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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
1601
Values Added Financial
District of Columbia
$202K +$154K +317 New
TSMHT
1602
Thurston Springer Miller Herd & Titak
Indiana
$202K – – –
JWM
1603
JPL Wealth Management
Colorado
$202K +$486 +1 +0.3%
BB
1604
Busey Bank
Illinois
$202K +$154K +316 New
HPM
1605
Hoxton Planning & Management
West Virginia
$201K +$153K +315 New
LWA
1606
Legacy Wealth Advisors
Florida
$201K +$153K +315 New
HCM
1607
Hutchinson Capital Management
California
$201K +$153K +314 New
TM
1608
Torren Management
California
$197K – – –
JWA
1609
JFS Wealth Advisors
Pennsylvania
$196K +$972 +2 +0.7%
BAM
1610
Bellevue Asset Management
Washington
$192K – – –
MA
1611
MCF Advisors
Kentucky
$189K +$119K +245 +480%
JFA
1612
JNBA Financial Advisors
Minnesota
$183K – – –
AIM
1613
Acropolis Investment Management
Missouri
$181K -$126K -260 -48%
NAC
1614
NI Acquisitions Company
Pennsylvania
$173K +$132K +271 New
BCWM
1615
Bartlett & Co Wealth Management
Ohio
$170K +$61.3K +126 +90%
CA
1616
Continuum Advisory
Idaho
$167K +$127K +262 New
SGFG
1617
Silver Grove Financial Group
New York
$167K +$127K +262 New
PWMG
1618
Prestige Wealth Management Group
New Jersey
$166K +$9.24K +19 +8%
WAG
1619
Wilkerson Advisory Group
Missouri
$162K +$1.95K +4 +2%
WA
1620
Westfuller Advisors
New York
$160K -$153K -315 -56%
PP
1621
Paladin Partners
Wisconsin
$160K – – –
GIA
1622
GHP Investment Advisors
Colorado
$156K -$54.9K -113 -32%
AA
1623
Addison Advisors
Vermont
$152K -$525K -1,080 -82%
RWM
1624
Rialto Wealth Management
New York
$149K +$74.9K +154 +193%
TWIM
1625
TIAA Wealth Investment Management
New York
$146K +$111K +228 New
63 64
65
66 67