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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3376
Personal Wealth Partners
Minnesota
$330K -$16.4K -100 -5%
SCA
3377
Sippican Capital Advisors
Massachusetts
$330K +$345K +2,095 New
SWG
3378
Summit Wealth Group
Vermont
$328K – – –
HCP
3379
Holt Capital Partners
Texas
$327K – – –
FMP
3380
Financial Management Professionals
Texas
$326K +$987 +6 +0.3%
XS
3381
XR Securities
Illinois
$324K +$338K +2,057 New
AIS
3382
American Investment Services
Massachusetts
$323K -$3.13K -19 -0.9%
ACA
3383
Ascension Capital Advisors
Texas
$320K +$1.64K +10 +0.5%
TW
3384
Towerpoint Wealth
California
$320K +$15.3K +93 +5%
JC
3385
Jentner Corp
Ohio
$318K -$9.21K -56 -3%
TIM
3386
Total Investment Management
Arizona
$318K +$42.9K +261 +15%
FM
3387
Fondren Management
Texas
$315K +$329K +2,000 New
WCP
3388
Welch Capital Partners
New York
$314K – – –
SCM
3389
Stordahl Capital Management
Colorado
$310K -$90.1K -548 -21%
GG
3390
GenWealth Group
New Jersey
$307K +$321K +1,952 New
FWCM
3391
First Western Capital Management
California
$299K -$61K -371 -16%
PWM
3392
Provident Wealth Management
Tennessee
$299K +$17.3K +105 +6%
SMG
3393
Smart Money Group
Texas
$291K +$28.1K +171 +10%
SWM
3394
Shakespeare Wealth Management
Wisconsin
$291K +$80.1K +487 +36%
NC
3395
NewSquare Capital
Pennsylvania
$290K -$230K -1,398 -43%
TFA
3396
Tobias Financial Advisors
Florida
$290K -$73.3K -446 -20%
CFIA
3397
Cantor Fitzgerald Investment Advisors
New York
$289K +$46.5K +283 +18%
QWM
3398
Quaker Wealth Management
New Jersey
$287K +$987 +6 +0.3%
SWM
3399
Southern Wealth Management
Texas
$286K -$114K -695 -28%
CB
3400
Cooke & Bieler
Pennsylvania
$284K +$296K +1,800 New
134 135
136
137 138