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Name Holding Trade Value Shares
Change 		Change in
Stake
A
2701
Argentarii
Ohio
$258K +$217K +2,084 New
CWMS
2702
Cannon Wealth Management Services
North Carolina
$258K – – –
CPL
2703
CAP Partners LLC
Tennessee
$258K +$1.56K +15 +0.7%
EWM
2704
Evermay Wealth Management
Virginia
$258K +$10.4K +100 +5%
RIM
2705
Redwood Investment Management
Arizona
$257K -$191K -1,842 -47%
TFIPS
2706
Towarzystwo Funduszy Inwestycyjnych PZU SA
$257K +$29.1K +280 +16%
VWA
2707
VSM Wealth Advisory
Maryland
$256K – – –
VFG
2708
Victory Financial Group
Texas
$256K +$208 +2 +0.1%
FA
2709
Financial Advisors
Massachusetts
$255K +$727 +7 +0.3%
MA
2710
Maxele Advisors
Missouri
$255K +$214K +2,055 New
WIA
2711
Westbourne Investment Advisors
Maryland
$254K -$7.79K -75 -4%
FAN
2712
Financial Advisors Network
California
$254K +$213K +2,048 New
SPAS
2713
Spectrum Planning & Advisory Services
California
$254K +$213K +2,046 New
BWM
2714
BCS Wealth Management
Tennessee
$253K +$212K +2,043 New
AAM
2715
AMI Asset Management
California
$253K -$54.4K -524 -20%
SWP
2716
Summit Wealth Partners
Florida
$252K -$2.7K -26 -1%
PR
2717
Payden & Rygel
California
$252K -$748K -7,200 -78%
IFS
2718
Ifrah Financial Services
Arkansas
$252K +$211K +2,030 New
MCP
2719
Mirador Capital Partners
California
$251K +$211K +2,026 New
FNWA
2720
Financial Network Wealth Advisors
Utah
$250K -$23.2K -223 -10%
GCP
2721
Gill Capital Partners
Colorado
$249K -$34.1K -328 -14%
TPWA
2722
Twin Peaks Wealth Advisors
California
$249K +$227K +2,188 New
CWG
2723
Crown Wealth Group
North Carolina
$249K +$208K +2,006 New
HCRE
2724
Hoya Capital Real Estate
Connecticut
$249K +$208K +2,004 New
LWL
2725
Leo Wealth LLC
Texas
$248K +$208K +2,004 New
107 108
109
110 111