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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1801
BSW Wealth Partners
Colorado
$240K -$27.9K -300 -9%
OL
1802
OneFund LLC
Florida
$240K +$4.46K +48 +2%
JWM
1803
JPL Wealth Management
Colorado
$239K -$111K -1,196 -27%
MWP
1804
Madison Wealth Partners
Wisconsin
$238K – – –
MWA
1805
Martel Wealth Advisors
Washington
$238K -$836 -9 -0.3%
GIP
1806
Greatmark Investment Partners
Georgia
$237K -$1.21K -13 -0.4%
VCA
1807
Verdence Capital Advisors
Maryland
$237K -$93.3K -1,004 -24%
AIA
1808
Alera Investment Advisors
Illinois
$237K +$72.8K +783 +33%
ST
1809
Sabal Trust
Florida
$236K +$1.21K +13 +0.4%
DOA
1810
D'Orazio & Associates
Virginia
$235K -$10.6K -114 -4%
VC
1811
Vicus Capital
Pennsylvania
$234K -$100K -1,081 -26%
AC
1812
Allstate Corporation
Illinois
$232K -$77K -828 -21%
N
1813
Numerai
California
$232K +$286K +3,079 New
GA
1814
Geller Advisors
New York
$232K -$187K -2,015 -40%
WHG
1815
Westwood Holdings Group
Texas
$231K +$285K +3,070 New
SOAG
1816
Silver Oak Advisory Group
Oregon
$231K -$85K -915 -23%
QFA
1817
Quantum Financial Advisors
California
$231K – – –
GAM
1818
Gould Asset Management
California
$230K – – –
BIG
1819
Builder Investment Group
Georgia
$230K – – –
TWM
1820
TMD Wealth Management
Arizona
$230K – – –
AIM
1821
Acropolis Investment Management
Missouri
$229K -$6.97K -75 -2%
SGK
1822
Steigerwald Gordon & Koch
Virginia
$229K -$2.23K -24 -0.8%
MAM
1823
Magellan Asset Management
Australia
$228K -$221K -2,381 -44%
CA
1824
Crewe Advisors
Utah
$228K +$82.4K +887 +41%
MGAM
1825
McGowan Group Asset Management
Texas
$228K +$93 +1 +0%
71 72
73
74 75