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Name Holding Trade Value Shares
Change 		Change in
Stake
IW
3651
Instrumental Wealth
Florida
$844K -$48.8K -79 -6%
SO
3652
Sierra Ocean
California
$844K +$1.24K +2 +0.2%
MLCM
3653
M & L Capital Management
United Kingdom
$841K – – –
AAMC
3654
Asset Allocation & Management Company
Illinois
$841K – – –
FBFS
3655
First Business Financial Services
Wisconsin
$840K +$124K +200 +21%
LFP
3656
Leeward Financial Partners
Washington
$840K +$286K +463 +69%
SFG
3657
Sterling Financial Group
California
$839K +$6.8K +11 +1%
LOPW
3658
Live Oak Private Wealth
North Carolina
$839K +$117K +190 +20%
SWM
3659
Scissortail Wealth Management
Oklahoma
$839K +$151K +244 +27%
SDWMA
3660
Schneider Downs Wealth Management Advisors
Pennsylvania
$838K -$99.5K -161 -12%
IWP
3661
Insight Wealth Partners
Texas
$836K +$33.4K +54 +5%
BW
3662
Basepoint Wealth
Iowa
$835K -$19.2K -31 -3%
ACM
3663
Advance Capital Management
Michigan
$834K +$26.6K +43 +4%
PAG
3664
Paladin Advisory Group
Iowa
$833K – – –
SIM
3665
Studio Investment Management
Illinois
$833K -$3.71K -6 -0.5%
BBPWM
3666
Blue Bell Private Wealth Management
Pennsylvania
$831K -$26.6K -43 -4%
GSIS
3667
Global Strategic Investment Solutions
Arizona
$830K +$618 +1 +0.1%
IF
3668
IRON Financial
Illinois
$829K +$27.2K +44 +4%
CFD
3669
Creative Financial Designs
Indiana
$828K +$67.4K +109 +11%
LBC
3670
Leigh Baldwin & Co
New York
$828K +$352K +569 +103%
RFW
3671
Rainier Family Wealth
Washington
$827K +$16.1K +26 +2%
FF
3672
Financial Futures
New Jersey
$825K +$425K +687 +159%
BWP
3673
Bernardo Wealth Planning
Pennsylvania
$823K -$188K -304 -21%
RFS
3674
Richardson Financial Services
Massachusetts
$823K +$61.2K +99 +9%
IF
3675
Intrua Financial
Texas
$821K +$124K +201 +22%
145 146
147
148 149