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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2726
Bordeaux Wealth Advisors
California
$921K -$196K -711 -18%
WWS
2727
Wellington Wealth Strategies
Indiana
$921K -$95.5K -346 -9%
RW
2728
REDW Wealth
New Mexico
$920K -$5.52K -20 -0.6%
PG
2729
Prostatis Group
Maryland
$920K +$24.3K +88 +3%
FFA
2730
Fi3 Financial Advisors
Indiana
$920K -$5.25K -19 -0.6%
GWA
2731
GGM Wealth Advisors
Maryland
$919K -$1.1K -4 -0.1%
SGCA
2732
Steel Grove Capital Advisors
Tennessee
$918K +$103K +372 +13%
WTB
2733
Washington Trust Bank
Washington
$917K -$256K -927 -22%
FC
2734
FCA Corp
Texas
$916K -$211K -766 -19%
CD
2735
Chapin Davis
Maryland
$916K -$58.8K -213 -6%
NEWAS
2736
N.E.W. Advisory Services
Wisconsin
$913K +$11.6K +42 +1%
WMA
2737
West Michigan Advisors
Michigan
$911K +$33.4K +121 +4%
IWA
2738
Inspirion Wealth Advisors
Illinois
$910K – – –
MIM
2739
MTM Investment Management
South Carolina
$910K +$27.6K +100 +3%
NLP
2740
Next Level Private
New York
$908K +$898K +3,253 New
LAI
2741
Legal Advantage Investments
California
$907K -$27.6K -100 -3%
ACP
2742
Aveo Capital Partners
Colorado
$906K +$158K +573 +20%
JWM
2743
JGP Wealth Management
Oregon
$903K -$276 -1 -0%
CTFG
2744
Capstone Triton Financial Group
Oklahoma
$903K +$295K +1,070 +49%
FA
2745
Fermata Advisors
California
$902K -$109K -396 -11%
BCM
2746
Birch Capital Management
Texas
$902K +$17.4K +63 +2%
DWA
2747
Delap Wealth Advisory
Oregon
$901K +$443K +1,603 +99%
KCM
2748
KRS Capital Management
Michigan
$900K -$5.52K -20 -0.6%
I
2749
InceptionR
California
$899K +$889K +3,221 New
OFG
2750
Omega Financial Group
California
$899K +$40K +145 +5%
108 109
110
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