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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2051
Monograph Wealth Advisors
California
$214K +$184K +1,827 New
LWA
2052
Lineweaver Wealth Advisors
Ohio
$214K -$128K -1,272 -41%
SFA
2053
Seneca Financial Advisors
New York
$214K +$184K +1,828 New
EAM
2054
Evanson Asset Management
California
$214K +$184K +1,825 New
FTA
2055
Financial & Tax Architects
Missouri
$213K +$169K +1,680 New
CWM
2056
Cahaba Wealth Management
Georgia
$212K +$183K +1,814 New
GAM
2057
GEM Asset Management
Michigan
$212K +$183K +1,813 New
MWA
2058
Miller Wealth Advisors
Colorado
$212K +$86.9K +863 +82%
HCM
2059
Highlander Capital Management
New Jersey
$211K – – –
PGA
2060
Portland Global Advisors
Maine
$211K +$182K +1,807 New
MCM
2061
Monument Capital Management
Virginia
$211K +$181K +1,801 New
VST
2062
Van Strum & Towne
California
$211K +$181K +1,800 New
3F
2063
360 Financial
Minnesota
$210K – – –
YDMI
2064
Y.D. More Investments
Israel
$210K +$181K +1,793 New
PA
2065
Parkside Advisors
California
$210K +$181K +1,795 New
CC
2066
Courier Capital
New York
$210K +$180K +1,791 New
WC
2067
Woodstock Corp
Massachusetts
$209K -$162K -1,607 -47%
BCA
2068
Bay Colony Advisors
Massachusetts
$209K +$180K +1,784 New
CFS
2069
CRA Financial Services
New Jersey
$209K +$179K +1,782 New
SHGA
2070
Sand Hill Global Advisors
California
$208K +$179K +1,777 New
TCA
2071
Trifecta Capital Advisors
Illinois
$208K +$179K +1,775 New
VWM
2072
Valley Wealth Managers
New Jersey
$207K +$11.4K +113 +7%
AF
2073
Advisornet Financial
Minnesota
$207K -$127K -1,260 -42%
SCP
2074
Shorepoint Capital Partners
Massachusetts
$207K +$178K +1,765 New
PWM
2075
PBMares Wealth Management
Virginia
$206K +$177K +1,760 New
81 82
83
84 85