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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
701
Kingswood Wealth Advisors
California
$597K -$2.75K -204 -0.5%
EGM
702
Engineers Gate Manager
New York
$597K -$713K -52,854 -55%
WIA
703
World Investment Advisors
California
$596K -$253K -18,775 -27%
BFWM
704
Bright Futures Wealth Management
New York
$595K -$210K -15,561 -27%
CCG
705
Coastwise Capital Group
California
$593K -$100K -7,415 -15%
EWS
706
Evergreen Wealth Solutions
Pennsylvania
$587K -$31.4K -2,326 -5%
AW
707
Alteri Wealth
California
$587K +$371K +27,512 +187%
SC
708
Syon Capital
California
$581K -$6.58K -488 -1%
SW
709
Simplicity Wealth
New Jersey
$581K +$79.6K +5,900 +16%
BC
710
Burney Company
Virginia
$581K +$16.8K +1,246 +3%
TCWA
711
Turtle Creek Wealth Advisors
Texas
$577K +$20.8K +1,545 +4%
SW
712
SkyOak Wealth
Michigan
$576K +$27 +2 +0%
DMBA
713
Deseret Mutual Benefit Administrators
Utah
$572K -$56.4K -4,178 -9%
CCWA
714
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$570K +$231K +17,112 +72%
AA
715
Advisory Alpha
Michigan
$570K -$47.7K -3,536 -8%
BAM
716
Blueshift Asset Management
New Jersey
$570K -$472 -35 -0.1%
FA
717
FSA Advisors
Michigan
$569K +$69.5K +5,151 +14%
PWM
718
Pines Wealth Management
North Carolina
$569K +$11.3K +837 +2%
PCIA
719
Prime Capital Investment Advisors
Kansas
$568K +$2.46K +182 +0.4%
ECA
720
Elevated Capital Advisors
Utah
$568K -$629K -46,596 -53%
CCA
721
Checchi Capital Advisers
California
$565K -$4.03K -299 -0.7%
PDL
722
Portfolio Design Labs
California
$564K -$1.47M -109,107 -73%
WS
723
Wedbush Securities
California
$564K -$117K -8,639 -18%
WPC
724
Wedmont Private Capital
Pennsylvania
$560K +$25.2K +1,866 +5%
SWM
725
Stockman Wealth Management
Montana
$558K – – –
27 28
29
30 31