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Name Holding Trade Value Shares
Change 		Change in
Stake
NCMW
4226
Northern Capital Management (Washington)
Washington
$875K +$20K +145 +2%
GWAG
4227
Garrett Wealth Advisory Group
Texas
$874K +$59.3K +430 +7%
PCWA
4228
Pacific Capital Wealth Advisors
California
$873K -$15K -109 -2%
CMAI
4229
Capital Management Associates Inc
Minnesota
$873K +$7.17K +52 +0.8%
PWH
4230
Priebe Wealth Holdings
Minnesota
$872K +$103K +744 +13%
MWS
4231
MFA Wealth Services
California
$872K +$895K +6,490 New
WAG
4232
Wheelhouse Advisory Group
Missouri
$871K +$13.5K +98 +2%
IF
4233
Ironwood Financial
Arizona
$871K +$14.3K +104 +2%
OFP
4234
OFC Financial Planning
New Jersey
$871K +$894K +6,483 New
SPA
4235
Sherbrooke Park Advisers
New York
$870K -$488K -3,541 -35%
BSG
4236
Black Swift Group
Colorado
$866K +$456K +3,309 +105%
TFG
4237
Tull Financial Group
Virginia
$865K +$1.24K +9 +0.1%
PCI
4238
Planning Center Inc
Illinois
$865K -$27.6K -200 -3%
MAM
4239
Mainsail Asset Management
Alabama
$864K +$138 +1 +0%
VAF
4240
Values Added Financial
District of Columbia
$864K -$297K -2,156 -25%
FTC
4241
Farmers Trust Company
Ohio
$862K -$97.7K -709 -10%
SWA
4242
Serenus Wealth Advisors
California
$856K +$878K +6,371 New
WGCA
4243
Wolf Group Capital Advisors
Virginia
$855K – – –
FFP
4244
Freedom Financial Partners
Minnesota
$853K +$876K +6,355 New
TWM
4245
TSA Wealth Management
Texas
$853K -$7.86K -57 -0.9%
OGF
4246
Orin Green Financial
California
$851K -$874K -6,340 Closed
SRWM
4247
Shira Ridge Wealth Management
California
$850K +$126K +914 +17%
HDIM
4248
Hanson & Doremus Investment Management
Vermont
$850K +$62.4K +453 +8%
ICM
4249
Intrepid Capital Management
Florida
$850K +$689 +5 +0.1%
VAMG
4250
Voisard Asset Management Group
Michigan
$849K +$13.9K +101 +2%
168 169
170
171 172