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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2476
NinePointTwo Capital
California
$623K +$12.2K +59 +2%
ME
2477
McIlrath & Eck
Washington
$623K +$16.7K +81 +3%
PWAG
2478
Polaris Wealth Advisory Group
California
$622K -$186K -900 -22%
NSIM
2479
North Star Investment Management
Illinois
$620K -$26.2K -127 -4%
PDM
2480
Penn Davis McFarland
Texas
$620K +$3.51K +17 +0.5%
IWA
2481
Inspirion Wealth Advisors
Illinois
$619K -$2.89K -14 -0.4%
CAG
2482
Curtis Advisory Group
California
$619K +$207 +1 +0%
FOA
2483
Five Oceans Advisors
California
$619K +$36.8K +178 +6%
APC
2484
Aspire Private Capital
North Carolina
$617K +$15.5K +75 +2%
WA
2485
Waddell & Associates
Tennessee
$616K +$9.3K +45 +1%
HWA
2486
Heartwood Wealth Advisors
Virginia
$614K -$142K -686 -18%
BEW
2487
Burton Enright Welch
California
$612K +$207 +1 +0%
WDL
2488
Well Done LLC
Michigan
$612K +$34.5K +167 +6%
HA
2489
Hamel Associates
New Jersey
$609K -$183K -886 -22%
BWA
2490
Blodgett Wealth Advisors
California
$607K -$111K -535 -15%
AC
2491
Annandale Capital
Texas
$607K – – –
MTWM
2492
Masso Torrence Wealth Management
New Jersey
$607K +$135K +652 +27%
CFA
2493
Camarda Financial Advisors
Florida
$606K -$489K -2,368 -43%
MMHP
2494
Murphy Middleton Hinkle & Parker
Georgia
$606K – – –
RTC
2495
Riverview Trust Company
Washington
$604K +$58.9K +285 +10%
BFIC
2496
Bedell Frazier Investment Counselling
California
$603K – – –
PHIC
2497
Pine Haven Investment Counsel
Massachusetts
$601K +$9.3K +45 +1%
BA
2498
Bellwether Advisors
Nebraska
$600K +$46.7K +226 +8%
D
2499
Diversified
Delaware
$598K – – –
MWP
2500
Madison Wealth Partners
Wisconsin
$598K +$41.5K +201 +7%
98 99
100
101 102