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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
2551
Twin Peaks Wealth Advisors
California
$305K +$13.8K +44 +4%
CPCM
2552
Cardinal Point Capital Management
Ontario, Canada
$304K -$234K -745 -41%
AIA
2553
Accelerate Investment Advisors
California
$304K +$8.49K +27 +3%
GWA
2554
Genesis Wealth Advisors
Massachusetts
$303K – – –
CFG
2555
CKW Financial Group
Hawaii
$303K – – –
NEWAS
2556
N.E.W. Advisory Services
Wisconsin
$303K +$6.6K +21 +2%
OL
2557
Odyssean LLC
Connecticut
$303K +$335K +1,067 New
OC
2558
Oarsman Capital
Wisconsin
$302K +$1.57K +5 +0.5%
WWG
2559
West Wealth Group
California
$302K +$943 +3 +0.3%
SAW
2560
Signal Advisors Wealth
Michigan
$302K -$120K -382 -26%
FFG
2561
Forum Finance Group
$302K +$412K +1,310 New
AWP
2562
Abacus Wealth Partners
California
$302K – – –
SWA
2563
SOA Wealth Advisors
New York
$301K +$55.6K +177 +20%
CWM
2564
Centric Wealth Management
Illinois
$301K -$16.7K -53 -5%
CPWL
2565
Coquina Private Wealth LLC
Florida
$301K +$14.5K +46 +5%
NC
2566
NewSquare Capital
Pennsylvania
$301K +$33.9K +108 +11%
PAI
2567
Pittenger & Anderson Inc
Nebraska
$300K – – –
RFA
2568
Rollins Financial Advisors
New York
$300K – – –
SWM
2569
Stockman Wealth Management
Montana
$299K – – –
QCIG
2570
Quad-Cities Investment Group
Iowa
$299K – – –
NECFA
2571
New England Capital Financial Advisors
Connecticut
$299K +$314 +1 +0.1%
HPC
2572
Hobart Private Capital
North Carolina
$298K -$483K -1,538 -59%
KC
2573
Kinloch Capital
Virginia
$297K -$5.97K -19 -2%
IRP
2574
Investment Research Partners
Pennsylvania
$297K +$37.4K +119 +13%
ODFS
2575
O'Donnell Financial Services
California
$297K +$314 +1 +0.1%
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103
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