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Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
4251
Opus Capital Group
Ohio
$722K -$113K -442 -15%
TFG
4252
Tilson Financial Group
New Jersey
$720K +$1.53K +6 +0.2%
OGF
4253
Orin Green Financial
California
$720K -$109K -428 -15%
IDA
4254
Intelligence Driven Advisers
California
$718K -$26.5K -104 -4%
RCG
4255
Resource Consulting Group
Florida
$716K +$2.55K +10 +0.4%
DP
4256
Denver PWM
Colorado
$715K -$282K -1,107 -32%
CIS
4257
Continental Investors Services
Washington
$712K +$1.27K +5 +0.2%
UWM
4258
USAdvisors Wealth Management
Minnesota
$711K +$29.6K +116 +5%
FWM
4259
ForthRight Wealth Management
Georgia
$711K +$131K +512 +26%
EWM
4260
Endowment Wealth Management
Wisconsin
$709K +$2.81K +11 +0.4%
CCA
4261
Covey Capital Advisors
Georgia
$706K – – –
SMG
4262
Smart Money Group
Texas
$704K +$15.1K +59 +3%
HFW
4263
Horizon Family Wealth
Illinois
$702K +$6.89K +27 +1%
PBF
4264
Petix & Botte Financial
California
$702K +$621K +2,434 New
MWA
4265
Monograph Wealth Advisors
California
$700K -$217K -850 -26%
TAM
4266
Tucker Asset Management
Colorado
$699K +$58.9K +231 +11%
NFP
4267
Narus Financial Partners
Utah
$699K -$18.4K -72 -3%
AA
4268
AJ Advisors
Tennessee
$697K -$14K -55 -2%
BWA
4269
BlueSky Wealth Advisors
North Carolina
$697K -$14.8K -58 -2%
WA
4270
WESPAC Advisors
California
$696K -$6.68M -26,196 -92%
GCL
4271
Gouws Capital LLC
North Carolina
$695K -$20.9K -82 -3%
CFC
4272
Coyle Financial Counsel
Illinois
$692K +$7.65K +30 +1%
BHWA
4273
Beacon Harbor Wealth Advisors
Virginia
$692K -$765K -3,000 -56%
WIC
4274
Wilkins Investment Counsel
Massachusetts
$692K -$51K -200 -8%
SW
4275
Simplicity Wealth
New Jersey
$691K -$42.9K -168 -7%
169 170
171
172 173