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Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
3226
One Plus One Wealth Management
Florida
$403K +$75.6K +276 +22%
BWCS
3227
Beirne Wealth Consulting Services
Connecticut
$403K – – –
AC
3228
Apella Capital
Connecticut
$403K +$5.48K +20 +1%
SHWM
3229
Smith & Howard Wealth Management
Georgia
$402K +$27.4K +100 +7%
RAM
3230
Roanoke Asset Management
New Jersey
$402K – – –
BFG
3231
Bouchey Financial Group
New York
$402K +$14K +51 +3%
NFSG
3232
Newbridge Financial Services Group
Florida
$401K -$9.32K -34 -2%
MWM
3233
Merriman Wealth Management
Washington
$400K +$14.5K +53 +4%
AA
3234
AJ Advisors
Tennessee
$399K +$58.4K +213 +16%
TPWA
3235
Twin Peaks Wealth Advisors
California
$399K +$40.3K +147 +11%
WAM
3236
Worth Asset Management
Texas
$397K -$141K -514 -25%
LRWA
3237
Long Run Wealth Advisors
New York
$397K -$2.19K -8 -0.5%
PBO
3238
Peoples Bank (Ohio)
Ohio
$395K +$66.9K +244 +19%
CFFP
3239
Center for Financial Planning
Michigan
$395K +$822 +3 +0.2%
BAM
3240
BOCHK Asset Management
Hong Kong
$394K – – –
SC
3241
Seldon Capital
California
$393K – – –
SFC
3242
SYM Financial Corp
Indiana
$392K +$76.7K +280 +23%
MFWP
3243
Mosaic Family Wealth Partners
Missouri
$392K -$400K -1,460 -49%
WA
3244
WESPAC Advisors
California
$392K -$9.87K -36 -2%
CHA
3245
Cooper/Haims Advisors
New York
$390K +$50.7K +185 +14%
PFM
3246
Phillips Financial Management
Indiana
$390K +$46.6K +170 +13%
MWC
3247
MBM Wealth Consultants
Missouri
$389K +$60.3K +220 +18%
CWA
3248
Consilio Wealth Advisors
Washington
$388K +$14K +51 +4%
CICC
3249
Capital Investment Counsel (Colorado)
Colorado
$388K +$46.9K +171 +13%
FWP
3250
Firethorn Wealth Partners
Georgia
$387K +$7.95K +29 +2%
128 129
130
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