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Name Holding Trade Value Shares
Change 		Change in
Stake
MTI
5701
Merrithew & Thorsten Inc
California
$765K +$793K +1,583 New
AWMNY
5702
Arcadia Wealth Management (New York)
New York
$764K -$47.6K -95 -6%
FF
5703
Fortitude Financial
Washington
$762K -$13.1M -26,227 -94%
MPW
5704
MA Private Wealth
California
$759K -$291K -580 -27%
AU
5705
Algebris (UK)
United Kingdom
$759K -$1.01M -2,006 -56%
PWM
5706
PTM Wealth Management
United States
$756K +$501 +1 +0.1%
LWM
5707
Luminvest Wealth Management
Arizona
$756K -$9.52K -19 -1%
CF
5708
Crosspoint Financial
California
$753K +$513K +1,023 +192%
SLT
5709
St Louis Trust
Missouri
$753K – – –
PWM
5710
Parkway Wealth Management
Texas
$752K +$779K +1,555 New
BIS
5711
BG Investment Services
Guam
$752K -$7.52K -15 -1%
CCC
5712
Chesapeake Capital Corp
Florida
$743K – – –
EFP
5713
EnRich Financial Partners
Wisconsin
$742K +$34.1K +68 +5%
WIC
5714
Whitegate Investment Counselors
New Hampshire
$741K +$1K +2 +0.1%
FIG
5715
FSA Investment Group
Florida
$740K +$73.7K +147 +11%
EP
5716
E6 Portfolios
Utah
$738K +$764K +1,525 New
ICCON
5717
Investment Counsel Company of Nevada
Nevada
$736K -$177K -353 -19%
NPI
5718
New Perspectives Inc
Mississippi
$736K – – –
OL
5719
Odyssean LLC
Connecticut
$735K +$761K +1,519 New
WP
5720
Walleye Partners
Wisconsin
$734K +$761K +1,518 New
CPA
5721
Compass Planning Associates
Massachusetts
$731K -$209K -417 -22%
GFM
5722
GEN Financial Management
Minnesota
$731K +$25.6K +51 +3%
TWM
5723
Tanglewood Wealth Management
Texas
$728K – – –
PCM
5724
Praxis Capital Management
Illinois
$727K +$754K +1,504 New
PWA
5725
Principia Wealth Advisory
Texas
$726K +$122K +244 +19%
227 228
229
230 231