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Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
2101
United Asset Strategies
New York
$212K -$1.9K -58 -0.8%
FM
2102
Foster & Motley
Ohio
$212K +$16.4K +500 +8%
SWM
2103
Sugarloaf Wealth Management
Georgia
$212K -$6.52K -199 -3%
ACS
2104
Archford Capital Strategies
Illinois
$211K +$7.34K +224 +3%
CAM
2105
CPA Asset Management
Florida
$210K – – –
PSFG
2106
Prairie Sky Financial Group
Illinois
$209K -$5.54K -169 -2%
AAM
2107
AMI Asset Management
California
$209K – – –
CWG
2108
Crown Wealth Group
North Carolina
$209K +$34.7K +1,060 +19%
AA
2109
Advisory Alpha
Michigan
$208K -$5.93K -181 -3%
MF
2110
Meridian Financial
Massachusetts
$208K +$3.31K +101 +2%
BA
2111
Brightwater Advisory
Florida
$208K -$6.46K -197 -3%
JCM
2112
Jacobsen Capital Management
Utah
$208K -$18.8K -574 -8%
SWM
2113
Salvus Wealth Management
New Jersey
$207K -$2.65K -81 -1%
RW
2114
RVW Wealth
California
$207K +$13.1K +400 +6%
LFS
2115
Leibman Financial Services
Nebraska
$207K – – –
SEP
2116
Southland Equity Partners
Missouri
$207K +$219K +6,670 New
RBFC
2117
Roman Butler Fullerton & Co
Missouri
$206K -$18.3K -558 -9%
LCS
2118
Levin Capital Strategies
New York
$205K – – –
FP
2119
Financial Perspectives
Minnesota
$205K +$295 +9 +0.1%
HWM
2120
Horizon Wealth Management
Illinois
$204K -$82.6K -2,522 -28%
B
2121
Bellecapital
Switzerland
$204K +$216K +6,582 New
TW
2122
Towerpoint Wealth
California
$204K +$14.3K +437 +7%
PP
2123
Patron Partners
Texas
$204K – – –
B
2124
Birchbrook
Maine
$203K +$33 +1 +0%
AIA
2125
Alera Investment Advisors
Illinois
$203K +$215K +6,552 New
83 84
85
86 87