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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2951
Private Wealth Strategies
Ohio
$332K – – –
FWP
2952
Firethorn Wealth Partners
Georgia
$328K – – –
G
2953
GenTrust
Florida
$327K – – –
CFP
2954
Curran Financial Partners
South Carolina
$326K -$5.45K -17 -2%
RBCM
2955
Raub Brock Capital Management
California
$324K +$12.2K +38 +4%
SFS
2956
Summit Financial Strategies
Ohio
$323K -$27.6K -86 -8%
UWM
2957
USAdvisors Wealth Management
Minnesota
$323K -$8.02K -25 -3%
ERWM
2958
Elk River Wealth Management
Colorado
$323K -$5.45K -17 -2%
RS
2959
Retirement Solution
Washington
$322K +$7.06K +22 +2%
AWM
2960
Aberdeen Wealth Management
Illinois
$322K +$62.6K +195 +27%
TFM
2961
TFC Financial Management
Massachusetts
$321K -$7.7K -24 -3%
FPFS
2962
First Personal Financial Services
North Carolina
$320K -$81.8K -255 -22%
CFIA
2963
Cantor Fitzgerald Investment Advisors
New York
$320K -$48.1K -150 -14%
AMG
2964
Asset Management Group
Connecticut
$319K – – –
MAM
2965
McLean Asset Management
Virginia
$319K +$28.6K +89 +11%
PCM
2966
Poehling Capital Management
Wisconsin
$316K -$3.21K -10 -1%
VCP
2967
Vista Capital Partners
Oregon
$316K +$72.8K +227 +33%
FSWA
2968
Financial Synergies Wealth Advisors
Texas
$315K +$291K +907 New
MA
2969
MBA Advisors
Pennsylvania
$314K -$642 -2 -0.2%
WCWM
2970
Willow Creek Wealth Management
California
$314K +$9.62K +30 +3%
CCA
2971
Clearwater Capital Advisors
Illinois
$313K – – –
MAG
2972
MRA Advisory Group
New Jersey
$313K – – –
AWM
2973
Accel Wealth Management
Iowa
$313K +$17K +53 +6%
SAIG
2974
Semper Augustus Investments Group
Colorado
$313K +$289K +900 New
EWG
2975
Executive Wealth Group
Washington
$313K – – –
117 118
119
120 121