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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2126
Triad Financial Advisors
North Carolina
$979K +$1.18K +4 +0.1%
PPG
2127
Peak Planning Group
Colorado
$977K -$12.7K -43 -1%
SWA
2128
SOA Wealth Advisors
New York
$976K -$1.18K -4 -0.1%
PCMF
2129
Private Capital Management (Florida)
Florida
$976K +$705K +2,388 +317%
RCG
2130
Regatta Capital Group
California
$972K -$80.1K -271 -8%
EFG
2131
Ethos Financial Group
Pennsylvania
$966K – – –
IBOK
2132
Independence Bank of Kentucky
Kentucky
$965K +$91.6K +310 +11%
BCM
2133
Boltwood Capital Management
California
$965K -$16.2K -55 -2%
MA
2134
MONECO Advisors
Connecticut
$963K -$21K -71 -2%
PBF
2135
Petix & Botte Financial
California
$962K +$458K +1,549 +100%
LAIC
2136
Lederer & Associates Investment Counsel
California
$961K +$40.2K +136 +5%
TCPWM
2137
Traverso Chambers Private Wealth Management
California
$961K +$4.43K +15 +0.5%
PMA
2138
Prudent Man Advisors
Illinois
$960K -$17.7K -60 -2%
FHC
2139
First Heartland Consultants
Missouri
$960K -$3.84K -13 -0.4%
MPIA
2140
Mountain Pacific Investment Advisers
Idaho
$960K – – –
AIA
2141
Angeles Investment Advisors
California
$959K +$586K +1,984 +180%
RCA
2142
Riverview Capital Advisers
Massachusetts
$956K +$6.2K +21 +0.7%
RWA
2143
Redhawk Wealth Advisors
Minnesota
$955K +$81.8K +277 +10%
FAG
2144
Fortitude Advisory Group
Washington
$955K -$44.9K -152 -5%
PWP
2145
Phillips Wealth Planners
Mississippi
$955K -$67.4K -228 -7%
NAS
2146
NWF Advisory Services
California
$954K – – –
RSA
2147
River Street Advisors
Illinois
$953K -$10.3K -35 -1%
SHFA
2148
SC&H Financial Advisors
Maryland
$952K +$591 +2 +0.1%
RWPA
2149
Richard W. Paul & Associates
Michigan
$952K +$44.9K +152 +5%
UW
2150
Unique Wealth
Florida
$950K -$78.9K -267 -8%
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