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Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
2301
Resolute Wealth Strategies
Mississippi
$310K – – –
BFPW
2302
BOK Financial Private Wealth
Colorado
$310K – – –
BWA
2303
Blodgett Wealth Advisors
California
$309K – – –
VCG
2304
Vantage Consulting Group
Virginia
$309K -$56.7K -311 -16%
SDWMA
2305
Schneider Downs Wealth Management Advisors
Pennsylvania
$308K +$12.4K +68 +4%
APW
2306
Aurora Private Wealth
New Jersey
$308K +$9.67K +53 +3%
KCM
2307
KRS Capital Management
Michigan
$307K -$4.56K -25 -2%
NA
2308
Nottingham Advisors
New York
$306K -$17.9K -98 -6%
FPWM
2309
FSB Premier Wealth Management
Iowa
$306K -$2.01K -11 -0.7%
WFAG
2310
Wescott Financial Advisory Group
Pennsylvania
$305K +$10.9K +60 +4%
TC
2311
TAP Consulting
Missouri
$304K -$15K -82 -5%
YCG
2312
Yeomans Consulting Group
Georgia
$304K -$3.83K -21 -1%
EFL
2313
ERn Financial LLC
Wisconsin
$302K +$1.09K +6 +0.4%
CCA
2314
Cottonwood Capital Advisors
Utah
$302K – – –
PIA
2315
Pinion Investment Advisors
Kansas
$302K -$15.5K -85 -5%
LA
2316
Latitude Advisors
Florida
$302K -$3.28K -18 -1%
R
2317
Rebalance
California
$302K – – –
IF
2318
Integrity Financial
Wyoming
$301K -$10K -55 -3%
MKA
2319
M. Kulyk & Associates
Georgia
$301K +$21.2K +116 +8%
SLA
2320
Silver Lake Advisory
Utah
$300K +$287K +1,572 New
GHA
2321
GW Henssler & Associates
Georgia
$300K -$63.9K -350 -18%
SC
2322
Steph & Co
Wisconsin
$299K +$22.6K +124 +9%
EFG
2323
Embree Financial Group
Illinois
$299K -$182 -1 -0.1%
D
2324
Diversified
Delaware
$299K +$51.8K +284 +22%
FWA
2325
FSC Wealth Advisors
New York
$298K +$127K +698 +81%
91 92
93
94 95