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Name Holding Trade Value Shares
Change 		Change in
Stake
NF
1301
NavPoint Financial
Minnesota
$229K +$1.15K +5 +0.5%
PAG
1302
Poinciana Advisors Group
Florida
$229K +$223K +969 New
WA
1303
Wealth Architects
California
$228K +$3.92K +17 +2%
RPWA
1304
Regent Peak Wealth Advisors
Georgia
$228K +$223K +967 New
IP
1305
Intellectus Partners
California
$228K – – –
GCA
1306
Gradient Capital Advisors
California
$228K – – –
GWP
1307
Gen-Wealth Partners
Michigan
$228K +$222K +965 New
GPA
1308
Garrison Point Advisors
California
$226K – – –
WCM
1309
Weaver Capital Management
Georgia
$226K -$53.3K -231 -19%
JAG
1310
Journey Advisory Group
Kentucky
$225K -$127K -550 -37%
CWMS
1311
Cannon Wealth Management Services
North Carolina
$224K -$27.7K -120 -11%
AMBIA
1312
Allen Mooney & Barnes Investment Advisors
Georgia
$224K -$14.3K -62 -6%
PPH
1313
Pure Portfolios Holdings
Oregon
$224K +$11.5K +50 +6%
RCA
1314
Resonant Capital Advisors
Wisconsin
$223K -$21.9K -95 -9%
IRP
1315
Investment Research Partners
Pennsylvania
$223K +$206K +894 New
WC
1316
Waterloo Capital
Texas
$223K -$39.7K -172 -15%
IIC
1317
Integrated Investment Consultants
Michigan
$223K – – –
BA
1318
Bridgewater Advisors
New York
$222K +$198K +857 New
BWM
1319
BCS Wealth Management
Tennessee
$222K -$15.9K -69 -7%
YIA
1320
YHB Investment Advisors
Connecticut
$221K -$38K -165 -15%
BAM
1321
Broyhill Asset Management
North Carolina
$220K – – –
TFA
1322
Teamwork Financial Advisors
Texas
$220K +$692 +3 +0.3%
NCTC
1323
New Covenant Trust Company
Indiana
$220K -$20.1K -87 -9%
MA
1324
MONECO Advisors
Connecticut
$220K +$215K +932 New
BCG
1325
Breakwater Capital Group
New Jersey
$220K -$7.61K -33 -3%
51 52
53
54 55