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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1951
MFA Wealth Advisors
Pennsylvania
$523K -$166K -595 -23%
RCA
1952
Resonant Capital Advisors
Wisconsin
$522K +$124K +444 +29%
EWM
1953
Endurance Wealth Management
Rhode Island
$521K -$8.38K -30 -2%
PAI
1954
Pittenger & Anderson Inc
Nebraska
$521K +$12.6K +45 +2%
ACG
1955
Allen Capital Group
Nebraska
$520K – – –
LFS
1956
Legacy Financial Strategies
Kansas
$520K +$3.07K +11 +0.6%
YWP
1957
YorkBridge Wealth Partners
New York
$520K +$100K +358 +22%
FFA
1958
Founders Financial Alliance
North Carolina
$519K -$2.82M -10,089 -84%
CCG
1959
Cypress Capital Group
Florida
$519K +$46.1K +165 +9%
GITFIT
1960
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$517K -$41.9K -150 -7%
GAAM
1961
Guinness Atkinson Asset Management
California
$516K -$161K -576 -23%
AWM
1962
Altus Wealth Management
Kentucky
$516K – – –
ACS
1963
Archford Capital Strategies
Illinois
$516K +$544K +1,947 New
KA
1964
Kozak & Associates
Colorado
$514K +$536K +1,920 +424%
ARMC
1965
American Research & Management Company
Massachusetts
$512K – – –
JFA
1966
JNBA Financial Advisors
Minnesota
$511K – – –
AFS
1967
Annapolis Financial Services
Maryland
$509K -$60.3K -216 -10%
VCM
1968
Versant Capital Management
Arizona
$509K -$838 -3 -0.2%
IWA
1969
Inspirion Wealth Advisors
Illinois
$509K +$5.31K +19 +1%
WI
1970
Wintrust Investments
Illinois
$509K +$65.9K +236 +14%
KWM
1971
Kolinsky Wealth Management
New Jersey
$509K +$141K +506 +36%
EHC
1972
Everett Harris & Co
California
$508K – – –
BC
1973
Bridgefront Capital
Texas
$508K +$535K +1,915 New
IF
1974
IRON Financial
Illinois
$507K -$49.2K -176 -8%
CWM
1975
Connecticut Wealth Management
Connecticut
$507K -$13.4K -48 -2%
77 78
79
80 81