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Fidelity National Financial
FNF

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
701
HFM Investment Advisors
New Jersey
$1.01K +$643 +11 +157%
HFM
702
Harvest Fund Management
China
$1K -$12.3K -210 -96%
OAJ
703
Ogorek Anthony Joseph
New York
$1K -$3.74K -64 -70%
AWM
704
Abound Wealth Management
Tennessee
$961 – – –
PWM
705
Parkworth Wealth Management
California
$953 +$292 +5 +42%
T
706
Transce3nd
Texas
$897 +$935 +16 New
CFO
707
CVA Family Office
Colorado
$841 -$643 -11 -42%
PWA
708
Principia Wealth Advisory
Texas
$729 +$234 +4 +44%
FMP
709
Financial Management Professionals
Texas
$673 -$234 -4 -25%
AT
710
Arlington Trust
Alabama
$617 +$643 +11 New
BHWM
711
Bay Harbor Wealth Management
Maryland
$616 +$175 +3 +38%
SIS
712
Sound Income Strategies
Florida
$564 – – –
SC
713
Stephens Consulting
Michigan
$561 +$585 +10 New
TWD
714
True Wealth Design
Ohio
$449 -$17.4K -298 -97%
AAS
715
Ameritas Advisory Services
Nebraska
$448 -$241K -4,129 -100%
RWM
716
Rialto Wealth Management
New York
$337 -$117 -2 -25%
ACA
717
American Capital Advisory
Idaho
$281 – – –
KG
718
Kilter Group
New York
$281 +$292 +5 New
QWM
719
Quaker Wealth Management
New Jersey
$281 +$292 +5 New
FCAS
720
First Command Advisory Services
Texas
$280 – – –
MCM
721
MV Capital Management
Maryland
$225 -$292 -5 -56%
CIR
722
Clear Investment Research
Georgia
$223 – – –
SFA
723
Semmax Financial Advisors
North Carolina
$150 – – –
TIM
724
Total Investment Management
Arizona
$71 +$58 +1 New
VWM
725
Vermillion Wealth Management
Minnesota
$60 -$2.28K -39 -98%
27 28
29
30 31