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Loews
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Name Holding Trade Value Shares
Change 		Change in
Stake
S
701
Sachetta
Massachusetts
$5.9K – – –
FMP
702
Financial Management Professionals
Texas
$5.58K – – –
IWM
703
IMG Wealth Management
Florida
$5.48K – – –
CPG
704
Cornerstone Planning Group
New Jersey
$5.35K +$620 +6 +13%
PWMG
705
Prestige Wealth Management Group
New Jersey
$5.16K – – –
KG
706
Kilter Group
New York
$5.16K +$4.03K +39 +390%
SWIM
707
Smallwood Wealth Investment Management
New Jersey
$5.04K – – –
WSFS
708
Wilmington Savings Fund Society
Delaware
$4.95K – – –
PWA
709
Physician Wealth Advisors
Utah
$4.11K -$103 -1 -3%
HFS
710
Hughes Financial Services
Virginia
$4.11K -$826 -8 -17%
HHMI
711
Howard Hughes Medical Institute
Maryland
$3.9K – – –
RWM
712
Raffa Wealth Management
District of Columbia
$3.69K – – –
ACA
713
American Capital Advisory
Idaho
$3.69K +$1.55K +15 +75%
CFG
714
Clayton Financial Group
Missouri
$3.27K +$3.2K +31 New
MSWM
715
Mowery & Schoenfeld Wealth Management
Illinois
$2.84K – – –
FCAS
716
First Command Advisory Services
Texas
$2.84K +$2.79K +27 New
TFM
717
TFC Financial Management
Massachusetts
$2.63K – – –
WWM
718
Wolff Wiese Magana
California
$2.63K – – –
BHWM
719
Bay Harbor Wealth Management
Maryland
$2.63K +$1.14K +11 +79%
BL
720
BFSG LLC
California
$2.42K – – –
LB
721
Legacy Bridge
Iowa
$2.32K +$2.27K +22 New
WWA
722
Wealth Watch Advisors
Colorado
$2.21K +$2.06K +20 +2,000%
TAM
723
Tucker Asset Management
Colorado
$2.21K +$2.17K +21 New
CFM
724
Cornerstone Financial Management
Massachusetts
$1.9K +$1.86K +18 New
DF
725
Dunhill Financial
United Kingdom
$1.89K +$207 +2 +13%
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