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Name Holding Trade Value Shares
Change 		Change in
Stake
ES
2076
Eagle Strategies
New York
$12M +$5.47M +30,057 +75%
SGI
2077
Summit Global Investments
Utah
$12M +$720K +3,958 +6%
ISWM
2078
Independent Solutions Wealth Management
New York
$12M +$156K +857 +1%
LWMM
2079
Legacy Wealth Management (Mississippi)
Mississippi
$12M -$115K -630 -0.9%
WG
2080
Wealth Group
North Carolina
$12M +$12.7M +69,764 New
BB
2081
Burford Brothers
Texas
$12M +$63.5K +349 +0.5%
CPC
2082
Consolidated Planning Corp
Georgia
$11.9M +$47.1K +259 +0.4%
SEEDPG
2083
S.E.E.D. Planning Group
New York
$11.9M -$3.87M -21,284 -23%
HI
2084
Harrington Investments
California
$11.9M -$34.4K -189 -0.3%
BWG
2085
Balanced Wealth Group
Ohio
$11.9M +$157K +861 +1%
HHAA
2086
Henry H. Armstrong Associates
Pennsylvania
$11.9M -$70.2K -386 -0.6%
LWM
2087
LJI Wealth Management
Indiana
$11.9M -$14.9K -82 -0.1%
HAM
2088
Harmony Asset Management
Arizona
$11.9M -$1.06M -5,813 -8%
IWA
2089
IVC Wealth Advisors
Pennsylvania
$11.9M -$278K -1,531 -2%
FMI
2090
F/M Investments
District of Columbia
$11.8M -$93.1K -512 -0.7%
LWM
2091
LongView Wealth Management
Georgia
$11.8M -$470K -2,585 -4%
GEA
2092
Glen Eagle Advisors
New Jersey
$11.8M -$1.31M -7,184 -9%
WIS
2093
Wright Investors Service
Connecticut
$11.8M -$4.17M -22,934 -25%
CAM
2094
Councilmark Asset Management
Tennessee
$11.8M +$12.5M +68,674 New
MF
2095
Manchester Financial
California
$11.8M -$692K -3,806 -5%
MWA
2096
Moser Wealth Advisors
Washington
$11.8M -$379K -2,085 -3%
EBT
2097
Enterprise Bank & Trust
Massachusetts
$11.8M -$1.2M -6,577 -9%
ML
2098
McAdam LLC
Pennsylvania
$11.8M +$582K +3,203 +5%
SSWM
2099
Strait & Sound Wealth Management
California
$11.8M +$616K +3,387 +5%
KCM
2100
KRS Capital Management
Michigan
$11.7M -$159K -877 -1%
82 83
84
85 86