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Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
2551
Smart Money Group
Texas
$723K +$78.8K +231 +13%
S
2552
Sachetta
Massachusetts
$722K -$29.3K -86 -4%
SW
2553
SMART Wealth
Nebraska
$721K +$26.9K +79 +4%
TNA
2554
True North Advisors
Texas
$720K -$152K -447 -18%
FC
2555
Fulcrum Capital
Washington
$720K – – –
LWM
2556
Liberty Wealth Management
California
$719K +$4.81M +14,106 +686%
MWM
2557
Merriman Wealth Management
Washington
$718K +$26.3K +77 +4%
WP
2558
Wealthspan Partners
Iowa
$717K -$8.19K -24 -1%
FMP
2559
Financial Management Professionals
Texas
$717K +$32.7K +96 +5%
PIS
2560
POM Investment Strategies
North Carolina
$715K +$38.2K +112 +6%
UL
2561
Unionview LLC
Washington
$711K – – –
SXL
2562
Summit X LLC
Missouri
$711K +$183K +537 +36%
HCM
2563
Hengehold Capital Management
Ohio
$709K +$207K +607 +42%
SFPG
2564
Stonebridge Financial Planning Group
Florida
$708K +$18.4K +54 +3%
WFI
2565
West Family Investments
California
$706K -$115K -336 -14%
LWAM
2566
Legacy Wealth Asset Management
Minnesota
$706K – – –
CAG
2567
Curtis Advisory Group
California
$706K -$6.82K -20 -1%
CCP
2568
Cassia Capital Partners
North Carolina
$705K +$59K +173 +9%
SFS
2569
Symphony Financial Services
Ohio
$703K +$454K +1,332 New
CCB
2570
Cutter & Co Brokerage
Missouri
$701K -$74.4K -218 -10%
TWP
2571
Tempus Wealth Planning
California
$701K +$26.9K +79 +4%
SL
2572
Stevard LLC
Illinois
$699K – – –
BSI
2573
Bennett Selby Investments
Maine
$698K +$11.9K +35 +2%
QWM
2574
Quadcap Wealth Management
Texas
$697K -$14.7K -43 -2%
APW
2575
Austin Private Wealth
Texas
$697K +$88.7K +260 +15%
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103
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