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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
3601
Proffitt & Goodson
Tennessee
$183K -$41.6K -114 -20%
EA
3602
Evolution Advisers
Virginia
$183K – – –
AAG
3603
Accordant Advisory Group
Maryland
$182K +$54.7K +150 +50%
HWM
3604
Horizons Wealth Management
North Carolina
$177K -$85K -233 -35%
VWA
3605
Valued Wealth Advisors
Utah
$174K +$729 +2 +0.5%
HI
3606
Hoey Investments
Pennsylvania
$172K – – –
DWS
3607
Dynamic Wealth Strategies
California
$169K -$37.9K -104 -20%
T
3608
Tidemark
California
$168K +$3.28K +9 +2%
RWM
3609
Reston Wealth Management
Virginia
$168K +$151K +415 New
PW
3610
Paladin Wealth
Minnesota
$165K +$148K +407 New
DF
3611
DecisionPoint Financial
Arizona
$162K – – –
BIA
3612
Bell Investment Advisors
California
$162K +$729 +2 +0.5%
FWM
3613
FSA Wealth Management
Massachusetts
$160K +$144K +394 New
AWM
3614
AllSquare Wealth Management
New York
$160K – – –
VFA
3615
Values First Advisors
Tennessee
$155K +$140K +383 New
AA
3616
AlphaMark Advisors
Kentucky
$152K -$9.12K -25 -6%
DCBT
3617
Dakota Community Bank & Trust
North Dakota
$144K – – –
FCG
3618
Financial Connections Group
California
$140K – – –
FA
3619
Financial Avengers
California
$138K +$729 +2 +0.6%
SHF
3620
Safe Harbor Fiduciary
Florida
$138K +$124K +341 New
CPA
3621
Clear Point Advisors
New York
$138K +$365 +1 +0.3%
SWS
3622
SYSTM Wealth Solutions
Illinois
$135K -$7.89M -21,639 -98%
RFG
3623
REAP Financial Group
Texas
$133K +$19.7K +54 +20%
BC
3624
Barrett & Company
Rhode Island
$132K – – –
GA
3625
GoalVest Advisory
New York
$132K +$34.7K +95 +41%
143 144
145
146 147