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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
5251
Brightwater Advisory
Florida
$994K -$61.5K -147 -5%
EFA
5252
Englebert Financial Advisers
Pennsylvania
$994K +$1M +2,400 +842%
MSWA
5253
Marshall & Sterling Wealth Advisors
New York
$992K +$20.9K +50 +2%
C
5254
Covestor
United Kingdom
$991K -$376K -898 -25%
PPWM
5255
Premier Private Wealth Management
Florida
$991K -$18.8K -45 -2%
OAM
5256
Oberweis Asset Management
Illinois
$987K – – –
BPW
5257
BLVD Private Wealth
Kentucky
$985K -$178K -426 -14%
WA
5258
Waterford Advisors
New York
$984K +$5.02K +12 +0.4%
MI
5259
Moneywise Inc
Virginia
$984K – – –
HCC
5260
Hirtle Callaghan & Co
Pennsylvania
$984K -$220K -525 -16%
LFA
5261
Lauterbach Financial Advisors
Texas
$983K – – –
HG
5262
Harbor Group
New Hampshire
$982K +$84.9K +203 +8%
HHWM
5263
Hiley Hunt Wealth Management
Nebraska
$980K -$6.28K -15 -0.6%
SWP
5264
Stone Wealth Partners
Louisiana
$980K +$214K +512 +24%
CCP
5265
Cushing Capital Partners
Wisconsin
$979K -$50.2K -120 -4%
WAN
5266
Wealth Advisors Northwest
Oregon
$979K -$74.9K -179 -6%
NQWM
5267
Northwest Quadrant Wealth Management
Oregon
$978K -$28.9K -69 -3%
CGF
5268
Constant Guidance Financial
Massachusetts
$978K -$1.77M -4,240 -62%
TWA
5269
Trellis Wealth Advisors
California
$978K +$137K +327 +14%
MLRA
5270
Main Line Retirement Advisors
Montana
$977K -$58.2K -139 -5%
MWM
5271
Melfa Wealth Management
Massachusetts
$976K +$5.86K +14 +0.5%
BAWM
5272
Bennett Associates Wealth Management
Pennsylvania
$975K +$4.6K +11 +0.4%
DIA
5273
Dean Investment Associates
Ohio
$975K -$44.4K -106 -4%
G
5274
GuidedMoney
Wisconsin
$974K -$35.1K -84 -3%
CSIA
5275
Carl Stuart Investment Advisor
Texas
$974K +$433K +1,035 +65%
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