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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
3551
Semmax Financial Advisors
North Carolina
$812K +$1.3K +10 +0.2%
HWM
3552
HighMark Wealth Management
Minnesota
$809K +$25.7K +198 +3%
CCA
3553
Covey Capital Advisors
Georgia
$808K -$764K -5,900 Closed
WIA
3554
Wealthstreet Investment Advisors
Texas
$802K -$66M -509,513 -99%
DP
3555
Denver PWM
Colorado
$801K -$65.4K -505 -8%
BCM
3556
Barometer Capital Management
Ontario, Canada
$801K +$759K +5,856 New
TWM
3557
Trinity Wealth Management
Pennsylvania
$800K -$276K -2,133 -27%
HCA
3558
Hyperion Capital Advisors
New York
$793K – – –
AIG
3559
American International Group
New York
$788K -$21.8M -168,545 -3%
FFIC
3560
First Fiduciary Investment Counsel
Ohio
$785K -$32.4K -250 -4%
HHRDM
3561
H&H Retirement Design & Management
Nevada
$781K +$26.3K +203 +4%
IFO
3562
Independent Family Office
New York
$781K +$166K +1,278 +29%
WG
3563
Winton Group
United Kingdom
$779K -$5.88M -45,388 -89%
MWM
3564
Maltin Wealth Management
New Jersey
$778K +$69.6K +537 +10%
GPA
3565
Guidance Point Advisors
Massachusetts
$773K +$389 +3 +0.1%
IWP
3566
IAG Wealth Partners
Wisconsin
$772K -$3.5K -27 -0.5%
CCM
3567
Cullen Capital Management
New York
$772K – – –
PFA
3568
Peak Financial Advisors
Colorado
$772K +$4.41K +34 +0.6%
WG
3569
Watchman Group
Texas
$771K +$64.8K +500 +10%
TAM
3570
Tucker Asset Management
Colorado
$771K +$222K +1,714 +44%
PA
3571
Prism Advisors
California
$767K -$28K -216 -4%
CI
3572
CAZ Investments
Texas
$767K – – –
SA
3573
SRH Advisors
Kansas
$764K +$5.18K +40 +0.7%
HJMC
3574
Hellman Jordan Management Company
Massachusetts
$763K -$3.44M -26,540 -83%
MIAS
3575
Mason Investment Advisory Services
Virginia
$763K – – –
141 142
143
144 145