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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1301
Rooted Wealth Advisors
Illinois
$276K – – –
DAM
1302
Delta Asset Management
Tennessee
$276K +$30.7K +84 +13%
CWA
1303
CM Wealth Advisors
Ohio
$275K +$258K +707 New
FAFN
1304
First Affirmative Financial Network
Colorado
$272K +$8.03K +22 +3%
4WM
1305
44 Wealth Management
Oregon
$272K +$1.1K +3 +0.4%
TA
1306
TrueWealth Advisors
Alabama
$271K – – –
CWA
1307
Consilium Wealth Advisory
Texas
$271K +$260K +711 New
RRC
1308
Relaxing Retirement Coach
Massachusetts
$270K +$3.29K +9 +1%
T
1309
TRUADVICE
Florida
$269K -$27.4K -75 -10%
MA
1310
MJP Associates
Connecticut
$269K +$258K +706 New
WCAMG
1311
Woodard & Company Asset Management Group
North Carolina
$269K +$16.1K +44 +7%
AC
1312
ASB Consultores
Florida
$268K +$5.11K +14 +2%
FWM
1313
FFT Wealth Management
Pennsylvania
$268K -$1.1K -3 -0.4%
USB
1314
Union Savings Bank
Connecticut
$267K +$249K +683 New
BA
1315
Bluesphere Advisors
Pennsylvania
$267K – – –
CAS
1316
CTC Alternative Strategies
Illinois
$267K +$256K +700 New
IGWM
1317
ICA Group Wealth Management
Colorado
$267K +$13.9K +38 +6%
IF
1318
Ironwood Financial
Arizona
$266K – – –
GG
1319
Greenwood Gearhart
Arkansas
$266K -$2.56K -7 -1%
FW
1320
FirstPurpose Wealth
Utah
$263K -$22.3K -61 -8%
GAM
1321
Gould Asset Management
California
$261K – – –
FL
1322
Fort LP
Maryland
$258K +$248K +678 New
USCWA
1323
U.S. Capital Wealth Advisors
Texas
$258K -$12.4K -34 -5%
C
1324
Certuity
Florida
$257K -$28.9K -79 -10%
MIM
1325
MTM Investment Management
South Carolina
$257K – – –
51 52
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