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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
4176
IVC Wealth Advisors
Pennsylvania
$668K -$3.12K -13 -0.5%
SWAG
4177
Spectrum Wealth Advisory Group
California
$667K +$19K +79 +3%
CWM
4178
Collaborative Wealth Management
Florida
$667K +$6.96K +29 +1%
BIA
4179
Bell Investment Advisors
California
$667K +$132K +551 +25%
LFS
4180
Lutz Financial Services
Nebraska
$666K +$42.7K +178 +7%
EA
4181
Eclectic Associates
California
$663K +$960 +4 +0.1%
C1AG
4182
Client 1st Advisory Group
Florida
$661K – – –
WA
4183
Waterford Advisors
New York
$661K +$661K +2,756 New
SWP
4184
ShoreHaven Wealth Partners
New Jersey
$660K -$237K -987 -26%
ODFS
4185
O'Donnell Financial Services
California
$659K -$7.68K -32 -1%
IAA
4186
Ironsides Asset Advisors
North Carolina
$659K -$11.5K -48 -2%
RWA
4187
Redmont Wealth Advisors
Illinois
$658K +$107K +445 +19%
BF
4188
Brogan Financial
Tennessee
$658K +$659K +2,744 New
IIA
4189
Integral Investment Advisors
California
$653K – – –
CPCM
4190
Cardinal Point Capital Management
Ontario, Canada
$651K +$651K +2,714 New
CPWMP
4191
Cardinal Point Wealth Management Partners
California
$651K +$651K +2,714 New
JA
4192
JVL Associates
Michigan
$649K +$8.16K +34 +1%
MFA
4193
Morling Financial Advisors
California
$649K +$55.2K +230 +9%
SI
4194
Shaker Investments
Ohio
$648K -$2.51M -10,465 -79%
BMD
4195
Better Money Decisions
New Mexico
$647K +$27.4K +114 +4%
BRA
4196
Biechele Royce Advisors
Indiana
$645K +$124K +515 +24%
HP
4197
Hyperion Partners
Pennsylvania
$644K +$645K +2,686 New
TLA
4198
Tanglewood Legacy Advisors
Texas
$644K +$644K +2,684 New
FFAM
4199
Forge First Asset Management
Canada
$643K +$644K +2,683 New
CWA
4200
Centennial Wealth Advisory
Michigan
$641K +$126K +523 +24%
166 167
168
169 170