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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1526
Segment Wealth Management
Texas
$809K – – –
LCM
1527
LRT Capital Management
Texas
$805K -$106K -1,700 -12%
MA
1528
MCF Advisors
Kentucky
$803K +$41.2K +660 +6%
SOS
1529
Silver Oak Securities
Tennessee
$801K +$33.7K +540 +5%
AWG
1530
Altus Wealth Group
Colorado
$796K +$12.5K +200 +2%
SIG
1531
Stonegate Investment Group
Alabama
$790K +$90.6K +1,450 +14%
LI
1532
LRI Investments
Florida
$789K +$676K +10,820 +1,230%
FCM
1533
Firsthand Capital Management
California
$789K +$6.25M +100,000 +200%
AIM
1534
Alhambra Investment Management
Florida
$789K +$167K +2,680 +30%
CFP
1535
Cypress Financial Planning
New Jersey
$787K -$70K -1,120 -9%
CAM
1536
Carret Asset Management
New York
$786K +$21.9K +350 +3%
FWP
1537
FAS Wealth Partners
Kansas
$786K +$10.6K +170 +1%
IPW
1538
Invictus Private Wealth
Colorado
$786K -$19.4K -310 -3%
AWM
1539
Accurate Wealth Management
Florida
$785K -$6.25K -100 -0.8%
MC
1540
Machina Capital
France
$780K -$74.3K -1,190 -9%
CAC
1541
Certified Advisory Corp
Florida
$780K +$50K +800 +7%
MP
1542
McDonald Partners
Ohio
$775K – – –
GC
1543
Garde Capital
Washington
$773K +$102K +1,630 +17%
MCM
1544
Mattern Capital Management
Colorado
$773K -$58.1K -930 -8%
WWP
1545
WR Wealth Planners
Missouri
$773K +$12.5K +200 +2%
SOW
1546
State of Wyoming
Wyoming
$770K -$60.6K -970 -8%
RRA
1547
Round Rock Advisors
Connecticut
$770K – – –
AFM
1548
Abbot Financial Management
Massachusetts
$770K +$86.8K +1,390 +14%
EFL
1549
ERn Financial LLC
Wisconsin
$769K +$5K +80 +0.7%
PL
1550
Plancorp LLC
Missouri
$769K +$8.12K +130 +1%
60 61
62
63 64