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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
5326
MTM Financial Group
Pennsylvania
$724K -$68.1K -289 -9%
CWM
5327
Cadence Wealth Management
Massachusetts
$723K +$108K +458 +19%
DWS
5328
Dynamic Wealth Strategies
California
$722K -$1.41K -6 -0.2%
SI
5329
Severin Investments
Missouri
$721K +$679K +2,880 New
SWTS
5330
Stonehaven Wealth & Tax Solutions
Wisconsin
$721K +$679K +2,880 New
MI
5331
Moneywise Inc
Virginia
$721K -$2.12K -9 -0.3%
TFG
5332
Tull Financial Group
Virginia
$720K +$96.4K +409 +17%
CCM
5333
Coerente Capital Management
Ontario, Canada
$715K -$2.36K -10 -0.3%
TCM
5334
Twele Capital Management
Minnesota
$711K -$49.7K -211 -7%
DCBT
5335
Dakota Community Bank & Trust
North Dakota
$706K +$93.1K +395 +16%
MB
5336
Mizuho Bank
Japan
$701K – – –
KBG
5337
Kahn Brothers Group
New York
$699K +$70.7K +300 +12%
VP
5338
Verisail Partners
Georgia
$698K +$657K +2,789 New
CWM
5339
Capital Wealth Management
Rhode Island
$695K +$471 +2 +0.1%
MWA
5340
Martel Wealth Advisors
Washington
$687K -$19.8K -84 -3%
RP
5341
Riverwater Partners
Wisconsin
$684K -$296K -1,254 -31%
LCM
5342
Lunt Capital Management
Utah
$675K -$12.3K -52 -2%
WH
5343
Wallace Hart
Kentucky
$674K +$124K +525 +24%
NPAN
5344
Northeast Planning Associates NH
New Hampshire
$673K +$633K +2,688 New
PAM
5345
PVG Asset Management
Colorado
$672K +$633K +2,685 New
RWM
5346
Rolek Wealth Management
Pennsylvania
$671K +$632K +2,680 New
TLFA
5347
True Link Financial Advisors
California
$664K +$4.48K +19 +0.7%
SIA
5348
Stegner Investment Associates
Kentucky
$664K +$6.36K +27 +1%
YWM
5349
Yardley Wealth Management
Pennsylvania
$663K +$239K +1,016 +60%
TCTWM
5350
Three Cord True Wealth Management
Pennsylvania
$662K +$623K +2,644 New
212 213
214
215 216