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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2876
Clarus Group
Texas
$888K – – –
MAWCM
2877
Mine & Arao Wealth Creation & Management
California
$888K +$29.7K +61 +4%
SPI
2878
Sutton Place Investors
New York
$887K -$614K -1,263 -42%
AFA
2879
AA Financial Advisors
Ohio
$887K -$83.1K -171 -9%
BWA
2880
BlueChip Wealth Advisors
Georgia
$886K +$190K +390 +29%
KCM
2881
Kendall Capital Management
Maryland
$884K +$22.8K +47 +3%
HA
2882
Hamel Associates
New Jersey
$882K -$29.2K -60 -3%
CHP
2883
Cable Hill Partners
Oregon
$881K +$849K +1,746 New
SCA
2884
Sage Capital Advisors
South Dakota
$879K +$486 +1 +0.1%
CA
2885
Carson Advisory
Georgia
$879K -$135K -277 -14%
SFS
2886
Symphony Financial Services
Ohio
$878K +$677K +1,393 New
IF
2887
Intrua Financial
Texas
$877K -$185K -381 -18%
HWM
2888
Hemington Wealth Management
Virginia
$876K +$64.2K +132 +8%
NERM
2889
New England Research & Management
Illinois
$875K +$309K +635 +58%
LWM
2890
LongView Wealth Management
Georgia
$872K -$16K -33 -2%
WWM
2891
WJ Wealth Management
Arizona
$871K +$12.6K +26 +2%
CCM
2892
Carlson Capital Management
Minnesota
$869K +$2.43K +5 +0.3%
EWA
2893
ERTS Wealth Advisors
Michigan
$869K -$7.29K -15 -0.9%
CSB
2894
City State Bank
Iowa
$867K -$4.86K -10 -0.6%
VEA
2895
Virtus ETF Advisers
New York
$866K -$120K -246 -13%
AWC
2896
Adamsbrown Wealth Consultants
Kansas
$863K +$92.8K +191 +13%
PWM
2897
PBMares Wealth Management
Virginia
$857K -$29.7K -61 -3%
KWS
2898
Keystone Wealth Services
California
$857K +$36.9K +76 +5%
BWA
2899
BlueSky Wealth Advisors
North Carolina
$857K +$826K +1,699 New
TCWM
2900
Total Clarity Wealth Management
Illinois
$856K +$14.6K +30 +2%
114 115
116
117 118