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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2676
Liberty Wealth Management
California
$729K – – –
EFG
2677
Embree Financial Group
Illinois
$729K +$154K +472 +30%
CRI
2678
Colonial River Investments
Virginia
$728K -$87.5K -269 -12%
WIA
2679
Wealthedge Investment Advisors
New York
$728K -$629K -1,933 -48%
MCM
2680
Mainstream Capital Management
California
$727K -$467K -1,435 -41%
TFA
2681
TandemGrowth Financial Advisors
Georgia
$725K +$74.5K +229 +13%
CFC
2682
Client First Capital
California
$724K +$3.9K +12 +0.6%
CCA
2683
Clearwater Capital Advisors
Illinois
$723K +$26K +80 +4%
FSAG
2684
Financial Solutions Advisory Group
Illinois
$723K -$27K -83 -4%
OC
2685
Oarsman Capital
Wisconsin
$722K -$130K -400 -16%
FAN
2686
Financial Advisors Network
California
$722K -$2.28K -7 -0.3%
FC
2687
Financial Consulate
Maryland
$721K +$3.25K +10 +0.5%
SFPG
2688
Stonebridge Financial Planning Group
Florida
$721K -$7.81K -24 -1%
BWM
2689
BankPlus Wealth Management
Mississippi
$720K +$15.3K +47 +2%
OAS
2690
Optivise Advisory Services
Tennessee
$720K -$1.3K -4 -0.2%
CCMR
2691
Core Capital Management & Research
Texas
$719K +$693K +2,131 New
FHC
2692
First Heartland Consultants
Missouri
$719K +$9.43K +29 +1%
LA
2693
Latitude Advisors
Florida
$718K +$177K +543 +36%
KBFS
2694
Kohmann Bosshard Financial Services
Ohio
$716K – – –
NG
2695
Novem Group
New York
$715K -$131K -402 -17%
SSC
2696
Syverson Strege & Co
Iowa
$715K -$219K -672 -25%
BKA
2697
Brick & Kyle Associates
Pennsylvania
$714K – – –
FDS
2698
Freedom Day Solutions
Texas
$712K -$138K -425 -17%
NFC
2699
Northstar Financial Companies
Pennsylvania
$712K -$12.7K -39 -2%
MFP
2700
Meramec Financial Planners
Missouri
$712K +$254K +781 +58%
106 107
108
109 110