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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
5201
JDH Wealth Management
California
$748K +$54.2K +216 +7%
FEG
5202
Financial Enhancement Group
Indiana
$747K +$57.7K +230 +8%
CLIP
5203
Colter Lewis Investment Partners
Connecticut
$747K +$143K +569 +22%
PS
5204
Planning Strategies
Pennsylvania
$747K +$786K +3,133 New
RA
5205
Resolute Advisors
California
$746K -$795K -3,167 -50%
HWA
5206
Hilltop Wealth Advisors
North Carolina
$745K +$148K +590 +23%
CCA
5207
Cottonwood Capital Advisors
Utah
$744K -$251 -1 -0%
WP
5208
Walleye Partners
Wisconsin
$744K +$44.2K +176 +6%
TFA
5209
TPG Financial Advisors
Oregon
$744K +$11.8K +47 +2%
SI
5210
Stirlingshire Investments
New York
$743K +$13.8K +55 +2%
SCM
5211
Stonehearth Capital Management
Massachusetts
$743K -$61.2K -244 -7%
MFA
5212
McClarren Financial Advisors
Pennsylvania
$743K -$18.6K -74 -2%
PGF
5213
Plan Group Financial
Oklahoma
$740K -$245K -976 -24%
MIM
5214
Montgomery Investment Management
Maryland
$740K – – –
IWMO
5215
Integrated Wealth Management (Ohio)
Ohio
$739K -$28.6K -114 -4%
SI
5216
Symmetry Investments
Jersey
$739K -$16.6M -66,078 -96%
KP
5217
Kitching Partners
Pennsylvania
$736K +$29.9K +119 +4%
CFM
5218
Cornerstone Financial Management
Massachusetts
$735K +$138K +550 +22%
AWM
5219
Absher Wealth Management
North Carolina
$734K -$14.1K -56 -2%
ACM
5220
Absolute Capital Management
Pennsylvania
$734K +$192K +766 +33%
IIA
5221
Integrity Investment Advisors
Colorado
$734K -$80.3K -320 -9%
T
5222
TrueFG
Texas
$734K +$28.9K +115 +4%
CCP
5223
Clarkston Capital Partners
Michigan
$733K -$508K -2,022 -40%
NBWM
5224
North Berkeley Wealth Management
California
$733K +$16.6K +66 +2%
BW
5225
Bravera Wealth
North Dakota
$733K +$33.9K +135 +5%
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209
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