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Name Holding Trade Value Shares
Change 		Change in
Stake
CWRP
5651
Cassady Wealth & Retirement Planning
Nevada
$743K +$734K +2,733 New
TWM
5652
Tanglewood Wealth Management
Texas
$742K – – –
MMC
5653
Mizuho Markets Cayman
Cayman Islands
$741K -$1.55M -5,776 -68%
TCTWM
5654
Three Cord True Wealth Management
Pennsylvania
$734K +$24.2K +90 +3%
GC
5655
Gruss & Co
Florida
$734K -$403K -1,500 -36%
FLFS
5656
Family Legacy Financial Solutions
North Carolina
$734K -$57.4K -214 -7%
LRWM
5657
Lord & Richards Wealth Management
Colorado
$728K +$9.66K +36 +1%
SP
5658
SWS Partners
Ohio
$727K +$25.5K +95 +4%
RC
5659
RBO & Co
California
$726K – – –
LAA
5660
Liberty Atlantic Advisors
Texas
$725K +$716K +2,666 New
G
5661
GuidedMoney
Wisconsin
$723K +$714K +2,659 New
SVWA
5662
Sarver Vrooman Wealth Advisors
Missouri
$722K +$4.03K +15 +0.6%
CWA
5663
Cascade Wealth Advisors
Washington
$722K +$8.32K +31 +1%
FSA
5664
Financial Services Advisory
Maryland
$714K +$111K +412 +19%
VH
5665
Visionary Horizons
Tennessee
$711K +$268 +1 +0%
ECM
5666
Ethos Capital Management
Pennsylvania
$711K +$702K +2,615 New
GWM
5667
Global Wealth Management
New Jersey
$710K -$13.2K -49 -2%
AT
5668
Arbejdsmarkedets Tillaegspension
$709K +$700K +2,609 New
HC
5669
Hoese & Co
Minnesota
$707K – – –
KWM
5670
KRM Wealth Management
Nevada
$707K +$698K +2,601 New
AIM
5671
Avanda Investment Management
Singapore
$707K +$698K +2,600 New
MUMSS
5672
Mitsubishi UFJ Morgan Stanley Securities
Japan
$705K +$696K +2,593 New
FOFP
5673
Fee-Only Financial Planning
South Carolina
$702K – – –
NFA
5674
Northwest Financial Advisors
Virginia
$697K -$3.92M -14,595 -85%
TCM
5675
Twele Capital Management
Minnesota
$695K -$22.8K -85 -3%
225 226
227
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