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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3001
Purus Wealth Management
California
$246K +$18.8K +130 +8%
PGAM
3002
Princeton Global Asset Management
New Jersey
$245K -$157K -1,083 -38%
CDIA
3003
Capital Directions Investment Advisors
Georgia
$245K -$87K -602 -25%
SHWM
3004
Smith & Howard Wealth Management
Georgia
$245K – – –
FFA
3005
Fi3 Financial Advisors
Indiana
$245K +$27.2K +188 +12%
AIA
3006
Arbor Investment Advisors
North Carolina
$244K +$257K +1,778 New
CMS
3007
Capital Market Strategies
Florida
$243K -$9.25K -64 -3%
AIA
3008
Alera Investment Advisors
Illinois
$243K +$256K +1,772 New
GIM
3009
Guild Investment Management
California
$242K -$133K -923 -34%
WAM
3010
Walker Asset Management
Missouri
$242K -$22.8K -158 -8%
PWMG
3011
Provence Wealth Management Group
California
$242K – – –
SIC
3012
SJS Investment Consulting
Ohio
$242K +$16.2K +112 +7%
TFCP
3013
Twin Focus Capital Partners
Massachusetts
$242K +$42.9K +297 +20%
RVPG
3014
Relative Value Partners Group
$241K +$254K +1,756 New
BB
3015
Bell Bank
North Dakota
$240K – – –
NL
3016
NKCFO LLC
Illinois
$240K – – –
CST
3017
Charles Schwab Trust
Nevada
$239K +$9.25K +64 +4%
PFA
3018
Pinnacle Family Advisors
Missouri
$239K +$15.5K +107 +7%
LBA
3019
Lowell Blake & Associates
Massachusetts
$238K +$23.1K +160 +10%
GBWM
3020
Granite Bay Wealth Management
New Hampshire
$237K +$8.96K +62 +4%
MAG
3021
MRA Advisory Group
New Jersey
$236K -$579K -4,004 -70%
SG
3022
Strid Group
Pennsylvania
$235K -$17.3K -120 -7%
PG
3023
Prostatis Group
Maryland
$235K -$3.18K -22 -1%
DW
3024
Domani Wealth
Pennsylvania
$234K +$5.49K +38 +2%
SC
3025
Stephens Consulting
Michigan
$234K -$1.3K -9 -0.5%
119 120
121
122 123