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Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
1926
Prudent Man Advisors
Illinois
$575K -$10.1K -166 -2%
MFC
1927
Morris Financial Concepts
South Carolina
$575K – – –
SPWG
1928
Sage Private Wealth Group
Illinois
$575K +$2.8K +46 +0.5%
WA
1929
Wealth Architects
California
$575K +$46.8K +770 +9%
SAM
1930
Secure Asset Management
Michigan
$573K +$25.6K +421 +5%
BCPWM
1931
Bradley & Co Private Wealth Management
Florida
$572K -$1.28K -21 -0.2%
HVM
1932
Harvest Volatility Management
Connecticut
$569K +$558K +9,176 +305,867%
GLLW
1933
Graves Light Lenhart Wealth
Virginia
$568K -$43.7K -719 -7%
SWM
1934
Stockman Wealth Management
Montana
$568K -$61 -1 -0%
PVH
1935
Psagot Value Holdings
Israel
$567K -$48K -790 -8%
GWA
1936
GGM Wealth Advisors
Maryland
$567K +$31.8K +523 +6%
CWM
1937
Circle Wealth Management
New Jersey
$564K -$730 -12 -0.1%
SC
1938
Searle & Co
Connecticut
$563K – – –
CL
1939
COWA LLC
Oklahoma
$561K – – –
MWA
1940
Monograph Wealth Advisors
California
$561K +$547K +8,992 New
CFA
1941
Compass Financial Advisors
Indiana
$557K +$325K +5,347 +147%
SFG
1942
SNS Financial Group
Minnesota
$556K -$16.7K -275 -3%
CFO
1943
Collective Family Office
Pennsylvania
$555K -$608 -10 -0.1%
LWA
1944
Lineweaver Wealth Advisors
Ohio
$555K +$59.5K +978 +12%
EWM
1945
Evermay Wealth Management
Virginia
$554K -$60.8K -1,000 -10%
IFA
1946
Index Fund Advisors
California
$554K -$47.6K -782 -8%
FWP
1947
Firethorn Wealth Partners
Georgia
$554K +$27.6K +454 +5%
BC
1948
Bridgefront Capital
Texas
$554K +$543K +8,930 New
WAM
1949
WNY Asset Management
New York
$552K -$5.11K -84 -0.9%
MFG
1950
Monte Financial Group
Connecticut
$549K -$2.31K -38 -0.4%
76 77
78
79 80