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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
4676
Mainsail Financial Group
Washington
$281K +$29.5K +46 +10%
SWM
4677
Sherman Wealth Management
Maryland
$281K +$6.41K +10 +2%
IG
4678
IFS Group
Pennsylvania
$280K +$313K +489 New
CGH
4679
CMG Global Holdings
Texas
$280K -$175K -273 -36%
PWM
4680
Provident Wealth Management
Tennessee
$279K – – –
BFM
4681
Brooklands Fund Management
United Kingdom
$279K -$656K -1,023 -68%
AFS
4682
Access Financial Services
Minnesota
$279K -$57.7K -90 -16%
HTWM
4683
Hartmann Taylor Wealth Management
Texas
$279K +$641 +1 +0.2%
JESC
4684
J.E. Simmons & Co
Texas
$279K +$8.33K +13 +3%
GWM
4685
GK Wealth Management
Nevada
$278K -$1.79M -2,786 -84%
DWM
4686
DWR Wealth Management
California
$278K +$5.13K +8 +2%
PWM
4687
Parkway Wealth Management
Texas
$278K -$2.04M -3,179 -88%
WAG
4688
Wheelhouse Advisory Group
Missouri
$278K -$34.6K -54 -10%
1NWS
4689
1 North Wealth Services
Maryland
$277K +$24.4K +38 +9%
SWM
4690
Steelhead Wealth Management
Virginia
$277K +$311K +485 New
HCP
4691
Hardin Capital Partners
South Carolina
$277K – – –
KL
4692
KWMG LLC
Kansas
$276K -$93.6K -146 -23%
KA
4693
Kooman & Associates
Pennsylvania
$276K +$12.2K +19 +4%
PWA
4694
PCG Wealth Advisors
Kansas
$276K +$8.97K +14 +3%
IF
4695
Ironwood Financial
Arizona
$276K – – –
SFP
4696
SwitchPoint Financial Planning
Utah
$275K -$1.28K -2 -0.4%
CAM
4697
CPA Asset Management
Florida
$275K – – –
BWG
4698
Beta Wealth Group
California
$275K +$1.28K +2 +0.4%
SPW
4699
Sonoma Private Wealth
California
$275K -$34K -53 -10%
KFG
4700
Kelly Financial Group
Connecticut
$274K -$12.2K -19 -4%
186 187
188
189 190