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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3451
Townsend & Associates
Colorado
$232K +$7.57K +46 +3%
MAP
3452
Milestone Advisory Partners
North Carolina
$232K +$8.22K +50 +4%
GM
3453
GeoWealth Management
Illinois
$230K +$9.87K +60 +4%
RHJA
3454
Rice Hall James & Associates
California
$229K -$65.8K -400 -22%
RP
3455
Reinhart Partners
Wisconsin
$229K -$16.4K -100 -6%
RW
3456
RVW Wealth
California
$229K +$239K +1,453 New
OWA
3457
One Wealth Advisors
California
$227K -$26K -158 -10%
SG
3458
Strid Group
Pennsylvania
$227K -$19.6K -119 -8%
WFPG
3459
Waller Financial Planning Group
Ohio
$227K +$237K +1,440 New
HCM
3460
Howard Capital Management
Georgia
$225K -$266K -1,618 -54%
TWP
3461
Total Wealth Planning
Ohio
$222K +$232K +1,410 New
HWA
3462
Heartwood Wealth Advisors
Virginia
$221K -$3.62K -22 -2%
DMK
3463
David M. Knott
$221K – – –
RRC
3464
Relaxing Retirement Coach
Massachusetts
$217K – – –
FWM
3465
Filbrandt Wealth Management
Wisconsin
$216K +$5.26K +32 +2%
PWS
3466
Paragon Wealth Strategies
Florida
$215K -$195K -1,183 -46%
WA
3467
Wealthstar Advisors
Texas
$215K +$329 +2 +0.1%
BCM
3468
Birmingham Capital Management
Alabama
$215K +$224K +1,365 New
JWCA
3469
J.W. Cole Advisors
Florida
$214K -$7.88M -47,902 -97%
BA
3470
Ballew Advisors
Mississippi
$214K -$63.1K -384 -22%
BF
3471
Blankinship & Foster
California
$213K – – –
SFA
3472
Spectrum Financial Alliance
Kentucky
$213K – – –
FA
3473
Faithward Advisors
Pennsylvania
$208K -$49.7K -302 -19%
S
3474
Seeyond
France
$204K +$659K +4,007 +11%
WA
3475
WP Advisors
California
$203K +$212K +1,289 New
137 138
139
140 141