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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
5451
MTM Financial Group
Pennsylvania
$667K -$10.7K -21 -2%
MPCL
5452
My Personal CFO LLC
Washington
$661K -$17.9M -35,042 -96%
FWMP
5453
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$661K – – –
SPIO
5454
Seven Post Investment Office
California
$660K – – –
OAP
5455
One Advisory Partners
Kansas
$657K -$2.04K -4 -0.3%
HAFS
5456
Hapanowicz & Associates Financial Services
Pennsylvania
$653K +$87.7K +172 +16%
PWA
5457
Principia Wealth Advisory
Texas
$651K +$19.4K +38 +3%
MFG
5458
Mustico Financial Group
New York
$648K – – –
HIA
5459
HTG Investment Advisors
Connecticut
$647K -$456K -893 -42%
LTL
5460
Lowery Thomas LLC
California
$646K +$510 +1 +0.1%
GWMI
5461
Guardian Wealth Management (Illinois)
Illinois
$645K +$510 +1 +0.1%
GWAM
5462
Guardian Wealth Advisors (Minnesota)
Minnesota
$644K +$49K +96 +8%
SC
5463
Steph & Co
Wisconsin
$641K +$121K +238 +24%
LFA
5464
LifeGuide Financial Advisors
Pennsylvania
$641K – – –
FF
5465
Financial Futures
New Jersey
$639K -$50.5K -99 -7%
FOFP
5466
Fee-Only Financial Planning
South Carolina
$635K – – –
BHWM
5467
Bay Harbor Wealth Management
Maryland
$635K +$35.2K +69 +6%
EFG
5468
Ehrlich Financial Group
California
$633K +$6.12K +12 +1%
GWM
5469
Grand Wealth Management
Michigan
$633K -$13.3K -26 -2%
T
5470
TrueFG
Texas
$630K +$6.12K +12 +1%
B
5471
BetterWealth
California
$628K -$429K -840 -41%
MAM
5472
McCarthy Asset Management
California
$628K -$10.2K -20 -2%
UFPG
5473
United Financial Planning Group
New York
$628K +$618K +1,212 New
FIM
5474
Freedom Investment Management
Connecticut
$626K -$11.5M -22,601 -95%
JPT
5475
Jordan Park Trust
New Hampshire
$626K -$48K -94 -7%
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219
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