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Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
5701
Beacon Financial Planning
Massachusetts
$560K +$137K +327 +28%
BTIM
5702
BancFirst Trust & Investment Management
Oklahoma
$559K -$106K -254 -14%
PCM
5703
Praxis Capital Management
Illinois
$558K +$1.25K +3 +0.2%
SA
5704
Sunesis Advisors
Kansas
$558K +$178K +425 +39%
DA
5705
DCF Advisers
Connecticut
$555K +$628K +1,500 New
CFG
5706
Capital Financial Group
Colorado
$554K +$58.6K +140 +10%
CWM
5707
Chicago Wealth Management
Illinois
$551K +$41.4K +99 +7%
HSWS
5708
Higgins & Schmidt Wealth Strategies
Colorado
$550K +$837 +2 +0.1%
PFA
5709
Portland Financial Advisors
New York
$550K +$335K +800 +117%
KWM
5710
KMT Wealth Management
California
$549K -$58.6K -140 -9%
MWA
5711
Merkkuri Wealth Advisors
New York
$549K +$29.3K +70 +5%
CWM
5712
Collaborative Wealth Management
Florida
$549K -$1.08M -2,582 -64%
NECFA
5713
New England Capital Financial Advisors
Connecticut
$548K +$837 +2 +0.1%
GCWM
5714
Graham Capital Wealth Management
District of Columbia
$548K – – –
NA
5715
Networth Advisors
Pennsylvania
$547K +$72.4K +173 +13%
CW
5716
Cornerstone Wealth
Tennessee
$547K +$533K +1,274 New
AF
5717
Align Financial
Minnesota
$547K -$303M -723,953 -100%
JAA
5718
Joel Adams & Associates
North Carolina
$546K – – –
PA
5719
Prosperity Advisers
Pennsylvania
$544K +$19.2K +46 +3%
LWAM
5720
Legacy Wealth Asset Management
Minnesota
$543K +$275K +657 +81%
KFS
5721
Krane Financial Solutions
California
$540K +$611K +1,459 New
DWM
5722
Denver Wealth Management
Colorado
$539K +$35.1K +84 +6%
NI
5723
NCP Inc
California
$539K -$150K -359 -20%
WA
5724
Walsh & Associates
Florida
$539K -$127K -304 -17%
LWMI
5725
Legacy Wealth Management (Idaho)
Idaho
$538K +$44.4K +106 +8%
227 228
229
230 231