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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1851
WBH Advisory
Maryland
$320K -$109K -5,449 -26%
HWA
1852
HHM Wealth Advisors
Tennessee
$320K -$80.6K -4,043 -21%
PWM
1853
Purus Wealth Management
California
$320K -$53.7K -2,695 -15%
GFS
1854
GYL Financial Synergies
Connecticut
$318K -$93.8K -4,706 -24%
FTA
1855
Financial & Tax Architects
Missouri
$317K -$316K -15,854 -51%
FFA
1856
Fragasso Financial Advisors
Pennsylvania
$316K -$119K -5,945 -28%
MFT
1857
Moisand Fitzgerald Tamayo
Florida
$316K -$84.4K -4,234 -22%
RZH
1858
Relyea Zuckerberg Hanson
Connecticut
$316K -$45.1K -2,262 -13%
WCG
1859
Weaver Consulting Group
California
$315K -$108K -5,425 -27%
DWP
1860
Destiny Wealth Partners
Florida
$315K +$179K +8,959 +148%
PCMU
1861
Paragon Capital Management (Utah)
Utah
$314K -$96.9K -4,860 -24%
KWS
1862
Keystone Wealth Services
California
$314K -$112K -5,614 -27%
WKWM
1863
Walter & Keenan Wealth Management
Indiana
$314K -$107K -5,355 -26%
BOC
1864
Barbara Oil Co
Illinois
$314K -$96.9K -4,860 -24%
MA
1865
MBA Advisors
Pennsylvania
$314K -$96.6K -4,845 -24%
OWA
1866
One Wealth Advisors
California
$314K -$61.9K -3,106 -17%
HGERS
1867
Householder Group Estate & Retirement Specialist
Arizona
$314K +$24.5K +1,229 +9%
TF
1868
TRH Financial
Iowa
$313K -$1.11M -55,413 -79%
CT
1869
Clearstead Trust
Maine
$313K -$111K -5,571 -27%
AL
1870
Aspiriant LLC
California
$313K -$39.5K -1,980 -12%
GWS
1871
Glassman Wealth Services
Virginia
$313K -$17.5K -879 -6%
KTC
1872
Kistler-Tiffany Companies
Pennsylvania
$312K -$93.3K -4,677 -24%
NWM
1873
Northwest Wealth Management
Iowa
$312K -$33.5K -1,680 -10%
DWM
1874
Darwin Wealth Management
Florida
$311K -$181K -9,067 -35%
FAM
1875
Formidable Asset Management
Ohio
$311K -$137K -6,847 -31%
73 74
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