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Name Holding Trade Value Shares
Change 		Change in
Stake
FTIS
2526
First Trust Investment Solutions
Florida
$811K +$96.8K +265 +14%
HWMG
2527
Hurlow Wealth Management Group
Indiana
$809K -$5.12K -14 -0.7%
BFWA
2528
Benchmark Financial Wealth Advisors
Florida
$808K -$14.6K -40 -2%
WP
2529
Wealthspan Partners
Iowa
$808K +$69.4K +190 +10%
CWM
2530
Campbell Wealth Management
Virginia
$805K +$345K +943 +82%
BSSFA
2531
Baron Silver Stevens Financial Advisors
Florida
$804K +$143K +392 +23%
SFS
2532
Security Financial Services
Indiana
$803K +$4.02K +11 +0.5%
IIC
2533
Integrated Investment Consultants
Michigan
$803K +$17.2K +47 +2%
SPA
2534
Sherbrooke Park Advisers
New York
$802K +$764K +2,092 New
FC
2535
Fulcrum Capital
Washington
$802K -$9.5K -26 -1%
DWM
2536
Defined Wealth Management
Oregon
$800K +$3.65K +10 +0.5%
AIA
2537
Angeles Investment Advisors
California
$800K +$1.83K +5 +0.2%
GA
2538
GSG Advisors
New Jersey
$800K -$4.02K -11 -0.5%
FA
2539
Fiducient Advisors
Illinois
$799K -$152K -416 -17%
SAM
2540
SignalPoint Asset Management
Missouri
$798K -$49.7K -136 -6%
UF
2541
Univest Financial
Pennsylvania
$797K -$3.87M -10,593 -84%
SIG
2542
Spinnaker Investment Group
California
$796K – – –
MI
2543
Motiv8 Investments
Florida
$794K +$77.1K +211 +11%
CAG
2544
Curtis Advisory Group
California
$794K -$12.1K -33 -2%
BWM
2545
Blossom Wealth Management
California
$794K +$5.12K +14 +0.7%
QWM
2546
Quadcap Wealth Management
Texas
$792K +$119K +327 +19%
UL
2547
Unionview LLC
Washington
$792K -$4.75K -13 -0.6%
HCM
2548
Highview Capital Management
Illinois
$791K +$753K +2,062 New
LWM
2549
Liberty Wealth Management
California
$789K -$14.2K -39 -2%
LWAM
2550
Legacy Wealth Asset Management
Minnesota
$787K -$365 -1 -0%
100 101
102
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