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Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
4276
Juncture Wealth Strategies
Arizona
$903K +$11.6K +37 +1%
JA
4277
JVL Associates
Michigan
$902K +$5.64K +18 +0.7%
TWP
4278
Tower Wealth Partners
Pennsylvania
$902K -$17.6K -56 -2%
MAM
4279
MMA Asset Management
Pennsylvania
$899K +$251K +802 +44%
CS
4280
Capital Square
Tennessee
$897K +$13.5K +43 +2%
AFIA
4281
America First Investment Advisors
Nebraska
$895K – – –
SCA
4282
Stuart Chaussee & Associates
California
$894K -$9.4K -30 -1%
P
4283
Palladiem
Pennsylvania
$894K -$6.27K -20 -0.8%
W
4284
WorthPointe
California
$892K +$305K +972 +59%
WA
4285
Waterford Advisors
New York
$892K -$55.5K -177 -6%
RWM
4286
Raffa Wealth Management
District of Columbia
$889K -$406K -1,296 -33%
SIMG
4287
Stephens Investment Management Group
Texas
$887K +$93.4K +298 +13%
C
4288
Covestor
United Kingdom
$886K -$4.7K -15 -0.6%
GCM
4289
Glaxis Capital Management
Florida
$885K – – –
FL
4290
Fort LP
Maryland
$883K +$127K +406 +19%
MFGP
4291
Marshall Financial Group (Pennsylvania)
Pennsylvania
$883K – – –
LI
4292
LVZ Inc
Michigan
$882K +$72.1K +230 +10%
MM
4293
MQS Management
New York
$879K +$809K +2,580 New
HAS
4294
Holland Advisory Services
Florida
$878K +$313 +1 +0%
AL
4295
ACAS LLC
California
$876K +$98.7K +315 +14%
GCWM
4296
Graham Capital Wealth Management
District of Columbia
$864K +$4.7K +15 +0.6%
HPCM
4297
Hunter Perkins Capital Management
Illinois
$864K -$79K -252 -9%
NQWM
4298
Northwest Quadrant Wealth Management
Oregon
$863K -$21.3K -68 -3%
SW
4299
SMART Wealth
Nebraska
$860K -$158K -505 -17%
BWP
4300
Bernardo Wealth Planning
Pennsylvania
$859K -$29.8K -95 -4%
170 171
172
173 174