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Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
6051
St Louis Trust
Missouri
$267K -$350K -836 -54%
EFP
6052
Envision Financial Planning
Tennessee
$266K -$3.35K -8 -1%
MWP
6053
MYCIO Wealth Partners
Pennsylvania
$266K +$5.02K +12 +2%
HF
6054
Holcombe Financial
Georgia
$265K +$9.62K +23 +3%
BWM
6055
Buska Wealth Management
Wisconsin
$264K +$9.62K +23 +3%
IWM
6056
Inlight Wealth Management
Georgia
$263K – – –
5SA
6057
5th Street Advisors
Connecticut
$263K -$111K -266 -27%
BWA
6058
BCU Wealth Advisors
Illinois
$263K – – –
RCM
6059
Rivernorth Capital Management
Florida
$261K +$295K +706 New
DFS
6060
Demming Financial Services
Ohio
$259K -$22.6K -54 -7%
PGWA
6061
Plus Group Wealth Advisors
Wisconsin
$258K +$15.1K +36 +5%
WCM
6062
Westend Capital Management
California
$257K -$5.02K -12 -2%
GWMI
6063
Guardian Wealth Management (Illinois)
Illinois
$257K -$101K -241 -26%
S4W
6064
Solutions 4 Wealth
Texas
$255K -$3.35K -8 -1%
AC
6065
Applied Capital
Arkansas
$254K -$44.4K -106 -13%
EI
6066
eCIO Inc
Wisconsin
$253K +$4.18K +10 +1%
VERPA
6067
Virginia Estate & Retirement Planning Advisors
Virginia
$253K +$286K +684 New
SWA
6068
Safir Wealth Advisors
New Hampshire
$252K -$136K -326 -32%
DB
6069
Dravo Bay
Delaware
$251K -$6.28K -15 -2%
SWM
6070
Schwallier Wealth Management
Michigan
$251K +$2.93K +7 +1%
ACM
6071
Altrius Capital Management
North Carolina
$251K +$837 +2 +0.3%
SWM
6072
Stapp Wealth Management
Washington
$250K – – –
PSIWM
6073
Paradigm Strategies in Wealth Management
Minnesota
$250K +$283K +676 New
IFA
6074
Interactive Financial Advisors
Illinois
$249K +$60.7K +145 +27%
BCM
6075
Basso Capital Management
Connecticut
$248K -$988K -2,360 -78%
241 242
243
244 245