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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2101
AllSquare Wealth Management
New York
$434K -$45.3K -1,203 -10%
FPWM
2102
FSB Premier Wealth Management
Iowa
$434K +$14K +372 +3%
BPFA
2103
Barnes Pettey Financial Advisors
Mississippi
$432K +$75 +2 +0%
PSP
2104
Pacific Sage Partners
Washington
$432K +$413K +10,957 New
C
2105
Certuity
Florida
$431K +$127K +3,379 +45%
9WM
2106
9258 Wealth Management
Ohio
$431K -$139K -3,691 -25%
GA
2107
Geller Advisors
New York
$431K +$81.2K +2,154 +25%
OC
2108
Oakworth Capital
Alabama
$430K -$77K -2,044 -16%
SPWM
2109
Schrum Private Wealth Management
Florida
$430K -$194K -5,153 -32%
CI
2110
CX Institutional
Indiana
$429K +$410K +10,879 New
ME
2111
McIlrath & Eck
Washington
$428K +$23K +610 +6%
DJYG
2112
David J. Yvars Group
Florida
$427K +$26.6K +706 +7%
CWC
2113
Carolinas Wealth Consulting
North Carolina
$427K +$38.3K +1,016 +2%
EVM
2114
Evelyn V. Moreno
$426K +$42.3K +1,123 +12%
LIG
2115
Lokken Investment Group
Delaware
$426K +$72K +1,911 +21%
SWM
2116
Selective Wealth Management
Virginia
$426K -$101K -2,693 -20%
AFG
2117
Alterity Financial Group
Maine
$424K -$7.46K -198 -2%
TFS
2118
Thoroughbred Financial Services
Tennessee
$423K -$254K -6,742 -39%
FCFC
2119
First Commonwealth Financial Corp
Pennsylvania
$422K -$557K -14,780 -58%
HT
2120
Headlands Technologies
Illinois
$422K +$404K +10,717 New
SIA
2121
Schear Investment Advisers
Ohio
$422K +$403K +10,704 New
FCAG
2122
First Capital Advisors Group
New Jersey
$422K -$81.5K -2,162 -17%
AWG
2123
Altus Wealth Group
Colorado
$420K +$2K +53 +0.5%
BAG
2124
Bridgewealth Advisory Group
California
$420K +$402K +10,657 New
EA
2125
Eudaimonia Advisors
Tennessee
$418K -$125K -3,307 -24%
83 84
85
86 87