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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3151
One Wealth Advisors
California
$656K -$38.9K -840 -6%
WB
3152
West Bancorporation
Iowa
$655K -$15.8K -340 -3%
VAFP
3153
Vahanian & Associates Financial Planning
New York
$654K -$73.2K -1,580 -11%
GHA
3154
GW Henssler & Associates
Georgia
$653K +$11.6K +250 +2%
JWM
3155
JFG Wealth Management
Colorado
$653K +$611K +13,190 New
YCG
3156
Yeomans Consulting Group
Georgia
$652K +$610K +13,160 New
PCS
3157
Private Client Services
Kentucky
$651K +$609K +13,150 New
NF
3158
Nvest Financial
New Hampshire
$650K +$199K +4,300 +49%
KFA
3159
Kelleher Financial Advisors
New York
$649K +$1.39K +30 +0.2%
CWM
3160
Castle Wealth Management
Florida
$648K +$22.2K +480 +4%
JWA
3161
JFS Wealth Advisors
Pennsylvania
$647K -$394K -8,500 -39%
KWM
3162
Koa Wealth Management
California
$646K +$604K +13,040 New
FZCM
3163
Flynn Zito Capital Management
New York
$645K +$45K +970 +8%
WAG
3164
Windsor Advisory Group
Ohio
$640K -$2.02M -43,500 -77%
SMG
3165
Smart Money Group
Texas
$640K +$67.7K +1,460 +13%
HP
3166
Holistic Planning
Texas
$638K +$597K +12,890 New
AWM
3167
Aries Wealth Management
Maine
$638K -$26.9K -580 -4%
BRM
3168
Boston Research & Management
Massachusetts
$638K +$348K +7,500 +139%
NIWA
3169
New Insight Wealth Advisors
California
$638K +$597K +12,880 New
IIA
3170
ICW Investment Advisors
Arizona
$638K +$36.1K +780 +6%
MFA
3171
Morling Financial Advisors
California
$637K -$67.2K -1,450 -10%
SRA
3172
Secured Retirement Advisors
Minnesota
$634K +$594K +12,810 New
RA
3173
Rise Advisors
New York
$634K +$73.7K +1,590 +14%
CWA
3174
CJM Wealth Advisers
Virginia
$634K – – –
BAG
3175
Bridgewealth Advisory Group
California
$633K -$10.2K -220 -2%
125 126
127
128 129