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Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
3576
Financial Synergies Wealth Advisors
Texas
$719K +$83.6K +568 +13%
CFA
3577
Camarda Financial Advisors
Florida
$717K -$177K -1,200 -19%
SFP
3578
Strategic Financial Partners
Oregon
$716K +$26.1K +177 +4%
CWM
3579
Cranbrook Wealth Management
Michigan
$715K +$109K +742 +17%
WWM
3580
Wiser Wealth Management
Georgia
$704K +$194K +1,320 +36%
IFO
3581
Independent Family Office
New York
$703K -$110K -750 -13%
LWA
3582
Lowe Wealth Advisors
Maryland
$702K -$84.8K -576 -10%
PCM
3583
Perkins Capital Management
Minnesota
$700K – – –
KWP
3584
Keystone Wealth Partners
Arizona
$700K +$226K +1,534 +45%
LL
3585
LPWM LLC
Minnesota
$698K +$147 +1 +0%
DTIM
3586
Danda Trouve Investment Management
Kansas
$697K +$8.1K +55 +1%
JFGLC
3587
Johnson Financial Group LLC (Colorado)
Colorado
$696K -$672K -4,562 -48%
WH
3588
Whitcomb & Hess
Ohio
$693K +$442 +3 +0.1%
FPW
3589
Flagship Private Wealth
Massachusetts
$691K +$294 +2 +0%
CPWM
3590
Cypress Point Wealth Management
Texas
$691K +$3.24K +22 +0.5%
GP
3591
Geneva Partners
Wisconsin
$687K +$63.2K +429 +10%
SLA
3592
Silver Lake Advisory
Utah
$686K +$28.3K +192 +4%
IPW
3593
IronBridge Private Wealth
Texas
$682K +$294 +2 +0%
SC
3594
Schoolcraft Capital
Colorado
$681K -$70.1K -476 -9%
WHRC
3595
W.H. Reaves & Co
New Jersey
$679K – – –
RL
3596
Ruffer LLP
United Kingdom
$678K – – –
KOMWMG
3597
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$676K -$2.61M -17,750 -79%
IWP
3598
IAG Wealth Partners
Wisconsin
$676K -$127K -860 -15%
ACM
3599
Anfield Capital Management
California
$675K -$10.5K -71 -2%
CRCM
3600
Corbett Road Capital Management
Virginia
$668K +$51.8K +352 +8%
142 143
144
145 146