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Name Holding Trade Value Shares
Change 		Change in
Stake
UWP
1951
Uniting Wealth Partners
Kansas
$304K – – –
SFC
1952
Strategic Financial Concepts
Texas
$303K +$32.5K +165 +12%
NP
1953
Nilsine Partners
Colorado
$303K +$18.5K +94 +7%
SIA
1954
SGL Investment Advisors
Montana
$303K +$9.64K +49 +4%
FI
1955
Finivi Inc
Massachusetts
$302K +$18.9K +96 +7%
TFF
1956
The Family Firm
Maryland
$302K -$1.57K -8 -0.5%
AP
1957
Adero Partners
California
$302K +$50.8K +258 +21%
BF
1958
Brucke Financial
Indiana
$302K +$16.3K +83 +6%
MWM
1959
Moran Wealth Management
Florida
$301K +$28.1K +143 +11%
SIAG
1960
Safeguard Investment Advisory Group
California
$300K +$29.7K +151 +11%
GDP
1961
Great Diamond Partners
Maine
$300K – – –
NFP
1962
Narus Financial Partners
Utah
$300K +$47.6K +242 +19%
NGA
1963
Naples Global Advisors
Florida
$300K – – –
AWM
1964
Aprio Wealth Management
Georgia
$300K +$10.6K +54 +4%
VWA
1965
Visionary Wealth Advisors
Illinois
$300K +$7.67K +39 +3%
KLWA
1966
Kelly Lawrence W & Associates
California
$299K – – –
NI
1967
Natural Investments
California
$299K – – –
ODIJL
1968
One Day In July LLC
Vermont
$299K +$1.97K +10 +0.7%
GAM
1969
Gould Asset Management
California
$298K +$1.18K +6 +0.4%
WCM
1970
Winebrenner Capital Management
Kentucky
$298K +$24.8K +126 +9%
CWM
1971
Centurion Wealth Management
Virginia
$297K – – –
AIA
1972
Arbor Investment Advisors
North Carolina
$297K +$4.72K +24 +2%
QFA
1973
Quantum Financial Advisors
California
$297K +$292K +1,484 New
RIM
1974
Redwood Investment Management
Arizona
$297K +$292K +1,483 New
ACP
1975
Aviance Capital Partners
Florida
$296K +$39.9K +203 +16%
77 78
79
80 81