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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2851
Rise Advisors
New York
$558K -$11K -330 -2%
PFA
2852
Pinnacle Family Advisors
Missouri
$557K -$5.64K -170 -1%
BWM
2853
BCGM Wealth Management
Indiana
$554K +$435K +13,100 New
WAG
2854
Wallace Advisory Group
California
$554K – – –
KFA
2855
Kelleher Financial Advisors
New York
$553K – – –
PIM
2856
Progressive Investment Management
Oregon
$553K -$8.3K -250 -2%
QFA
2857
Quattro Financial Advisors
Texas
$553K +$434K +13,070 New
GHA
2858
GW Henssler & Associates
Georgia
$551K -$49.8K -1,500 -10%
SW
2859
Solidarity Wealth
Utah
$551K -$9.3K -280 -2%
SPW
2860
Sonoma Private Wealth
California
$551K +$433K +13,030 New
EA
2861
Emerald Advisors
Washington
$551K +$11.3K +340 +3%
GCA
2862
Greenwood Capital Associates
South Carolina
$549K -$167K -5,040 -28%
EWM
2863
Elmwood Wealth Management
California
$549K +$8.96K +270 +2%
PVAMC
2864
PPS&V Asset Management Consultants
Michigan
$549K -$21.2K -640 -5%
CIAS
2865
CFS Investment Advisory Services
New Jersey
$547K -$996 -30 -0.2%
WAG
2866
Windsor Advisory Group
Ohio
$547K – – –
TNA
2867
True North Advisors
Texas
$547K -$65.1K -1,960 -13%
THWM
2868
Taylor Hoffman Wealth Management
Virginia
$547K – – –
EWM
2869
Evermay Wealth Management
Virginia
$546K +$146K +4,390 +52%
DA
2870
DCM Advisors
New York
$543K +$171K +5,150 +67%
SL
2871
Sentinus LLC
Illinois
$542K -$16.6K -500 -4%
DBIA
2872
Dumont & Blake Investment Advisors
New Jersey
$542K +$664 +20 +0.2%
SHWM
2873
Silicon Hills Wealth Management
Texas
$542K +$88K +2,650 +26%
TS
2874
Tamar Securities
California
$542K +$60.1K +1,810 +16%
WA
2875
Waddell & Associates
Tennessee
$541K +$425K +12,800 New
113 114
115
116 117