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Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
2151
All Terrain Financial Advisors
Minnesota
$531K +$40.2K +726 +8%
NWS
2152
Newport Wealth Strategies
California
$530K -$53K -959 -9%
EWM
2153
Endurance Wealth Management
Rhode Island
$530K -$25.4K -459 -4%
WOSD
2154
WFA of San Diego
California
$529K -$9.68K -175 -2%
AWA
2155
Acorn Wealth Advisors
Michigan
$529K -$4.26K -77 -0.8%
AI
2156
Accredited Investors
Minnesota
$527K -$3.6K -65 -0.7%
CCA
2157
Column Capital Advisors
Indiana
$527K +$166K +3,006 +45%
HWA
2158
HCR Wealth Advisors
California
$525K -$30.9K -559 -5%
PAM
2159
Peak Asset Management
Colorado
$524K -$9.18K -166 -2%
B
2160
Bridgeworth
Alabama
$524K +$14K +253 +3%
LWP
2161
Legacy Wealth Planning
Nevada
$523K +$553 +10 +0.1%
KF
2162
Krilogy Financial
Missouri
$523K +$14.3K +258 +3%
CF
2163
Copperwynd Financial
Arizona
$523K +$44.6K +806 +9%
WW
2164
Waterfront Wealth
Kansas
$522K -$24K -434 -4%
VCS
2165
Vaughan & Co Securities
New Jersey
$522K – – –
BBWA
2166
Bell & Brown Wealth Advisors
California
$522K +$535K +9,669 New
RCA
2167
Reitz Capital Advisors
Michigan
$520K -$10.8K -195 -2%
TCM
2168
Tributary Capital Management
Nebraska
$519K -$12.1K -218 -2%
FNWM
2169
Financial Network Wealth Management
Utah
$516K -$12.7K -229 -2%
GPWA
2170
Great Point Wealth Advisors
Massachusetts
$514K -$553 -10 -0.1%
SCG
2171
Sonata Capital Group
Washington
$513K -$130K -2,349 -20%
PCM
2172
Perritt Capital Management
Illinois
$513K +$26.6K +480 +5%
ATWA
2173
Arbor Trust Wealth Advisors
Michigan
$512K -$22.9K -414 -4%
BWP
2174
BSW Wealth Partners
Colorado
$511K -$203K -3,665 -28%
ARMC
2175
American Research & Management Company
Massachusetts
$510K -$34.8K -630 -6%
85 86
87
88 89