealth Management
Michigan
$2.78M +$33.7K +185 +1%
CWM
1705
CMH Wealth Management
New Hampshire
$2.78M +$2.45M +13,419 New
IAS
1706
IMA Advisory Services
Colorado
$2.77M -$92.1K -505 -4%
KJWM
1707
Kiley Juergens Wealth Management
Washington
$2.77M -$9.48K -52 -0.4%
PEWA
1708
Pacific Excel Wealth Advisors
California
$2.77M +$1.18M +6,456 +93%
CFMC
1709
Curbstone Financial Management Corp
New Hampshire
$2.77M -$17.9K -98 -0.7%
IP
1710
Ignite Planners
California
$2.77M +$35.9K +197 +1%
EA
1711
Everpar Advisors
Oklahoma
$2.76M +$212K +1,162 +10%
EWA
1712
Exit Wealth Advisors
Georgia
$2.76M +$2.44M +13,354 New
RRA
1713
Round Rock Advisors
Connecticut
$2.76M -$190K -1,042 -7%
LA
1714
LVW Advisors
New York
$2.76M +$29.9K +164 +1%
SB
1715
Strategic Blueprint
Georgia
$2.76M -$189K -1,035 -7%
NAMP
1716
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.76M – – –
AC
1717
Avestar Capital
New York
$2.76M +$161K +882 +7%
TC
1718
Truvestments Capital
Florida
$2.75M +$1.43M +7,843 +143%
SWM
1719
Silverlake Wealth Management
Vermont
$2.75M -$66.7K -366 -3%
IIC
1720
Ironwood Investment Counsel
Arizona
$2.75M -$195K -1,071 -7%
BW
1721
BIP Wealth
Georgia
$2.75M -$932K -5,113 -28%
AFS
1722
Aft Forsyth & Sober
Florida
$2.75M – – –
ISFAN
1723
Investor's Fiduciary Advisor Network
Washington
$2.75M -$450K -2,469 -16%
KA
1724
KLCM Advisors
Wisconsin
$2.75M -$2.56M -14,049 -51%
EFG
1725
Everhart Financial Group
Ohio
$2.74M +$312K +1,710 +15%
67 68
69
70 71