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Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
2401
Cottage Street Advisors
Massachusetts
$378K -$53.5K -500 -11%
PAS
2402
Professional Advisory Services
Florida
$378K – – –
BFS
2403
Bickling Financial Services
Massachusetts
$376K -$73K -682 -15%
FWM
2404
Foresight Wealth Management
Utah
$376K -$17.1K -160 -4%
PWM
2405
Prentice Wealth Management
New York
$376K +$423K +3,949 New
CCC
2406
Chelsea Counsel Company
California
$375K -$432K -4,034 -50%
SWM
2407
Segment Wealth Management
Texas
$374K -$8.88K -83 -2%
AWM
2408
Accurate Wealth Management
Florida
$374K +$133K +1,245 +47%
IFPG
2409
Intrepid Financial Planning Group
Indiana
$373K -$18.7K -175 -4%
SFA
2410
Semmax Financial Advisors
North Carolina
$373K +$266K +2,487 +204%
CC
2411
Corton Capital
Ontario, Canada
$372K -$222K -2,074 -34%
EW
2412
Enzi Wealth
Texas
$372K +$419K +3,919 New
MCA
2413
Magnolia Capital Advisors
Mississippi
$370K -$27.3K -255 -6%
BP
2414
Broadleaf Partners
Ohio
$370K – – –
TA
2415
TruWealth Advisors
Louisiana
$369K -$95.7K -894 -19%
NWM
2416
Northwest Wealth Management
Iowa
$369K +$3.21K +30 +0.8%
SHFP
2417
Second Half Financial Partners
Florida
$368K -$138K -1,286 -25%
AHB
2418
Abner Herrman & Brock
New Jersey
$368K -$7.28K -68 -2%
ADBIC
2419
A.D. Beadell Investment Counsel
Wisconsin
$368K +$81.8K +764 +24%
CA
2420
Centerpoint Advisors
Massachusetts
$368K +$82.5K +771 +25%
ACM
2421
Advance Capital Management
Michigan
$367K +$8.67K +81 +2%
HFRG
2422
Houlihan Financial Resource Group
Virginia
$367K +$419K +3,912 New
FI
2423
Financial Insights
Washington
$366K +$416K +3,884 New
RWM
2424
RBA Wealth Management
California
$365K -$2.03K -19 -0.5%
MTWM
2425
Masso Torrence Wealth Management
New Jersey
$363K -$19.8K -185 -5%
95 96
97
98 99