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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3151
Miller Wealth Advisors
Colorado
$93K +$215K +9,950 +1,843%
TCM
3152
Tradewinds Capital Management
Washington
$91.5K +$9.74K +450 +16%
DAC
3153
Dividend Assets Capital
South Carolina
$88K – – –
DCBT
3154
Dakota Community Bank & Trust
North Dakota
$84.2K +$19.3K +890 +42%
FSWA
3155
Financial Synergies Wealth Advisors
Texas
$81.9K +$433 +20 +0.7%
CMA
3156
Cedar Mountain Advisors
Oregon
$81.8K – – –
SSC
3157
Syverson Strege & Co
Iowa
$74.4K +$58K +2,680 New
PP
3158
Pacifica Partners
Canada
$73.8K +$45.9K +2,120 +342%
CCC
3159
Chelsea Counsel Company
California
$69.4K – – –
LFA
3160
Level Financial Advisors
New York
$64.2K -$2.16K -100 -4%
RFG
3161
RFP Financial Group
Georgia
$63.9K -$176K -8,130 -78%
HWM
3162
Horizons Wealth Management
North Carolina
$61.1K – – –
DCM
3163
Disciplina Capital Management
Tennessee
$60.4K -$4.54K -210 -9%
GC
3164
Gould Capital
Washington
$59.7K – – –
MIM
3165
Macroview Investment Management
Maryland
$58.3K -$39.8K -1,840 -47%
BWS
3166
Buck Wealth Strategies
Colorado
$56.9K +$44.4K +2,050 New
UCB
3167
United Community Bank
South Carolina
$55.6K -$173K -8,000 -80%
BFPW
3168
BOK Financial Private Wealth
Colorado
$55.6K – – –
VWM
3169
Valley Wealth Managers
New Jersey
$54.5K -$12.1K -560 -22%
GA
3170
GoalVest Advisory
New York
$54.2K – – –
TAIM
3171
TD Ameritrade Investment Management
Nebraska
$51K -$18.2K -840 -31%
DF
3172
DecisionPoint Financial
Arizona
$48.9K – – –
CP
3173
Castleview Partners
Texas
$47.8K +$19K +880 +105%
CAM
3174
Costello Asset Management
Pennsylvania
$47.2K – – –
2L
3175
25 LLC
Missouri
$46.4K +$34.4K +1,590 New
125 126
127
128 129