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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
3226
Legacy Wealth Asset Management
Minnesota
$3.69M -$168 -1 -0%
DL
3227
DOHJ LLC
Washington
$3.67M -$467K -2,777 -12%
HCM
3228
HM Capital Management
Missouri
$3.67M +$143K +851 +4%
TWM
3229
TMD Wealth Management
Arizona
$3.66M -$89.8K -534 -2%
CA
3230
Carson Advisory
Georgia
$3.65M -$56K -333 -2%
RMC
3231
Regis Management Company
California
$3.65M – – –
WI
3232
WrapManager Inc
California
$3.64M +$7.4K +44 +0.2%
RCG
3233
Rock Creek Group
District of Columbia
$3.63M +$297K +1,769 +9%
AWM
3234
Affinity Wealth Management
Delaware
$3.63M -$958K -5,697 -21%
DSCM
3235
Del-Sette Capital Management
New York
$3.63M -$352K -2,093 -9%
BMM
3236
Berkshire Money Management
Massachusetts
$3.62M -$164K -974 -4%
FWP
3237
Firethorn Wealth Partners
Georgia
$3.62M -$104K -618 -3%
SFG
3238
Sunburst Financial Group
Alabama
$3.62M -$33.1K -197 -0.9%
SLWS
3239
Swaine & Leidel Wealth Services
Florida
$3.61M +$608K +3,613 New
SHFP
3240
Second Half Financial Partners
Florida
$3.61M +$4.97M +29,577 New
MAG
3241
MRA Advisory Group
New Jersey
$3.61M -$139K -824 -4%
ICM
3242
Islay Capital Management
Texas
$3.6M -$81.7K -486 -2%
OWA
3243
Outlook Wealth Advisors
Texas
$3.6M +$57.2K +340 +2%
PIA
3244
Pinion Investment Advisors
Kansas
$3.6M +$262K +1,559 +8%
IF
3245
Integrity Financial
Wyoming
$3.6M -$910K -5,411 -21%
KM
3246
Kalos Management
Georgia
$3.58M -$4.1M -24,409 -54%
MGAM
3247
McGowan Group Asset Management
Texas
$3.58M -$111K -660 -3%
TCM
3248
TD Capital Management
Tennessee
$3.58M -$97.5K -580 -3%
BCM
3249
Birmingham Capital Management
Alabama
$3.57M -$89.1K -530 -3%
SMF
3250
Sterling Manor Financial
New York
$3.57M +$168 +1 +0%
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