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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2326
Concentrum Wealth Management
California
$221K +$230K +909 New
SMA
2327
Sage Mountain Advisors
Georgia
$221K +$230K +909 New
HWM
2328
Hemington Wealth Management
Virginia
$218K -$12.4K -49 -5%
AIA
2329
Angeles Investment Advisors
California
$217K -$46.2K -183 -17%
LWP
2330
Legacy Wealth Planning
Nevada
$217K – – –
DDPIC
2331
Deroy & Devereaux Private Investment Counsel
Michigan
$216K +$225K +891 New
CWM
2332
CCG Wealth Management
California
$215K +$2.52K +10 +1%
WFA
2333
Wellspring Financial Advisors
Ohio
$215K +$8.33K +33 +1%
SIM
2334
Sonora Investment Management
Arizona
$214K +$16.9K +67 +8%
NC
2335
NinePointTwo Capital
California
$214K +$223K +883 New
AFG
2336
Alterity Financial Group
Maine
$214K +$467K +1,850 New
G
2337
GenTrust
Florida
$213K +$230K +910 New
ARG
2338
Advisory Resource Group
Oklahoma
$212K -$11.6K -46 -5%
FA
2339
Financial Advisors
Massachusetts
$212K – – –
EWA
2340
Evolution Wealth Advisors
Florida
$211K -$303K -1,198 -58%
CWM
2341
Chesapeake Wealth Management
Virginia
$211K – – –
PP
2342
Pacifica Partners
Canada
$211K +$11.9K +47 +6%
SAM
2343
SignalPoint Asset Management
Missouri
$211K +$219K +868 New
WPA
2344
West Paces Advisors
Georgia
$210K +$52.8K +209 +32%
SW
2345
SkyOak Wealth
Michigan
$210K +$195K +773 New
HWA
2346
HHM Wealth Advisors
Tennessee
$209K -$74.7K -296 -26%
LIA
2347
LBMC Investment Advisors
Tennessee
$209K -$3.79K -15 -2%
RIM
2348
Rockbridge Investment Management
New York
$209K +$11.4K +45 +6%
PA
2349
PSI Advisors
Florida
$208K +$216K +857 New
WOC
2350
West Oak Capital
California
$206K -$6.31K -25 -3%
92 93
94
95 96