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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
5326
Integris Wealth Management
California
$605K +$94.6K +460 +18%
SCA
5327
Stokes Capital Advisors
South Carolina
$605K +$622K +3,025 New
LAA
5328
Liberty Atlantic Advisors
Texas
$604K +$62.5K +304 +11%
CW
5329
CrossGen Wealth
North Carolina
$604K +$149K +724 +32%
QWM
5330
Quaker Wealth Management
New Jersey
$603K +$16.7K +81 +3%
CAP
5331
Columbia Advisory Partners
Washington
$603K -$30.4K -148 -5%
GVCM
5332
Global View Capital Management
Wisconsin
$602K +$132K +643 +27%
VM
5333
VPR Management
Texas
$600K – – –
WA
5334
Wilmar Advisors
Florida
$600K +$206K +1,000 +50%
HA
5335
HFG Advisors
Ohio
$596K -$115K -560 -16%
FF
5336
Fortitude Financial
Washington
$595K -$29.8K -145 -5%
SAP
5337
Strategic Advisory Partners
North Carolina
$592K +$206 +1 +0%
OAG
5338
Oakmont Advisory Group
New Mexico
$590K +$25.9K +126 +4%
BWM
5339
Buska Wealth Management
Wisconsin
$590K +$162K +786 +36%
BF
5340
Blankinship & Foster
California
$590K -$177K -860 -23%
TIP
5341
Torray Investment Partners
Maryland
$588K -$24.1K -117 -4%
4PL
5342
46 Peaks LLC
Pennsylvania
$587K +$603K +2,935 New
AWP
5343
Accretive Wealth Partners
New Jersey
$584K -$822 -4 -0.1%
WFL
5344
Wealth Forward LLC
North Dakota
$583K +$4.73K +23 +0.8%
HIA
5345
Highland Investment Advisors
Florida
$583K +$599K +2,913 New
PWM
5346
PMG Wealth Management
Illinois
$582K -$9.25K -45 -2%
AP
5347
Aspect Partners
Virginia
$582K -$64.4K -313 -10%
AA
5348
Advisory Advocates
Michigan
$582K +$9.46K +46 +2%
MWP
5349
MYCIO Wealth Partners
Pennsylvania
$581K -$822 -4 -0.1%
PF
5350
PlanVest Financial
Maryland
$580K +$34.7K +169 +6%
212 213
214
215 216