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Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
951
Windward Private Wealth Management
Kansas
$231K +$212K +6,000 New
BA
952
Bristlecone Advisors
Washington
$230K +$211K +5,964 New
GWP
953
Gen-Wealth Partners
Michigan
$229K +$210K +5,940 New
DM
954
Deerfield Management
New York
$229K +$210K +5,934 New
CW
955
Channel Wealth
California
$228K +$209K +5,920 New
VA
956
Valmark Advisers
Ohio
$228K +$209K +5,920 New
CMAI
957
Capital Management Associates Inc
Minnesota
$227K -$26.8K -758 -11%
KWA
958
Kingswood Wealth Advisors
California
$226K +$207K +5,868 New
BJL
959
Brighton Jones LLC
Washington
$226K +$207K +5,862 New
CAM
960
Cozad Asset Management
Illinois
$226K +$207K +5,860 New
BTW
961
Boston Trust Walden
Massachusetts
$226K +$207K +5,856 New
JSW
962
Journey Strategic Wealth
New Jersey
$226K -$11.7K -332 -5%
FPIS
963
Financial Planning & Information Services
Wisconsin
$226K +$207K +5,852 New
HA
964
Homestead Advisers
Virginia
$225K – – –
TSS
965
Two Sigma Securities
New York
$224K -$76.8K -2,172 -27%
AFG
966
Atomi Financial Group
New York
$223K +$205K +5,788 New
WAG
967
Windsor Advisory Group
Ohio
$221K +$202K +5,724 New
HCA
968
Hyperion Capital Advisors
New York
$221K +$202K +5,720 New
WCM
969
Windsor Capital Management
Arizona
$219K +$201K +5,686 New
AAIS
970
ABN AMRO Investment Solutions
$219K +$201K +5,676 New
LBC
971
Lowe Brockenbrough & Co
Virginia
$218K -$35.4K -1,000 -15%
IPWA
972
International Private Wealth Advisors
California
$218K -$35.1K -992 -15%
EM
973
ELCO Management
New York
$217K +$199K +5,630 New
GIM
974
Guild Investment Management
California
$217K +$199K +5,626 New
CWA
975
Clarus Wealth Advisors
Arizona
$215K -$16K -452 -7%
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