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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1301
PFG Private Wealth Management
Florida
$575K -$20.3K -550 -4%
RPWA
1302
Regent Peak Wealth Advisors
Georgia
$574K -$7.74K -210 -2%
CL
1303
CSS LLC
Illinois
$573K – – –
DFG
1304
Delta Financial Group
New Jersey
$569K +$182K +4,930 +62%
WEG
1305
World Equity Group
Illinois
$569K -$16.8M -456,520 -97%
GWSG
1306
GPS Wealth Strategies Group
Colorado
$567K +$105K +2,860 +29%
VHAM
1307
Van Hulzen Asset Management
California
$567K -$378K -10,270 -44%
KLI
1308
Kelman-Lazarov Inc
Tennessee
$567K +$8.1K +220 +2%
CCA
1309
Column Capital Advisors
Indiana
$566K -$61.1K -1,660 -11%
EFS
1310
Essex Financial Services
Connecticut
$566K -$11.1K -300 -2%
HWM
1311
Hemington Wealth Management
Virginia
$566K -$40.5K -1,100 -8%
EA
1312
Ellsworth Advisors
Ohio
$566K -$76.2K -2,070 -14%
LPAM
1313
Lodestar Private Asset Management
California
$566K – – –
MFG
1314
MidWestOne Financial Group
Iowa
$563K +$149K +4,050 +46%
MCM
1315
McDonough Capital Management
Florida
$560K -$14.7K -400 -3%
SPP
1316
Single Point Partners
Massachusetts
$559K -$11.8K -320 -2%
AWA
1317
Aaron Wealth Advisors
Illinois
$552K +$110K +2,980 +31%
TIA
1318
Tiemann Investment Advisors
California
$551K +$9.21K +250 +2%
HR
1319
Howe & Rusling
New York
$550K -$56.7K -1,540 -11%
LWM
1320
Laidlaw Wealth Management
New York
$549K +$151K +4,090 +49%
AIP
1321
Almanack Investment Partners
Pennsylvania
$547K +$368 +10 +0.1%
SIC
1322
SFE Investment Counsel
California
$544K -$12.9K -350 -3%
HCP
1323
Hexagon Capital Partners
Arkansas
$544K -$4.79K -130 -1%
AF
1324
Alerus Financial
North Dakota
$543K +$5.53K +150 +1%
PL
1325
Parkwood LLC
Ohio
$542K +$453K +12,310 New
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