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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3201
Close Asset Management
United Kingdom
$357K -$21.9K -60 -6%
TCG
3202
Transcendent Capital Group
Oklahoma
$357K +$249K +683 +345%
WOSD
3203
WFA of San Diego
California
$357K -$1.46K -4 -0.5%
AWA
3204
Archvest Wealth Advisors
California
$356K -$13.9K -38 -4%
ACC
3205
Acorn Creek Capital
Colorado
$356K +$12.4K +34 +4%
BBPWM
3206
Blue Bell Private Wealth Management
Pennsylvania
$354K +$15.3K +42 +5%
RIA
3207
Realta Investment Advisors
Delaware
$354K -$2.01M -5,518 -87%
CWM
3208
Compass Wealth Management
Connecticut
$354K +$3.28K +9 +1%
WAM
3209
Worth Asset Management
Texas
$354K +$106K +290 +50%
SDWMA
3210
Schneider Downs Wealth Management Advisors
Pennsylvania
$352K +$12.8K +35 +4%
CC
3211
Commons Capital
Massachusetts
$352K +$1.46K +4 +0.5%
WG
3212
Watchman Group
Texas
$352K -$35.7K -98 -10%
REMPR
3213
Roof Eidam Maycock Peralta (REMP)
California
$352K +$37.2K +102 +13%
CNWM
3214
Clay Northam Wealth Management
California
$350K – – –
TPW
3215
Tiller Private Wealth
Pennsylvania
$349K +$314K +862 New
VPP
3216
Vertex Planning Partners
Illinois
$349K -$4.38K -12 -1%
WW
3217
Waterfront Wealth
Kansas
$349K +$55.1K +151 +21%
PAG
3218
Paladin Advisory Group
Iowa
$348K -$23.7K -65 -7%
HWP
3219
Hibernia Wealth Partners
Louisiana
$348K +$1.82K +5 +0.6%
DWP
3220
Destiny Wealth Partners
Florida
$348K +$19.3K +53 +7%
LP
3221
LGL Partners
Pennsylvania
$348K -$29.5K -81 -9%
EHAM
3222
Eagle Harbor Asset Management
Washington
$348K – – –
SWP
3223
Semus Wealth Partners
Florida
$347K -$12.8K -35 -4%
NC
3224
NBW Capital
Massachusetts
$347K +$29.2K +80 +10%
6F
3225
626 Financial
Michigan
$347K – – –
127 128
129
130 131