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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
3676
Affinity Capital Advisors
California
$939K +$81.2K +803 +12%
UL
3677
Unionview LLC
Washington
$939K -$28.3K -280 -4%
SIMG
3678
Stephens Investment Management Group
Texas
$936K -$219K -2,170 -22%
RI
3679
Ridgewood Investments
New Jersey
$936K +$50.6K +500 +7%
IPW
3680
Intergy Private Wealth
Colorado
$936K +$40.4K +400 +6%
CIA
3681
Caerus Investment Advisors
Texas
$934K +$21.2K +210 +3%
TCM
3682
Tandem Capital Management
New Jersey
$934K -$83.9K -830 -10%
PRS
3683
Pinkerton Retirement Specialists
Idaho
$933K -$172K -1,704 -18%
MA
3684
Mosaic Advisors
Texas
$933K +$364K +3,604 +91%
SMWM
3685
Silvia McColl Wealth Management
California
$933K +$10.3K +102 +1%
IPWA
3686
International Private Wealth Advisors
California
$928K +$270K +2,672 +55%
RWM
3687
Reston Wealth Management
Virginia
$928K +$4.14K +41 +0.5%
SC
3688
Schoolcraft Capital
Colorado
$927K – – –
PWM
3689
Paulson Wealth Management
Illinois
$925K +$26.2K +259 +4%
CCA
3690
Cottonwood Capital Advisors
Utah
$925K -$13.3K -132 -2%
SVWG
3691
Shared Vision Wealth Group
United States
$922K +$221K +2,181 +41%
HEIP
3692
Hudson Edge Investment Partners
New Jersey
$919K – – –
GWM
3693
Gibbs Wealth Management
Georgia
$918K +$408K +4,040 +119%
CCA
3694
Cadent Capital Advisors
Oklahoma
$917K +$751K +7,427 New
HCA
3695
Heck Capital Advisors
Wisconsin
$917K -$4.55K -45 -0.6%
VC
3696
Veery Capital
Delaware
$917K -$4.14K -41 -0.5%
TFP
3697
Traction Financial Partners
Wyoming
$915K +$123K +1,221 +20%
SDWMA
3698
Schneider Downs Wealth Management Advisors
Pennsylvania
$915K -$73.9K -731 -9%
WAOI
3699
Wealth Advisors of Iowa
Iowa
$915K +$51K +504 +7%
CA
3700
CapWealth Advisors
Tennessee
$913K +$285K +2,820 +62%
146 147
148
149 150