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Name Holding Trade Value Shares
Change 		Change in
Stake
SN
2626
Sittner & Nelson
Oregon
$815K – – –
TWM
2627
TCFG Wealth Management
California
$814K -$82.5K -228 -9%
FMP
2628
Financial Management Professionals
Texas
$813K -$45.6K -126 -5%
OCPWS
2629
One Charles Private Wealth Services
Massachusetts
$813K +$69.5K +192 +9%
SMF
2630
Scott Marsh Financial
Utah
$812K +$802K +2,216 New
SFWA
2631
Summit Financial Wealth Advisors
Louisiana
$812K +$7.24K +20 +0.9%
PWMA
2632
Pension & Wealth Management Advisors
Massachusetts
$811K – – –
KW
2633
KWB Wealth
California
$810K +$2.9K +8 +0.4%
BKA
2634
Brick & Kyle Associates
Pennsylvania
$809K +$1.09K +3 +0.1%
SFPG
2635
Stonebridge Financial Planning Group
Florida
$807K +$1.09K +3 +0.1%
BA
2636
Ballast Advisors
Minnesota
$805K +$3.62K +10 +0.5%
1IA
2637
1620 Investment Advisors
Massachusetts
$805K +$10.9K +30 +1%
AFCM
2638
Applied Finance Capital Management
Puerto Rico
$805K -$11.2K -31 -1%
DWM
2639
Defined Wealth Management
Oregon
$804K +$19.2K +53 +2%
UIM
2640
Unified Investment Management
Georgia
$803K – – –
ACM
2641
AUA Capital Management
Pennsylvania
$803K – – –
PPWM
2642
Paragon Private Wealth Management
Kentucky
$800K -$14.8K -41 -2%
SCA
2643
Sandy Cove Advisors
Massachusetts
$798K +$77.4K +214 +11%
CFG
2644
Chapman Financial Group
Hawaii
$797K +$787K +2,175 New
JSAM
2645
J. Safra Asset Management
New York
$795K -$52.8K -146 -6%
SNB
2646
Security National Bank
Nebraska
$795K +$4.7K +13 +0.6%
CCP
2647
Cushing Capital Partners
Wisconsin
$795K -$3.98K -11 -0.5%
BWM
2648
Blossom Wealth Management
California
$793K +$14.8K +41 +2%
SPL
2649
Smart Portfolios LLC
Washington
$793K +$15.6K +43 +2%
SFC
2650
SYM Financial Corp
Indiana
$792K +$60.8K +168 +8%
104 105
106
107 108