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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
526
Peterson Wealth Management
Nevada
$2.35K +$2.03K +15 New
MA
527
Montag & Associates
Georgia
$2.27K +$676 +5 +56%
SIC
528
SJS Investment Consulting
Ohio
$2.2K – – –
BIM
529
Breakwater Investment Management
Washington
$2.04K – – –
CFB
530
Cullen/Frost Bankers
Texas
$2.04K -$2.71K -20 -61%
DPW
531
DiNuzzo Private Wealth
Pennsylvania
$1.89K – – –
DRP
532
Decker Retirement Planning
Utah
$1.88K – – –
BHWM
533
Bay Harbor Wealth Management
Maryland
$1.88K +$135 +1 +9%
RWM
534
Rialto Wealth Management
New York
$1.73K +$811 +6 +120%
BWL
535
Bogart Wealth LLC
Virginia
$1.73K +$1.22K +9 +450%
IFWM
536
Institute for Wealth Management
Colorado
$1.7K +$1.49K +11 New
BCH
537
Berkshire Capital Holdings
California
$1.57K -$13.4M -99,000 -100%
WPA
538
West Paces Advisors
Georgia
$1.57K +$1.35K +10 New
HIA
539
HFM Investment Advisors
New Jersey
$1.41K +$676 +5 +125%
QL
540
Quarry LP
New York
$1.41K -$1.22K -9 -50%
CMA
541
Cedar Mountain Advisors
Oregon
$1.41K -$135 -1 -10%
FNWA
542
Financial Network Wealth Advisors
Utah
$1.26K +$1.08K +8 New
FDW
543
Fourth Dimension Wealth
Ohio
$1.26K +$1.08K +8 New
BTI
544
Blue Trust Inc
Georgia
$1.1K +$406 +3 +75%
CFM
545
Cornerstone Financial Management
Massachusetts
$1.1K +$947 +7 New
AA
546
Addison Advisors
Vermont
$943 – – –
EP
547
Essential Partners
California
$942 – – –
RF
548
Rossby Financial
Florida
$942 +$811 +6 New
SWP
549
Strategic Wealth Partners
Ohio
$942 +$811 +6 New
VNA
550
Valley National Advisers
Pennsylvania
$786 +$676 +5 New
20 21
22
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