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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2551
TrueWealth Advisors
Alabama
$569K +$5.32K +68 +0.9%
PS
2552
Planned Solutions
California
$568K -$53.4K -682 -9%
HR
2553
Hardy Reed
Mississippi
$567K -$2.98K -38 -0.5%
CI
2554
Cherokee Insurance
Michigan
$566K – – –
CWM
2555
Cranbrook Wealth Management
Michigan
$566K – – –
GAM
2556
GEM Asset Management
Michigan
$564K -$1.17K -15 -0.2%
MCA
2557
Magnolia Capital Advisors
Mississippi
$563K +$173K +2,212 +44%
IWN
2558
Independent Wealth Network
Iowa
$563K +$1.72K +22 +0.3%
LA
2559
Legacy Advisors
Pennsylvania
$563K -$18.9K -241 -3%
LCWP
2560
Legacy Capital Wealth Partners
Arkansas
$560K +$41.7K +533 +8%
WP
2561
Westmount Partners
California
$560K +$167K +2,138 +42%
MC
2562
Marest Capital
California
$560K +$2.98K +38 +0.5%
BAM
2563
Broyhill Asset Management
North Carolina
$559K -$15K -192 -3%
IA
2564
Intellus Advisors
Florida
$559K -$98.4K -1,257 -15%
FG
2565
Foster Group
Iowa
$558K +$74.6K +953 +15%
CAWM
2566
Capital Advisors Wealth Management
Washington
$558K -$8.45K -108 -1%
HA
2567
Huntleigh Advisors
Missouri
$558K -$1.16M -14,811 -67%
TNA
2568
True North Advisors
Texas
$558K -$20.1K -257 -3%
PTC
2569
Philadelphia Trust Company
Pennsylvania
$557K -$8.45K -108 -1%
RIM
2570
Reliant Investment Management
Tennessee
$557K – – –
HWA
2571
Heartwood Wealth Advisors
Virginia
$557K -$3.52K -45 -0.6%
OWCM
2572
One Wealth Capital Management
Arizona
$555K -$9.79K -125 -2%
AWMS
2573
Advocacy Wealth Management Services
Georgia
$554K +$39K +498 +7%
NFTC
2574
North Forty Two & Co
Oregon
$554K – – –
LF
2575
LifeSteps Financial
California
$554K +$46.2K +590 +9%
101 102
103
104 105