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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2701
Liberty Wealth Management
California
$732K -$48.3K -132 -6%
FC
2702
Financial Consulate
Maryland
$732K +$6.23K +17 +0.8%
CFS
2703
Commonwealth Financial Services
West Virginia
$730K +$34.4K +94 +5%
GHA
2704
Good Harbor Advisors
Massachusetts
$729K +$776K +2,119 New
OCPWS
2705
One Charles Private Wealth Services
Massachusetts
$728K -$17.9K -49 -2%
CWM
2706
Centurion Wealth Management
Virginia
$725K -$53.5K -146 -6%
FAN
2707
Financial Advisors Network
California
$725K -$82.8K -226 -10%
WC
2708
Weil Company
California
$723K +$4.39K +12 +0.6%
OL
2709
Optas LLC
Texas
$723K -$247K -674 -24%
BBPWM
2710
Blue Bell Private Wealth Management
Pennsylvania
$722K -$131K -357 -15%
BWM
2711
Blossom Wealth Management
California
$722K -$22K -60 -3%
LOIP
2712
Live Oak Investment Partners
Texas
$722K -$70.3K -192 -8%
PCM
2713
Praxis Capital Management
Illinois
$722K +$768K +2,097 New
CA
2714
Claris Advisors
Missouri
$719K +$89.7K +245 +13%
SFG
2715
Seamount Financial Group
Colorado
$719K – – –
FPL
2716
Fortress Private Ledger
North Carolina
$717K -$8.06K -22 -1%
KBFS
2717
Kohmann Bosshard Financial Services
Ohio
$717K – – –
EIG
2718
Ellenbecker Investment Group
Wisconsin
$716K -$12.8K -35 -2%
BSSFA
2719
Baron Silver Stevens Financial Advisors
Florida
$716K -$44K -120 -5%
MCM
2720
Marathon Capital Management
Maryland
$715K +$73.3K +200 +11%
PA
2721
Probity Advisors
Texas
$714K -$98.5K -269 -11%
C1AG
2722
Client 1st Advisory Group
Florida
$714K +$72.5K +198 +11%
TCWM
2723
Total Clarity Wealth Management
Illinois
$713K +$4.39K +12 +0.6%
SF
2724
Sun Financial
Utah
$712K +$758K +2,070 New
SFC
2725
SYM Financial Corp
Indiana
$711K -$113K -308 -13%
107 108
109
110 111