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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
4726
Sterneck Capital Management
Missouri
$719K +$3.14K +18 +0.5%
ODFS
4727
O'Donnell Financial Services
California
$719K +$301K +1,728 +81%
RCWM
4728
Red Crane Wealth Management
California
$717K +$214K +1,227 +47%
CCG
4729
Capital CS Group
California
$716K -$236K -1,353 -26%
FF
4730
Farnam Financial
Arizona
$716K +$8.02K +46 +1%
MIM
4731
Macroview Investment Management
Maryland
$713K +$37.7K +216 +6%
IWM
4732
IMG Wealth Management
Florida
$713K +$9.41K +54 +1%
HSWS
4733
Higgins & Schmidt Wealth Strategies
Colorado
$713K +$48.3K +277 +8%
HWM
4734
Howard Wealth Management
Connecticut
$711K -$509K -2,918 -43%
HWMG
4735
Hurlow Wealth Management Group
Indiana
$710K -$80.5K -462 -11%
CCM
4736
Causeway Capital Management
California
$710K +$30.3K +174 +5%
PP
4737
PFS Partners
New Jersey
$709K -$17.4K -100 -3%
FSG
4738
Financial Strategies Group
Michigan
$709K +$94.3K +541 +19%
UFPG
4739
United Financial Planning Group
New York
$708K +$662K +3,796 New
WAM
4740
Wernau Asset Management
Massachusetts
$703K -$21.1K -121 -3%
KFG
4741
Kelly Financial Group
Connecticut
$703K +$102K +588 +18%
M
4742
MYeCFO
California
$703K +$83.5K +479 +15%
CGF
4743
Constant Guidance Financial
Massachusetts
$702K -$1.54M -8,850 -70%
SFA
4744
Seneca Financial Advisors
New York
$701K -$22.1K -127 -3%
BCM
4745
Banyan Capital Management
Georgia
$700K +$654K +3,754 New
SG
4746
Strid Group
Pennsylvania
$700K +$105K +605 +19%
BWA
4747
Boulder Wealth Advisors
Colorado
$699K +$653K +3,746 New
LAMNM
4748
Longview Asset Management (New Mexico)
New Mexico
$698K -$15.2K -87 -2%
CIEP
4749
Constellation Investimentos e Participacoes
Brazil
$698K +$3.49K +20 +0.5%
CF
4750
Crosspoint Financial
California
$697K +$10.5K +60 +2%
188 189
190
191 192