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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
3151
FCA Corp
Texas
$660K +$927 +20 +0.2%
FCM
3152
Family Capital Management
Michigan
$657K +$17.1K +370 +3%
OWA
3153
One Wealth Advisors
California
$656K -$38.9K -840 -6%
WB
3154
West Bancorporation
Iowa
$655K -$15.8K -340 -3%
VAFP
3155
Vahanian & Associates Financial Planning
New York
$654K -$73.2K -1,580 -11%
GHA
3156
GW Henssler & Associates
Georgia
$653K +$11.6K +250 +2%
JWM
3157
JFG Wealth Management
Colorado
$653K +$611K +13,190 New
YCG
3158
Yeomans Consulting Group
Georgia
$652K +$610K +13,160 New
PCS
3159
Private Client Services
Kentucky
$651K +$609K +13,150 New
NF
3160
Nvest Financial
New Hampshire
$650K +$199K +4,300 +49%
KFA
3161
Kelleher Financial Advisors
New York
$649K +$1.39K +30 +0.2%
CWM
3162
Castle Wealth Management
Florida
$648K +$22.2K +480 +4%
JWA
3163
JFS Wealth Advisors
Pennsylvania
$647K -$394K -8,500 -39%
KWM
3164
Koa Wealth Management
California
$646K +$604K +13,040 New
FZCM
3165
Flynn Zito Capital Management
New York
$645K +$45K +970 +8%
WAG
3166
Windsor Advisory Group
Ohio
$640K -$2.02M -43,500 -77%
SMG
3167
Smart Money Group
Texas
$640K +$67.7K +1,460 +13%
HP
3168
Holistic Planning
Texas
$638K +$597K +12,890 New
AWM
3169
Aries Wealth Management
Maine
$638K -$26.9K -580 -4%
BRM
3170
Boston Research & Management
Massachusetts
$638K +$348K +7,500 +139%
NIWA
3171
New Insight Wealth Advisors
California
$638K +$597K +12,880 New
IIA
3172
ICW Investment Advisors
Arizona
$638K +$36.1K +780 +6%
MFA
3173
Morling Financial Advisors
California
$637K -$67.2K -1,450 -10%
SRA
3174
Secured Retirement Advisors
Minnesota
$634K +$594K +12,810 New
RA
3175
Rise Advisors
New York
$634K +$73.7K +1,590 +14%
125 126
127
128 129