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Name Holding Trade Value Shares
Change 		Change in
Stake
WMR
3901
Wealth Management Resources
Rhode Island
$867K +$1.36K +9 +0.1%
YAL
3902
Your Advocates Ltd
Texas
$867K +$9.84K +65 +1%
MIM
3903
Macroview Investment Management
Maryland
$866K -$30.3K -200 -3%
TPM
3904
Triasima Portfolio Management
Quebec, Canada
$864K +$45.4K +300 +5%
T
3905
TrueFG
Texas
$863K +$757 +5 +0.1%
RFG
3906
Range Financial Group
Oregon
$863K +$8.48K +56 +0.9%
VPI
3907
Value Partners Investments
Manitoba, Canada
$859K +$569K +3,754 +148%
RWM
3908
Reston Wealth Management
Virginia
$857K -$89.3K -590 -9%
CIS
3909
Continental Investors Services
Washington
$855K +$11.4K +75 +1%
NWMG
3910
National Wealth Management Group
Ohio
$852K -$167K -1,102 -15%
SA
3911
SRH Advisors
Kansas
$852K +$151 +1 +0%
SC
3912
Sonen Capital
California
$851K +$192K +1,265 +25%
SA
3913
Stewardship Advisors
Pennsylvania
$849K +$303 +2 +0%
MWA
3914
Motive Wealth Advisors
Michigan
$846K -$379K -2,500 -29%
HAS
3915
Holland Advisory Services
Florida
$843K +$17.7K +117 +2%
NEPPG
3916
New England Professional Planning Group
Rhode Island
$837K +$27.4K +181 +3%
CG
3917
Cutler Group
California
$837K +$528K +3,486 +132%
MTC
3918
Matrix Trust Company
Colorado
$837K +$568K +3,750 +158%
SFPM
3919
Sensible Financial Planning & Management
Massachusetts
$837K +$927K +6,119 New
RHJA
3920
Rice Hall James & Associates
California
$834K – – –
CSIA
3921
Charles Schwab Investment Advisory
California
$831K -$151 -1 -0%
GPA
3922
Guidance Point Advisors
Massachusetts
$830K +$909 +6 +0.1%
HCA
3923
Hyperion Capital Advisors
New York
$827K – – –
TWM
3924
Trinity Wealth Management
Pennsylvania
$823K +$1.36K +9 +0.1%
KOMWMG
3925
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$820K +$332K +2,192 +58%
155 156
157
158 159