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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4001
Selective Wealth Management
Virginia
$2.41M -$134K -721 -5%
ACA
4002
Aspire Capital Advisors
Washington
$2.41M -$359K -1,931 -13%
EGWAG
4003
Elwood & Goetz Wealth Advisory Group
Georgia
$2.41M +$372K +1,999 +18%
FFS
4004
Fortress Financial Solutions
Arizona
$2.4M +$25.7K +138 +1%
CFO
4005
Collective Family Office
Pennsylvania
$2.4M +$455K +2,443 +23%
SLA
4006
Silver Lake Advisory
Utah
$2.4M -$17.7K -95 -0.7%
HAIM
4007
Hunter Associates Investment Management
Pennsylvania
$2.4M +$136K +729 +6%
WA
4008
WealthTrust Axiom
Pennsylvania
$2.39M +$45K +242 +2%
TCM
4009
TD Capital Management
Tennessee
$2.39M +$583K +3,134 +32%
CWM
4010
CCG Wealth Management
California
$2.39M +$137K +737 +6%
KGP
4011
Keystone Global Partners
Colorado
$2.39M -$255K -1,370 -10%
WW
4012
Waterfront Wealth
Kansas
$2.39M +$153K +823 +7%
2WWM
4013
21 West Wealth Management
California
$2.38M -$117K -629 -5%
OFA
4014
Oak Family Advisors
Illinois
$2.38M +$70.5K +379 +3%
AFG
4015
Allegheny Financial Group
Pennsylvania
$2.37M +$154K +829 +7%
SCA
4016
Scott Capital Advisors
Oregon
$2.37M +$32.2K +173 +1%
PPP
4017
Prism Planning Partners
Illinois
$2.37M +$2.36M +12,691 New
1CP
4018
17 Capital Partners
Arizona
$2.37M +$112K +601 +5%
SFS
4019
Sharp Financial Services
Pennsylvania
$2.37M -$124K -664 -5%
ANHIM
4020
Alan N. Hoffman Investment Management
Massachusetts
$2.36M +$22.7K +122 +1%
NLA
4021
Northern Lights Advisors
Washington
$2.36M +$2.36M +12,667 New
SWM
4022
Silverlake Wealth Management
Vermont
$2.36M -$27.4K -147 -1%
ACM
4023
Andina Capital Management
Utah
$2.36M +$64.8K +348 +3%
VDC
4024
Van Diest Capital
Iowa
$2.36M +$2.35M +12,650 New
PGF
4025
Plan Group Financial
Oklahoma
$2.35M -$497K -2,669 -17%
159 160
161
162 163