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Name Holding Trade Value Shares
Change 		Change in
Stake
NBWM
4751
North Berkeley Wealth Management
California
$613K +$82.5K +380 +13%
DFG
4752
Dynamic Financial Group
Iowa
$613K +$9.77K +45 +1%
PMG
4753
Private Management Group
California
$612K +$7.16K +33 +1%
TCM
4754
TD Capital Management
Tennessee
$612K +$34.1K +157 +5%
BAM
4755
Broyhill Asset Management
North Carolina
$611K +$27.1K +125 +4%
SCM
4756
Stonehearth Capital Management
Massachusetts
$608K +$12.4K +57 +2%
FL
4757
FreeGulliver LLC
Louisiana
$608K -$15.6K -72 -2%
MFA
4758
McClarren Financial Advisors
Pennsylvania
$607K +$523K +2,411 New
CAM
4759
Claret Asset Management
Quebec, Canada
$606K +$691K +3,185 New
IWP
4760
Innova Wealth Partners
Pennsylvania
$603K +$14.8K +68 +2%
MWM
4761
Maltin Wealth Management
New Jersey
$602K -$49.7K -229 -7%
KLI
4762
Kelman-Lazarov Inc
Tennessee
$601K +$112K +514 +19%
ICM
4763
Innovator Capital Management
Illinois
$599K +$135K +622 +25%
PWA
4764
Phoenix Wealth Advisors
North Carolina
$595K -$7.16K -33 -1%
HWM
4765
HRC Wealth Management
Idaho
$595K +$19.3K +89 +3%
KFSN
4766
Keystone Financial Services (Nebraska)
Nebraska
$595K +$97.9K +451 +17%
AC
4767
AWM Capital
Arizona
$595K +$71.6K +330 +12%
EF
4768
Elite Financial
Idaho
$593K -$13K -60 -2%
AEPWM
4769
Atlantic Edge Private Wealth Management
Florida
$591K +$868 +4 +0.1%
VFIC
4770
Valley Forge Investment Consultants
Pennsylvania
$590K -$169K -777 -20%
QFMHK
4771
Q Fund Management (Hong Kong)
$590K +$673K +3,100 New
DP
4772
Divergent Planning
Maryland
$589K +$62.1K +286 +11%
PSIWM
4773
Paradigm Strategies in Wealth Management
Minnesota
$589K -$10.6K -49 -2%
FPF
4774
First Pacific Financial
Washington
$589K -$136K -625 -17%
DP
4775
Denver PWM
Colorado
$589K +$382K +1,760 +132%
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191
192 193