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Name Holding Trade Value Shares
Change 		Change in
Stake
SPL
4801
Smart Portfolios LLC
Washington
$365K -$11.7K -85 -3%
GPWA
4802
Great Point Wealth Advisors
Massachusetts
$365K – – –
HFS
4803
Horizon Financial Services
North Carolina
$365K +$34.9K +253 +10%
VBFG
4804
Vishria Bird Financial Group
Tennessee
$364K – – –
HCP
4805
Hardin Capital Partners
South Carolina
$363K +$29.4K +213 +9%
NFGCM
4806
Norman Fields Gottscho Capital Management
New York
$363K – – –
DWS
4807
Dynamic Wealth Strategies
California
$362K +$2.48K +18 +0.7%
FW
4808
FullCircle Wealth
Texas
$361K +$149K +1,082 +68%
DWM
4809
Denver Wealth Management
Colorado
$359K -$6.89K -50 -2%
DWM
4810
Defined Wealth Management
Oregon
$359K +$36.1K +262 +11%
TCM
4811
Twele Capital Management
Minnesota
$358K +$138 +1 +0%
CWM
4812
Core Wealth Management
Florida
$355K – – –
UWM
4813
USAdvisors Wealth Management
Minnesota
$353K +$6.2K +45 +2%
PPW
4814
Presilium Private Wealth
Pennsylvania
$352K +$47.8K +347 +15%
SIM
4815
Sterling Investment Management
Arizona
$352K -$27.6K -200 -7%
FW
4816
Fairway Wealth
Ohio
$352K -$24.9K -181 -6%
PA
4817
Planning Alternatives
Michigan
$352K +$24K +174 +7%
SGWM
4818
Sterling Group Wealth Management
California
$350K -$103K -747 -22%
RG
4819
Renaissance Group
Kentucky
$349K – – –
WH
4820
Wallace Hart
Kentucky
$349K +$13.4K +97 +4%
MSWA
4821
Marshall & Sterling Wealth Advisors
New York
$349K +$358K +2,596 New
SWM
4822
Sterling Wealth Management
Illinois
$348K -$202K -1,469 -36%
BAM
4823
Blueshift Asset Management
New Jersey
$348K -$1.42M -10,309 -80%
EF
4824
Exeter Financial
Arizona
$348K +$26.7K +194 +8%
IWM
4825
Inlight Wealth Management
Georgia
$347K +$356K +2,583 New
191 192
193
194 195