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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2551
Wealth Architects
California
$3.89M -$102K -1,012 -3%
WFC
2552
Western Financial Corp
California
$3.89M -$737K -7,287 -19%
CWM
2553
Centric Wealth Management
Illinois
$3.88M +$153K +1,509 +5%
CIC
2554
Crawford Investment Counsel
Georgia
$3.87M -$225K -2,230 -7%
VIA
2555
Virtus Investment Advisers
Connecticut
$3.87M -$262K -2,590 -8%
MWM
2556
Mattern Wealth Management
Kansas
$3.86M +$16.2K +160 +0.5%
CG
2557
CFO4Life Group
Texas
$3.85M +$20.2K +200 +0.6%
FA
2558
Fermata Advisors
California
$3.85M +$782K +7,731 +33%
FA
2559
Forefront Analytics
Pennsylvania
$3.84M +$1.39M +13,738 +79%
EAM
2560
Empirical Asset Management
Massachusetts
$3.84M -$5.25M -51,958 -59%
CCM
2561
Carderock Capital Management
Maryland
$3.84M +$3.14M +31,076 New
IWA
2562
IVC Wealth Advisors
Pennsylvania
$3.83M -$71.7K -709 -2%
RCM
2563
Raleigh Capital Management
North Carolina
$3.83M +$505K +4,999 +19%
TMWM
2564
Taylor & Morgan Wealth Management
Michigan
$3.82M -$207K -2,048 -6%
KFI
2565
Key Financial Inc
Pennsylvania
$3.82M +$140K +1,380 +5%
SCA
2566
Sander Capital Advisors
Washington
$3.81M +$3.12M +30,870 New
LWM
2567
LJI Wealth Management
Indiana
$3.81M +$3.12M +30,867 New
MIA
2568
MeadowBrook Investment Advisors
Michigan
$3.8M +$2.02K +20 +0.1%
FI
2569
Finivi Inc
Massachusetts
$3.8M -$304K -3,011 -9%
TIA
2570
Traphagen Investment Advisors
New Jersey
$3.79M +$227K +2,247 +8%
BCCM
2571
Bridge Creek Capital Management
Massachusetts
$3.79M -$263K -2,600 -8%
NWWA
2572
New Wave Wealth Advisors
Arkansas
$3.78M +$3.09M +30,607 New
OCM
2573
Orion Capital Management
California
$3.78M -$195K -1,928 -6%
GWM
2574
GSB Wealth Management
Connecticut
$3.77M -$886K -8,761 -22%
FFA
2575
Florida Financial Advisors
Florida
$3.76M +$523K +5,172 +20%
101 102
103
104 105