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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2076
Prentice Wealth Management
New York
$281K -$5.77K -35 -2%
CIAS
2077
CFS Investment Advisory Services
New Jersey
$281K – – –
VWA
2078
Visionary Wealth Advisors
Illinois
$281K +$165 +1 +0.1%
DP
2079
Denver PWM
Colorado
$281K +$31.7K +192 +13%
CWM
2080
C2C Wealth Management
Arizona
$281K +$277K +1,682 New
CWM
2081
Cabot Wealth Management
Massachusetts
$280K – – –
OIS
2082
Okabena Investment Services
Minnesota
$280K +$237K +1,437 +591%
ISWM
2083
Independent Solutions Wealth Management
New York
$279K +$37.9K +230 +16%
FC
2084
Ferris Capital
Massachusetts
$279K – – –
IAG
2085
Investmark Advisory Group
Connecticut
$279K +$277K +1,677 New
LA
2086
LexAurum Advisors
Kansas
$278K -$28.7K -174 -9%
AL
2087
ADE LLC
Maryland
$278K +$3.13K +19 +1%
COF
2088
Capital One Financial
Virginia
$278K +$3.96K +24 +1%
BWG
2089
Beta Wealth Group
California
$276K – – –
HT
2090
Heritage Trust
Oklahoma
$275K -$29K -176 -10%
KMC
2091
Kirr Marbach & Co
Indiana
$275K – – –
BFS
2092
Bard Financial Services
Connecticut
$274K – – –
NIMI
2093
Natixis Investment Managers International
France
$274K +$272K +1,649 New
RFN
2094
RDA Financial Network
Iowa
$273K -$151K -913 -36%
SP
2095
Successful Portfolios
Florida
$273K – – –
FNFDCM
2096
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$273K +$825 +5 +0.3%
VCG
2097
Vantage Consulting Group
Virginia
$272K +$9.07K +55 +3%
SA
2098
Syntax Advisors
New York
$272K +$269K +1,633 New
TFA
2099
Trinity Financial Advisors
Ohio
$270K – – –
CST
2100
Charles Schwab Trust
Nevada
$270K +$267K +1,617 New
82 83
84
85 86