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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
2176
Penney Financial
Texas
$895K +$907K +5,998 New
6F
2177
626 Financial
Michigan
$894K +$20K +132 +2%
DAM
2178
Derbend Asset Management
Georgia
$892K +$33.3K +220 +4%
SPWM
2179
Schrum Private Wealth Management
Florida
$891K -$240K -1,584 -21%
BAG
2180
Bridgewealth Advisory Group
California
$889K +$24.8K +164 +3%
FG
2181
Foster Group
Iowa
$887K – – –
WW
2182
Waterfront Wealth
Kansas
$887K – – –
AC
2183
Allstate Corporation
Illinois
$887K -$48.7K -322 -5%
SAF
2184
Smith Anglin Financial
Texas
$886K +$225K +1,488 +33%
MPCA
2185
Madison Park Capital Advisors
Washington
$886K +$898K +5,939 New
PFT
2186
Providence First Trust
Arizona
$885K – – –
GA
2187
GoalVest Advisory
New York
$884K +$794K +5,248 +771%
FAT
2188
First American Trust
California
$883K +$238K +1,572 +36%
EWM
2189
Edge Wealth Management
New York
$882K -$34.5K -228 -4%
LWMM
2190
Legacy Wealth Management (Mississippi)
Mississippi
$882K – – –
SFG
2191
Seamount Financial Group
Colorado
$882K +$894K +5,913 New
CAM
2192
Costello Asset Management
Pennsylvania
$878K +$38K +251 +4%
OIA
2193
Optimum Investment Advisors
Illinois
$878K -$106K -699 -11%
SWP
2194
Strategic Wealth Partners
Ohio
$878K -$219K -1,447 -20%
CIA
2195
Compass Ion Advisors
Pennsylvania
$877K +$37.7K +249 +4%
ERWM
2196
Elk River Wealth Management
Colorado
$876K -$52.9K -350 -6%
DOA
2197
D'Orazio & Associates
Virginia
$875K -$138K -913 -13%
WFA
2198
WestHill Financial Advisors
California
$874K -$113K -744 -11%
FMP
2199
Financial Management Professionals
Texas
$871K +$77.4K +512 +10%
PWM
2200
Partnership Wealth Management
Maryland
$870K +$892K +5,900 New
86 87
88
89 90