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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2201
Financial Perspectives
Minnesota
$294K – – –
DL
2202
DOHJ LLC
Washington
$293K +$10.2K +36 +3%
PWM
2203
Peterson Wealth Management
Nevada
$293K +$29.8K +105 +10%
RWI
2204
Red Wave Investments
Pennsylvania
$292K -$4.26K -15 -1%
FFWM
2205
Future Financial Wealth Management
Ohio
$291K – – –
RWA
2206
River Wealth Advisors
Pennsylvania
$291K +$1.42K +5 +0.4%
GC
2207
Garde Capital
Washington
$291K +$26.1K +92 +9%
LC
2208
Lunia Capital
Texas
$291K +$27K +95 +9%
JWM
2209
Jeppson Wealth Management
California
$290K -$4.26K -15 -1%
GA
2210
Gateway Advisory
New Jersey
$290K -$3.12K -11 -1%
BMWM
2211
Brown Miller Wealth Management
Virginia
$288K -$6.81K -24 -2%
AMM
2212
American Money Management
California
$288K – – –
KS
2213
Karpas Strategies
Connecticut
$287K – – –
ARC
2214
Advisor Resource Council
Texas
$286K -$578K -2,037 -65%
BCM
2215
Bridgeway Capital Management
Texas
$286K – – –
TAM
2216
Taurus Asset Management
New York
$286K – – –
PRWA
2217
Platte River Wealth Advisors
Colorado
$286K +$312K +1,100 New
TCM
2218
Tradewinds Capital Management
Washington
$285K -$6.53K -23 -2%
VIM
2219
Vista Investment Management
Pennsylvania
$285K – – –
SCA
2220
Stonebridge Capital Advisors
Minnesota
$285K +$1.42K +5 +0.5%
MFG
2221
Magnus Financial Group
New York
$284K – – –
SAM
2222
SignalPoint Asset Management
Missouri
$284K +$28.1K +99 +10%
AIA
2223
Angeles Investment Advisors
California
$284K +$57K +201 +23%
BMO
2224
Beck Mack & Oliver
New York
$284K +$309K +1,090 New
FFG
2225
Fortem Financial Group
California
$283K -$28.4K -100 -8%
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