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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
3401
Syntegra Private Wealth Group
Missouri
$269K +$248K +761 New
ZIMP
3402
Zimmermann Investment Management & Planning
Pennsylvania
$269K -$7.82K -24 -3%
S
3403
ShariaPortfolio
Florida
$268K -$1.33M -4,087 -84%
LTL
3404
Lowery Thomas LLC
California
$268K – – –
SRC
3405
Shufro Rose & Co
New York
$267K – – –
SCM
3406
Sollinda Capital Management
Florida
$267K +$246K +755 New
RCA
3407
Riverview Capital Advisers
Massachusetts
$266K – – –
RFG
3408
Range Financial Group
Oregon
$265K -$5.54K -17 -2%
PIAS
3409
PCA Investment Advisory Services
Ohio
$264K – – –
KAM
3410
Kraft Asset Management
Tennessee
$264K +$2.6K +8 +1%
MWM
3411
Massachusetts Wealth Management
Massachusetts
$264K +$243K +746 New
CA
3412
CapWealth Advisors
Tennessee
$263K – – –
CGFA
3413
Colton Groome Financial Advisors
North Carolina
$263K +$242K +744 New
SWP
3414
ShoreHaven Wealth Partners
New Jersey
$263K +$2.28K +7 +0.9%
MG
3415
Meritage Group
California
$262K -$40.1K -123 -14%
HFA
3416
Highland Financial Advisors
New Jersey
$262K +$241K +740 New
OPPS
3417
Obsidian Personal Planning Solutions
Maryland
$262K -$5.21K -16 -2%
WCAMG
3418
Woodard & Company Asset Management Group
North Carolina
$262K -$651 -2 -0.3%
DTC
3419
Davidson Trust Company
Washington
$262K +$241K +740 New
WIM
3420
Warwick Investment Management
Texas
$262K +$241K +739 New
SCA
3421
Stillwater Capital Advisors
Pennsylvania
$262K – – –
ACM
3422
Advance Capital Management
Michigan
$262K -$30K -92 -11%
MA
3423
MAS Advisors
Florida
$261K – – –
MWM
3424
MinichMacGregor Wealth Management
New York
$261K +$240K +737 New
YWS
3425
Yarger Wealth Strategies
Ohio
$260K +$9.12K +28 +4%
135 136
137
138 139