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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2951
BCS Wealth Management
Tennessee
$333K +$308K +959 New
NCM
2952
Nelson Capital Management
California
$332K -$17.6K -55 -5%
PWS
2953
Private Wealth Strategies
Ohio
$332K – – –
FWP
2954
Firethorn Wealth Partners
Georgia
$328K – – –
G
2955
GenTrust
Florida
$327K – – –
CFP
2956
Curran Financial Partners
South Carolina
$326K -$5.45K -17 -2%
RBCM
2957
Raub Brock Capital Management
California
$324K +$12.2K +38 +4%
SFS
2958
Summit Financial Strategies
Ohio
$323K -$27.6K -86 -8%
UWM
2959
USAdvisors Wealth Management
Minnesota
$323K -$8.02K -25 -3%
ERWM
2960
Elk River Wealth Management
Colorado
$323K -$5.45K -17 -2%
RS
2961
Retirement Solution
Washington
$322K +$7.06K +22 +2%
AWM
2962
Aberdeen Wealth Management
Illinois
$322K +$62.6K +195 +27%
TFM
2963
TFC Financial Management
Massachusetts
$321K -$7.7K -24 -3%
FPFS
2964
First Personal Financial Services
North Carolina
$320K -$81.8K -255 -22%
CFIA
2965
Cantor Fitzgerald Investment Advisors
New York
$320K -$48.1K -150 -14%
AMG
2966
Asset Management Group
Connecticut
$319K – – –
MAM
2967
McLean Asset Management
Virginia
$319K +$28.6K +89 +11%
PCM
2968
Poehling Capital Management
Wisconsin
$316K -$3.21K -10 -1%
VCP
2969
Vista Capital Partners
Oregon
$316K +$72.8K +227 +33%
FSWA
2970
Financial Synergies Wealth Advisors
Texas
$315K +$291K +907 New
MA
2971
MBA Advisors
Pennsylvania
$314K -$642 -2 -0.2%
WCWM
2972
Willow Creek Wealth Management
California
$314K +$9.62K +30 +3%
CCA
2973
Clearwater Capital Advisors
Illinois
$313K – – –
MAG
2974
MRA Advisory Group
New Jersey
$313K – – –
AWM
2975
Accel Wealth Management
Iowa
$313K +$17K +53 +6%
117 118
119
120 121