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Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
2501
UP Strategic Wealth Investment Advisors
Pennsylvania
$748K +$668K +2,157 New
TP
2502
Tranquility Partners
Tennessee
$747K -$18.9K -61 -3%
WDL
2503
Well Done LLC
Michigan
$746K +$21.7K +70 +3%
WAM
2504
WNY Asset Management
New York
$746K +$97.2K +314 +17%
BFWA
2505
Benchmark Financial Wealth Advisors
Florida
$744K -$34.4K -111 -5%
SFG
2506
SNS Financial Group
Minnesota
$744K +$36.5K +118 +6%
CG
2507
Cutler Group
California
$741K -$3.12M -10,076 -82%
DWA
2508
Delap Wealth Advisory
Oregon
$740K +$377K +1,217 +133%
GSIS
2509
Global Strategic Investment Solutions
Arizona
$739K -$8.98K -29 -1%
FAN
2510
Financial Advisors Network
California
$738K -$8.05K -26 -1%
CWM
2511
Centric Wealth Management
Illinois
$738K +$107K +344 +20%
PFA
2512
Pathway Financial Advisors
Vermont
$736K -$5.88K -19 -0.9%
HWMG
2513
Hurlow Wealth Management Group
Indiana
$736K -$1.86K -6 -0.3%
FC
2514
Fulcrum Capital
Washington
$734K – – –
TCWM
2515
Total Clarity Wealth Management
Illinois
$733K -$82.4K -266 -11%
WFI
2516
West Family Investments
California
$732K -$29.1K -94 -4%
1WM
2517
1858 Wealth Management
Ohio
$732K +$654K +2,112 New
MPCL
2518
My Personal CFO LLC
Washington
$731K +$15.2K +49 +2%
CAG
2519
Curtis Advisory Group
California
$729K – – –
SPL
2520
Smart Portfolios LLC
Washington
$727K +$616K +1,990 New
LWM
2521
Liberty Wealth Management
California
$727K -$2.48K -8 -0.4%
WAL
2522
W Advisors LLC
Tennessee
$724K +$49.9K +161 +8%
CBFP
2523
Cedar Brook Financial Partners
Ohio
$724K -$36.2K -117 -5%
JFA
2524
JNBA Financial Advisors
Minnesota
$723K -$1.55K -5 -0.2%
HIM
2525
Hillsdale Investment Management
Ontario, Canada
$723K +$58.8K +190 +10%
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101
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