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Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
2176
LWM Advisory Services
Florida
$379K -$315K -957 -48%
HI
2177
Harbour Investments
Wisconsin
$379K +$26K +79 +8%
WCWM
2178
Willow Creek Wealth Management
California
$378K +$4.61K +14 +1%
CC
2179
Cypress Capital
Tennessee
$377K – – –
AA
2180
Auxano Advisors
Washington
$375K +$987 +3 +0.3%
FIM
2181
Fernwood Investment Management
Massachusetts
$375K – – –
CWM
2182
Centurion Wealth Management
Virginia
$373K +$353K +1,072 New
EBA
2183
Eagle Bay Advisors
New York
$372K +$57.6K +175 +20%
SAM
2184
Summit Asset Management
Tennessee
$370K – – –
DWP
2185
Destiny Wealth Partners
Florida
$370K -$11.5K -35 -3%
RWA
2186
Redhawk Wealth Advisors
Minnesota
$369K +$10.9K +33 +3%
SCFS
2187
S.C. Financial Services
Arizona
$367K +$8.23K +25 +2%
PFG
2188
Prosperity Financial Group
California
$367K +$348K +1,056 New
SWAG
2189
Spectrum Wealth Advisory Group
California
$366K +$658 +2 +0.2%
JJBC
2190
James J. Burns & Company
New York
$365K -$118K -360 -26%
BBNB
2191
Baker Boyer National Bank
Washington
$364K -$265K -804 -43%
LWA
2192
Lineweaver Wealth Advisors
Ohio
$363K -$23K -70 -6%
ST
2193
Somerset Trust
Pennsylvania
$363K +$19.1K +58 +6%
RFN
2194
Redwood Financial Network
Ohio
$363K – – –
HVIA
2195
Hudson Valley Investment Advisors
New York
$362K – – –
CWM
2196
Connecticut Wealth Management
Connecticut
$362K +$10.9K +33 +3%
FA
2197
Fortis Advisors
Pennsylvania
$361K – – –
CVM
2198
Cheviot Value Management
California
$361K +$342K +1,038 New
SIC
2199
Salem Investment Counselors
North Carolina
$360K +$76.4K +232 +29%
OWA
2200
Opal Wealth Advisors
New York
$360K -$2.63K -8 -0.8%
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