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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
4076
Pacific Center for Financial Services
California
$1.34M +$238K +720 +20%
PCI
4077
Planning Center Inc
Illinois
$1.34M -$202K -611 -13%
RP
4078
Riverwater Partners
Wisconsin
$1.33M +$64.8K +196 +5%
IWP
4079
Innova Wealth Partners
Pennsylvania
$1.33M -$7.27K -22 -0.5%
HA
4080
HFG Advisors
Ohio
$1.32M +$272K +823 +24%
SPI
4081
Santori & Peters Inc
Pennsylvania
$1.32M +$330 +1 +0%
RTL
4082
Red Tortoise LLC
Georgia
$1.32M +$661 +2 +0%
PFM
4083
Peak Financial Management
Massachusetts
$1.32M -$111K -336 -7%
MRWM
4084
ML&R Wealth Management
Texas
$1.32M +$191K +578 +16%
CL
4085
COWA LLC
Oklahoma
$1.31M +$66.1K +200 +5%
ACH
4086
ArrowMark Colorado Holdings
Colorado
$1.31M +$62.5K +189 +5%
VAFP
4087
Vahanian & Associates Financial Planning
New York
$1.31M +$19.8K +60 +1%
BDF
4088
Black Diamond Financial
Maryland
$1.31M +$330 +1 +0%
BWM
4089
Blossom Wealth Management
California
$1.31M +$235K +710 +21%
KFS
4090
Kelly Financial Services
Massachusetts
$1.31M -$14.2K -43 -1%
SWM
4091
Selective Wealth Management
Virginia
$1.3M -$212K -642 -14%
DF
4092
Dunhill Financial
United Kingdom
$1.3M +$145K +440 +13%
MPW
4093
MA Private Wealth
California
$1.29M -$330 -1 -0%
DWA
4094
Delos Wealth Advisors
Texas
$1.29M -$17.8K -54 -1%
PIA
4095
Powell Investment Advisors
Florida
$1.28M +$274K +829 +26%
CWA
4096
Centennial Wealth Advisory
Michigan
$1.28M -$78.3K -237 -6%
PGWM
4097
Pitti Group Wealth Management
New York
$1.28M +$29.4K +89 +2%
FPWM
4098
FSB Premier Wealth Management
Iowa
$1.28M +$62.1K +188 +5%
W
4099
WorthPointe
California
$1.28M +$478K +1,446 +55%
MFG
4100
Monumental Financial Group
Maryland
$1.28M +$114K +345 +9%
162 163
164
165 166