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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3426
Aufman Associates
Pennsylvania
$994K -$58.1K -270 -6%
SLF
3427
Sun Life Financial
Ontario, Canada
$994K -$23.7K -110 -2%
UWPG
3428
Ullmann Wealth Partners Group
Florida
$992K +$84.5K +393 +10%
BJ
3429
Brouwer & Janachowski
California
$989K -$9.25K -43 -1%
TWA
3430
Tillar-Wenstrup Advisors
Ohio
$985K +$236K +1,098 +33%
DWA
3431
Dougherty Wealth Advisers
Minnesota
$981K +$1.72K +8 +0.2%
EFG
3432
Everhart Financial Group
Ohio
$981K +$948K +4,411 New
PWA
3433
Peterson Wealth Advisors
Utah
$979K -$37.8K -176 -4%
ACM
3434
AUA Capital Management
Pennsylvania
$977K -$215 -1 -0%
CPC
3435
Consolidated Planning Corp
Georgia
$976K +$8.39K +39 +0.9%
CCMW
3436
Cypress Capital Management (Wyoming)
Wyoming
$974K +$30.7K +143 +3%
HCA
3437
Heck Capital Advisors
Wisconsin
$974K -$2.37K -11 -0.3%
BPGAM
3438
BTG Pactual Global Asset Management
Bermuda
$972K – – –
AFS
3439
Axiom Financial Strategies
Indiana
$971K – – –
BHWA
3440
Beacon Harbor Wealth Advisors
Virginia
$969K +$937K +4,358 New
AWM
3441
Act Wealth Management
Texas
$968K +$936K +4,351 New
ML
3442
McAdam LLC
Pennsylvania
$959K +$18.3K +85 +2%
CI
3443
CAZ Investments
Texas
$956K – – –
VBFP
3444
Valtinson Bruner Financial Planning
Minnesota
$956K +$72K +335 +8%
EE
3445
EWG Elevate
California
$950K -$39.1K -182 -4%
FFG
3446
Ford Financial Group
California
$945K -$18.5K -86 -2%
WCM
3447
Windsor Capital Management
Arizona
$945K +$2.79K +13 +0.3%
LAI
3448
Legal Advantage Investments
California
$945K +$914K +4,250 New
PCA
3449
Private Capital Advisors
Connecticut
$944K +$645 +3 +0.1%
MWC
3450
MBM Wealth Consultants
Missouri
$940K -$75.9K -353 -8%
136 137
138
139 140