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Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
326
Fortitude Family Office
Arizona
$656 +$828 +15 New
RWM
327
RMG Wealth Management
Wisconsin
$622 +$828 +15 New
S
328
Sachetta
Massachusetts
$613 +$497 +9 +180%
RIL
329
Rothschild Investment LLC
Illinois
$525 +$110 +2 +20%
BFS
330
Bare Financial Services
Pennsylvania
$525 +$386 +7 +140%
PWA
331
Physician Wealth Advisors
Utah
$482 +$607 +11 New
CPG
332
Cornerstone Planning Group
New Jersey
$451 +$331 +6 +120%
BIM
333
Breakwater Investment Management
Washington
$394 +$497 +9 New
TFA
334
Transamerica Financial Advisors
Florida
$393 +$442 +8 +800%
HI
335
Horizon Investments
North Carolina
$350 -$110 -2 -20%
DF
336
Dunhill Financial
United Kingdom
$330 +$276 +5 +250%
QWM
337
Quaker Wealth Management
New Jersey
$307 +$331 +6 +600%
WA
338
Whipplewood Advisors
Colorado
$306 +$386 +7 New
IPS
339
Investors Portfolio Services
Washington
$284 +$386 +7 New
CH
340
Cromwell Holdings
Wyoming
$262 – – –
RWS
341
Retirement Wealth Solutions
Wisconsin
$219 -$718 -13 -72%
BLC
342
Brown, Lisle/Cummings
Rhode Island
$219 +$276 +5 New
TPCW
343
TD Private Client Wealth
New York
$131 -$662 -12 -80%
HFS
344
Hughes Financial Services
Virginia
$131 +$110 +2 +200%
KFAS
345
Keating Financial Advisory Services
Kansas
$131 +$166 +3 New
SWM
346
SHP Wealth Management
Massachusetts
$131 +$166 +3 New
ACA
347
American Capital Advisory
Idaho
$88 – – –
DF
348
DecisionPoint Financial
Arizona
$88 – – –
MCM
349
Manchester Capital Management
Vermont
$88 – – –
3FI
350
3 Factor Indexing
California
$88 +$110 +2 New
12 13
14
15 16