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Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
4701
Intelligent Financial Strategies
Minnesota
$1.97M -$553K -1,085 -22%
AWA
4702
Archvest Wealth Advisors
California
$1.97M -$316K -620 -14%
FNWA
4703
Financial Network Wealth Advisors
Utah
$1.97M +$5.1K +10 +0.3%
DWA
4704
Dougherty Wealth Advisers
Minnesota
$1.96M +$294K +577 +18%
NIA
4705
NBZ Investment Advisors
Tennessee
$1.96M +$466K +913 +32%
AWM
4706
Austin Wealth Management
Texas
$1.96M -$44.9K -88 -2%
SCM
4707
Saxony Capital Management
Missouri
$1.96M +$59.7K +117 +3%
ICMM
4708
Integrated Capital Management (Michigan)
Michigan
$1.96M +$9.69K +19 +0.5%
RA
4709
Rodgers & Associates
Pennsylvania
$1.96M -$74K -145 -4%
FWA
4710
FSC Wealth Advisors
New York
$1.95M -$10.7K -21 -0.6%
CWMG
4711
Compass Wealth Management (Georgia)
Georgia
$1.95M -$1.53K -3 -0.1%
SA
4712
Sage Advisors
Colorado
$1.95M -$48.5K -95 -2%
EAM
4713
Everstar Asset Management
North Carolina
$1.94M +$485K +951 +34%
TIAM2
4714
Tru Independence Asset Management 2
Oregon
$1.94M -$10.2K -20 -0.5%
VIM
4715
Vista Investment Management
Pennsylvania
$1.94M -$43.4K -85 -2%
SPA
4716
Sentinel Pension Advisors
Massachusetts
$1.94M -$3.66M -7,183 -66%
TF
4717
Tenon Financial
New Jersey
$1.93M – – –
NEAM
4718
New England Asset Management
Connecticut
$1.93M -$426K -835 -18%
SWAG
4719
Spectrum Wealth Advisory Group
California
$1.92M -$37.2K -73 -2%
YCG
4720
Yeomans Consulting Group
Georgia
$1.92M -$25.5K -50 -1%
SCM
4721
Seascape Capital Management
New Hampshire
$1.92M +$147K +289 +8%
AFA
4722
Avant Financial Advisors
Texas
$1.92M +$510 +1 +0%
MI
4723
Motiv8 Investments
Florida
$1.91M +$224K +439 +13%
SFM
4724
Systematic Financial Management
New Jersey
$1.91M – – –
WA
4725
WESPAC Advisors
California
$1.91M +$282K +552 +18%
187 188
189
190 191