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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2801
Fiducient Advisors
Illinois
$292K – – –
OWM
2802
Opes Wealth Management
California
$292K – – –
MWPCG
2803
Measured Wealth Private Client Group
New Hampshire
$292K +$54.7K +307 +22%
RCG
2804
Rock Creek Group
District of Columbia
$291K -$174K -978 -36%
FMC
2805
Financial Management Concepts
Florida
$291K – – –
ZAM
2806
Zevin Asset Management
Massachusetts
$290K -$31.2K -175 -9%
JWS
2807
Juncture Wealth Strategies
Arizona
$289K +$305K +1,710 New
CWM
2808
Campbell Wealth Management
Virginia
$288K +$3.03K +17 +1%
FVWA
2809
Foster Victor Wealth Advisors
South Carolina
$288K +$9.27K +52 +3%
VC
2810
Vestor Capital
Illinois
$288K +$123K +690 +68%
CWM
2811
Curi Wealth Management
North Carolina
$285K -$5.17K -29 -2%
JBA
2812
Johnson Bixby & Associates
Washington
$285K – – –
AG
2813
Appleton Group
Wisconsin
$283K – – –
HFG
2814
Heron Financial Group
New York
$283K – – –
RWA
2815
Redhawk Wealth Advisors
Minnesota
$283K +$4.99K +28 +2%
CFO
2816
Collective Family Office
Pennsylvania
$283K +$6.59K +37 +2%
AWM
2817
Avondale Wealth Management
Texas
$282K -$198K -1,109 -40%
NFG
2818
Norris Financial Group
South Carolina
$281K – – –
DJYG
2819
David J. Yvars Group
Florida
$280K -$9.8K -55 -3%
AWM
2820
AllSquare Wealth Management
New York
$278K -$2.32K -13 -0.8%
HIS
2821
Harvest Investment Services
Illinois
$276K -$18.2K -102 -6%
MWM
2822
MinichMacGregor Wealth Management
New York
$275K +$9.09K +51 +3%
E
2823
Ergoteles
New York
$275K +$81.1K +455 +39%
TC
2824
Tatro Capital
Kentucky
$274K -$37.8K -212 -12%
SFA
2825
Souders Financial Advisors
Ohio
$273K +$891 +5 +0.3%
111 112
113
114 115