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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
2551
Sound Income Strategies
Florida
$632K +$20.1K +172 +4%
ACA
2552
Affinity Capital Advisors
California
$632K +$12.5K +107 +2%
Members Trust
2553
Members Trust
Florida
$632K -$40K -342 -7%
LIA
2554
Lynx Investment Advisory
District of Columbia
$630K +$186K +1,585 +48%
FC
2555
Fairscale Capital
New Hampshire
$629K – – –
CWMK
2556
Caliber Wealth Management (Kansas)
Kansas
$628K -$1.41K -12 -0.2%
HCM
2557
Hollencrest Capital Management
California
$627K +$11.8K +101 +2%
WCM
2558
Wedge Capital Management
North Carolina
$626K -$69.8K -596 -11%
OA
2559
Operose Advisors
Wisconsin
$626K -$18.5K -158 -3%
MAM
2560
MWA Asset Management
Massachusetts
$625K – – –
AWM
2561
Accel Wealth Management
Iowa
$625K +$351 +3 +0.1%
PAW
2562
Plan A Wealth
Nebraska
$625K +$6.09K +52 +1%
KW
2563
Keyvantage Wealth
Pennsylvania
$624K -$78.7K -672 -12%
SPWM
2564
Spartan Planning & Wealth Management
North Carolina
$624K -$79.6K -680 -12%
SWA
2565
Strata Wealth Advisors
Texas
$623K +$20.8K +178 +4%
AAS
2566
Annex Advisory Services
Wisconsin
$622K -$29.3K -250 -5%
3F
2567
360 Financial
Minnesota
$621K +$936 +8 +0.2%
USB
2568
Union Savings Bank
Connecticut
$621K – – –
EB
2569
Emprise Bank
Kansas
$620K -$7.96K -68 -1%
LCM
2570
Liberty Capital Management
Michigan
$619K +$563K +4,814 New
SRA
2571
Secured Retirement Advisors
Minnesota
$619K -$2.23M -19,084 -80%
CWG
2572
Crown Wealth Group
North Carolina
$618K +$2.11K +18 +0.4%
SFG
2573
Sovereign Financial Group
Connecticut
$618K – – –
CAM
2574
Campion Asset Management
Virginia
$618K +$5.27K +45 +0.9%
EMB
2575
Elefante Mark B
$617K – – –