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Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
4026
USAdvisors Wealth Management
Minnesota
$944K +$5.29K +29 +0.6%
AIM
4027
Alhambra Investment Management
Florida
$942K – – –
MS
4028
Maven Securities
Jersey
$941K +$921K +5,050 New
LAM
4029
Lummis Asset Management
Texas
$939K – – –
OPOWM
4030
One Plus One Wealth Management
Florida
$939K -$6.39K -35 -0.7%
HFS
4031
Heritage Financial Services
Massachusetts
$938K +$23.5K +129 +3%
PD
4032
Planning Directions
Pennsylvania
$937K – – –
MAG
4033
Mayfair Advisory Group
Alabama
$937K +$162K +889 +21%
CI
4034
Chartist Inc
California
$936K -$3.65K -20 -0.4%
FCG
4035
Fielder Capital Group
Tennessee
$935K +$25.4K +139 +3%
ST
4036
Sentinel Trust
Texas
$932K – – –
BI
4037
Bramshill Investments
Florida
$932K -$693K -3,800 -43%
GGV
4038
GG Group Ventures
Florida
$930K +$71.2K +390 +10%
WFA
4039
Wade Financial Advisory
California
$929K -$32.8K -180 -3%
PSC
4040
Prentiss Smith & Co
Vermont
$929K – – –
2L
4041
25 LLC
Missouri
$925K +$17.2K +94 +2%
FAM
4042
Family Asset Management
South Carolina
$923K -$26.3K -144 -3%
WA
4043
Waddell & Associates
Tennessee
$921K +$64.8K +355 +8%
HI
4044
Humankind Investments
New York
$921K +$79.9K +438 +10%
4WM
4045
44 Wealth Management
Oregon
$920K +$908K +4,979 New
OWM
4046
Opes Wealth Management
California
$916K -$28.1K -154 -3%
PFM
4047
Peak Financial Management
Massachusetts
$915K -$62.9K -345 -7%
CWM
4048
Cabot Wealth Management
Massachusetts
$912K +$40K +219 +5%
TDC
4049
Thompson Davis & Co
Virginia
$910K -$48.4K -265 -5%
PF
4050
Parker Financial
Washington
$910K – – –
160 161
162
163 164