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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
5126
Integrity Wealth Advisors
California
$816K -$81.1K -199 -8%
WFL
5127
Wealth Forward LLC
North Dakota
$812K – – –
JC
5128
Jentner Corp
Ohio
$811K – – –
BFA
5129
Brown Financial Advisory
Alabama
$810K +$616K +1,511 +233%
SIA
5130
Summit Investment Advisors
Maryland
$810K -$11K -27 -1%
TWM
5131
TSA Wealth Management
Texas
$807K +$29.8K +73 +4%
BWIA
5132
Bryant Woods Investment Advisors
New York
$806K -$408 -1 -0%
FWM
5133
ForthRight Wealth Management
Georgia
$804K -$6.12K -15 -0.7%
TC
5134
TAGStone Capital
North Carolina
$804K +$314K +769 +56%
BWG
5135
Balanced Wealth Group
Ohio
$803K +$815 +2 +0.1%
PIC
5136
Portland Investment Counsel
Ontario, Canada
$802K – – –
EW
5137
Entruity Wealth
California
$800K – – –
SHF
5138
Stage Harbor Financial
Massachusetts
$799K -$111K -272 -11%
CJ
5139
Caitlin John
Michigan
$798K -$85.2K -209 -9%
CFG
5140
Cornerstone Financial Group
Nebraska
$798K +$1.63K +4 +0.2%
TDC
5141
Thompson Davis & Co
Virginia
$797K -$13.9K -34 -2%
BI
5142
Binnacle Investments
Iowa
$796K +$864K +2,120 New
DC
5143
Darrow Company
Massachusetts
$792K +$5.3K +13 +0.6%
CWAF
5144
Core Wealth Advisors (Florida)
Florida
$792K +$103K +253 +14%
HWM
5145
Hobbs Wealth Management
Indiana
$790K -$334K -819 -28%
DI
5146
Disciplined Investments
Oklahoma
$790K +$130K +320 +18%
MIAS
5147
Mason Investment Advisory Services
Virginia
$785K +$408 +1 +0%
RA
5148
Resolute Advisors
California
$784K -$1.83M -4,479 -68%
HFS
5149
Hughes Financial Services
Virginia
$783K +$73.8K +181 +10%
LAM
5150
Lifestyle Asset Management
Texas
$783K +$303K +742 +55%
204 205
206
207 208