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Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
4001
Thompson Davis & Co
Virginia
$699K +$7.92K +30 +1%
HNWA
4002
Henrickson Nauta Wealth Advisors
Michigan
$695K +$8.98K +34 +1%
FPIS
4003
Financial Planning & Information Services
Wisconsin
$692K -$6.6K -25 -0.8%
AAM
4004
Austin Asset Management
Texas
$692K +$21.7K +82 +3%
LPP
4005
Life Planning Partners
Florida
$691K – – –
DCBT
4006
Dakota Community Bank & Trust
North Dakota
$688K +$780K +2,953 New
NP
4007
Ninepoint Partners
Ontario, Canada
$687K +$19.8K +75 +3%
GSC
4008
Ground Swell Capital
South Carolina
$686K +$150K +567 +24%
SCM
4009
Stordahl Capital Management
Colorado
$683K -$173K -656 -18%
AWA
4010
Archvest Wealth Advisors
California
$681K +$119K +452 +18%
MAM
4011
Marquette Asset Management
Minnesota
$679K -$5.54K -21 -0.7%
SCM
4012
Seascape Capital Management
New Hampshire
$677K +$227K +858 +42%
NRA
4013
NSI Retail Advisors
Pennsylvania
$676K -$79.2K -300 -9%
LFGH
4014
Lee Financial Group Hawaii
Hawaii
$676K -$40.4K -153 -5%
WFA
4015
Websterrogers Financial Advisors
South Carolina
$675K -$77.1K -292 -9%
DWM
4016
Defined Wealth Management
Oregon
$674K – – –
MC
4017
McMorgan & Co
California
$673K -$7.92K -30 -1%
WCP
4018
Wick Capital Partners
Pennsylvania
$672K +$264 +1 +0%
LWA
4019
Lowe Wealth Advisors
Maryland
$672K +$17.2K +65 +2%
KLI
4020
Kelman-Lazarov Inc
Tennessee
$672K +$116K +440 +18%
WA
4021
Wealthstar Advisors
Texas
$668K +$13.2K +50 +2%
OGF
4022
Orin Green Financial
California
$666K +$17.2K +65 +2%
NQWM
4023
Northwest Quadrant Wealth Management
Oregon
$661K +$57.3K +217 +8%
GCM
4024
G2 Capital Management
Ohio
$656K -$69.4K -263 -9%
HA
4025
HFG Advisors
Ohio
$656K +$82.9K +314 +13%
159 160
161
162 163