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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
751
Sawyer & Company
Massachusetts
$805K +$164K +3,480 +22%
SFSG
752
Sound Financial Strategies Group
Mississippi
$805K -$170K -3,603 -18%
TWC
753
TD Waterhouse Canada
Ontario, Canada
$802K +$2.98K +63 +0.4%
EFH
754
Eaton Financial Holdings
Florida
$801K +$50.4K +1,067 +7%
IWM
755
IHT Wealth Management
Illinois
$801K +$12.5K +264 +2%
CFO
756
Callan Family Office
Pennsylvania
$801K -$294K -6,220 -28%
EC
757
EntryPoint Capital
New York
$796K +$767K +16,230 New
JPWM
758
Jamison Private Wealth Management
Georgia
$788K -$7.94K -168 -1%
IWM
759
Integris Wealth Management
California
$786K – – –
HCP
760
Holt Capital Partners
Texas
$785K – – –
BC
761
Broadwater Capital
Massachusetts
$785K -$31M -656,000 -98%
SAM
762
Smartleaf Asset Management
Massachusetts
$781K +$247K +5,232 +49%
RL
763
Retireful LLC
Michigan
$769K +$741K +15,675 New
MMA
764
Miracle Mile Advisors
California
$766K -$68.1K -1,442 -8%
OC
765
Oarsman Capital
Wisconsin
$764K – – –
SAM
766
Summit Asset Management
Tennessee
$763K +$8.84K +187 +1%
NP
767
NorthRock Partners
Minnesota
$752K +$127K +2,687 +21%
SSCM
768
Sovereign's Capital Management
Georgia
$752K +$2.65K +56 +0.4%
HCM
769
Hengehold Capital Management
Ohio
$743K -$31.9K -676 -4%
CAG
770
Crestwood Advisors Group
Massachusetts
$742K +$50.4K +1,066 +8%
PCM
771
Prelude Capital Management
New York
$738K +$711K +15,045 New
SWP
772
Sagespring Wealth Partners
Tennessee
$735K +$71.3K +1,509 +11%
LFG
773
Larson Financial Group
Missouri
$732K +$179K +3,790 +34%
SL
774
SWMG LLC
Texas
$730K +$450K +9,516 +127%
FWCM
775
Ferguson Wellman Capital Management
Oregon
$724K – – –
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