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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
5426
Corient IA
Florida
$825K -$113K -270 -11%
HWM
5427
HBE Wealth Management
Nebraska
$824K +$163K +389 +21%
HFS
5428
Hughes Financial Services
Virginia
$823K +$56.1K +134 +6%
QP
5429
Quartz Partners
New York
$822K -$177K -423 -16%
SEA
5430
Stegent Equity Advisors
Texas
$822K -$231K -553 -20%
JWS
5431
Juncture Wealth Strategies
Arizona
$821K +$43.1K +103 +5%
6SA
5432
6th Street Advisors
Alabama
$820K +$927K +2,215 New
SWM
5433
Shrier Wealth Management
California
$820K +$32.2K +77 +4%
LWM
5434
Lighthouse Wealth Management
Ohio
$820K -$60.7K -145 -6%
E
5435
EntreWealth
Texas
$819K +$93.3K +223 +11%
HWA
5436
Heritage Wealth Architects
Minnesota
$818K -$66.1K -158 -7%
WFP
5437
Welch Financial Planning
Colorado
$818K +$82K +196 +10%
PCM
5438
Passive Capital Management
Maryland
$815K +$30.5K +73 +3%
HWM
5439
Hemming & Wealth Management
Michigan
$814K – – –
AWM
5440
Avaii Wealth Management
Wisconsin
$809K -$174K -415 -16%
SFC
5441
Summit Financial Consulting
Michigan
$808K -$10.5K -25 -1%
HCM
5442
Horrell Capital Management
Arkansas
$805K -$14.6K -35 -2%
AAS
5443
AdviceOne Advisory Services
Connecticut
$805K +$5.86K +14 +0.6%
CIM
5444
Catalyst Investment Management
New Hampshire
$803K -$155K -371 -16%
BWG
5445
Balanced Wealth Group
Ohio
$802K +$1.25K +3 +0.1%
SWM
5446
Shakespeare Wealth Management
Wisconsin
$802K -$36.8K -88 -4%
PCM
5447
Prospera Capital Management
Arizona
$802K +$50.2K +120 +6%
SIM
5448
Synergy Investment Management
Florida
$799K +$88.7K +212 +11%
EMCIP
5449
Ewing Morris & Co Investment Partners
Ontario, Canada
$799K +$480K +1,146 +112%
MIAS
5450
Mason Investment Advisory Services
Virginia
$799K +$10.9K +26 +1%
216 217
218
219 220