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Name Holding Trade Value Shares
Change 		Change in
Stake
WS
2851
Wela Strategies
Georgia
$623K +$724 +2 +0.1%
SMWM
2852
Silvia McColl Wealth Management
California
$622K +$21.7K +60 +4%
NCM
2853
Noesis Capital Mangement
Florida
$622K -$28.9K -80 -5%
BBWP
2854
Beacon Bridge Wealth Partners
Pennsylvania
$622K +$2.17K +6 +0.4%
HFS
2855
Howard Financial Services
Texas
$621K +$16.3K +45 +3%
CMS
2856
Capital Market Strategies
Florida
$618K -$1.45M -4,000 -70%
BCMLT
2857
Beacon Capital Management LLC (Tennessee)
Tennessee
$618K +$22.4K +62 +4%
BWM
2858
BlackDiamond Wealth Management
New York
$617K +$61.2K +169 +11%
SMA
2859
Seven Mile Advisory
New Jersey
$617K -$3.26K -9 -0.5%
PHIC
2860
Pine Haven Investment Counsel
Massachusetts
$616K – – –
IF
2861
Intrua Financial
Texas
$616K +$309K +854 +103%
WP
2862
Wealthspan Partners
Iowa
$614K -$9.41K -26 -2%
MWA
2863
Martel Wealth Advisors
Washington
$614K -$530K -1,464 -47%
FW
2864
FullCircle Wealth
Texas
$613K +$7.24K +20 +1%
MMCM
2865
Murphy & Mullick Capital Management
New York
$613K – – –
TW
2866
Traveka Wealth
California
$613K +$41.6K +115 +7%
GA
2867
Goldstein Advisors
Wisconsin
$612K -$295K -816 -33%
SFS
2868
Sharp Financial Services
Pennsylvania
$612K +$149K +413 +33%
QFA
2869
Quantum Financial Advisors
California
$611K +$17.4K +48 +3%
SFG
2870
Snider Financial Group
Washington
$611K +$115K +318 +24%
MFP
2871
Meridian Financial Partners
Virginia
$609K +$12.3K +34 +2%
BMC
2872
Benin Management Corp
Connecticut
$609K +$11.6K +32 +2%
TWM
2873
Triton Wealth Management
Arizona
$609K +$590K +1,631 New
EC
2874
Enhancing Capital
Pennsylvania
$609K – – –
ZRP
2875
Zynergy Retirement Planning
New Jersey
$608K -$29.7K -82 -5%
113 114
115
116 117