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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3176
Clearview Wealth Management
California
$473K +$524K +1,273 New
VFA
3177
Voya Financial Advisors
Connecticut
$472K -$86.9K -211 -14%
LCOV
3178
London Company of Virginia
Virginia
$472K – – –
SAS
3179
Stelac Advisory Services
New York
$472K +$167K +406 +47%
CWMP
3180
Clarion Wealth Managment Partners
Virginia
$471K -$42.8K -104 -8%
CPW
3181
Cove Private Wealth
New York
$471K +$522K +1,267 New
HR
3182
Howe & Rusling
New York
$471K +$9.47K +23 +2%
BRM
3183
Boston Research & Management
Massachusetts
$470K – – –
MEAC
3184
M.E. Allison & Co
Texas
$470K -$26.4K -64 -5%
PRI
3185
Prepared Retirement Institute
Pennsylvania
$470K +$62.6K +152 +14%
PIP
3186
Peachtree Investment Partners
Florida
$469K -$4.12K -10 -0.8%
SIA
3187
Spectrum Investment Advisors
Wisconsin
$469K +$12.8K +31 +3%
DFA
3188
Delta Financial Advisors
Louisiana
$468K – – –
PWM
3189
Platt Wealth Management
California
$467K – – –
PWA
3190
Phoenix Wealth Advisors
North Carolina
$467K -$20.6K -50 -4%
LIA
3191
LifePlan Investment Advisors
North Carolina
$467K -$15.7K -38 -3%
HIM
3192
Hanlon Investment Management
New Jersey
$465K -$345K -838 -40%
BAM
3193
Bellevue Asset Management
Washington
$465K – – –
FSWA
3194
Financial Synergies Wealth Advisors
Texas
$465K +$35.8K +87 +7%
DFP
3195
Donalies Financial Planning
District of Columbia
$465K – – –
TIP
3196
Torray Investment Partners
Maryland
$465K -$247K -600 -32%
LSWP
3197
Liberty Square Wealth Partners
Pennsylvania
$463K -$130K -315 -20%
SSW
3198
Smith Shellnut Wilson
Mississippi
$463K – – –
SC
3199
Searle & Co
Connecticut
$462K -$4.12K -10 -0.8%
WC
3200
Westerkirk Capital
$462K – – –
126 127
128
129 130