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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
4901
Sherry Group
Arkansas
$900K -$70.5K -320 -7%
ACA
4902
Anchor Capital Advisors
Massachusetts
$898K -$53.5K -243 -5%
WWA
4903
Wealth Watch Advisors
Colorado
$898K +$249K +1,132 +36%
CWMG
4904
Compass Wealth Management (Georgia)
Georgia
$896K -$17.6K -80 -2%
FS
4905
Financial Symmetry
North Carolina
$895K +$15.4K +70 +2%
VWM
4906
Vigil Wealth Management
Florida
$895K +$306K +1,392 +48%
SWM
4907
Seed Wealth Management
Illinois
$895K – – –
IWP
4908
Innova Wealth Partners
Pennsylvania
$894K -$16.7K -76 -2%
CWM
4909
Clearview Wealth Management
California
$893K +$944K +4,289 New
LW
4910
Libra Wealth
California
$892K -$61.2K -278 -6%
BFAG
4911
Blackston Financial Advisory Group
Florida
$887K -$55.5K -252 -6%
SRWM
4912
Shira Ridge Wealth Management
California
$886K +$18.3K +83 +2%
AAS
4913
Asset Allocation Strategies
Michigan
$886K +$4.4K +20 +0.5%
MWM
4914
Meritas Wealth Management
California
$886K +$71.1K +323 +8%
CKAIS
4915
Christensen King & Associates Investment Services
Washington
$885K – – –
DF
4916
Dedeker Financial
Minnesota
$883K -$62.5K -284 -6%
WFS
4917
WealthGarden F.S.
California
$881K +$63.6K +289 +7%
SR
4918
Syntax Research
Florida
$878K -$12.1K -55 -1%
TIM
4919
Thompson Investment Management
Wisconsin
$875K +$28.4K +129 +3%
MWA
4920
Muirfield Wealth Advisors
North Carolina
$875K +$79.9K +363 +9%
MBI
4921
May Barnhard Investments
Maryland
$874K -$7.49K -34 -0.8%
MPW
4922
Magnolia Private Wealth
Pennsylvania
$874K +$72.7K +330 +9%
TWM
4923
TSA Wealth Management
Texas
$871K +$127K +578 +16%
BI
4924
Bramshill Investments
Florida
$870K -$292K -1,325 -24%
HSG
4925
Helen Stephens Group
Texas
$869K +$106K +482 +13%
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197
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