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Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
4126
Houlihan Financial Resource Group
Virginia
$3.59M -$1.01M -4,276 -23%
BFS
4127
Burkett Financial Services
South Carolina
$3.58M +$62.2K +264 +2%
IPW
4128
Intergy Private Wealth
Colorado
$3.58M +$153K +651 +5%
DCM
4129
Davis Capital Management
Florida
$3.58M -$111K -472 -3%
CWMS
4130
Cannon Wealth Management Services
North Carolina
$3.58M +$347K +1,473 +10%
OIC
4131
Orion Investment Company
Missouri
$3.58M +$118K +500 +4%
SSWG
4132
Seven Springs Wealth Group
Tennessee
$3.58M +$29.2K +124 +0.9%
CWM
4133
ClientFirst Wealth Management
Arkansas
$3.57M +$3.36M +14,272 New
CTWM
4134
Cherry Tree Wealth Management
Minnesota
$3.57M +$60.1K +255 +2%
RAG
4135
RIA Advisory Group
Iowa
$3.56M +$1.08M +4,577 +47%
RF
4136
Roxbury Financial
New Jersey
$3.56M +$3.54M +15,001 New
PMIM
4137
Prudent Man Investment Management
Colorado
$3.55M +$3.34M +14,190 New
PW
4138
PUREfi Wealth
Massachusetts
$3.55M +$3.34M +14,187 New
BMWS
4139
Brady Martz Wealth Solutions
North Dakota
$3.55M +$3.59M +15,225 New
FFA
4140
Frazier Financial Advisors
Ohio
$3.55M -$67.6K -287 -2%
TNAM
4141
Terra Nova Asset Management
New York
$3.55M +$4.24K +18 +0.1%
FWA
4142
Flagship Wealth Advisors
Massachusetts
$3.55M +$3.34M +14,158 New
PWMA
4143
Pension & Wealth Management Advisors
Massachusetts
$3.54M +$251K +1,066 +8%
MPW
4144
MA Private Wealth
California
$3.54M +$85.8K +364 +3%
TWPM
4145
Total Wealth Planning & Management
Florida
$3.54M +$3.33M +14,132 New
CFGSD
4146
Compass Financial Group (South Dakota)
South Dakota
$3.54M -$28.5K -121 -0.8%
PWMG
4147
Pinnacle Wealth Management Group
Michigan
$3.54M -$64.8K -275 -2%
FFA
4148
Fortune Financial Advisors
Kansas
$3.54M -$42.2K -179 -1%
GCM
4149
Gallacher Capital Management
Colorado
$3.53M -$123K -522 -4%
FC
4150
Fjell Capital
North Dakota
$3.53M +$3.32M +14,087 New
164 165
166
167 168