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Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
5401
MA Private Wealth
California
$452K +$125K +684 +36%
O3W
5402
Omni 360 Wealth
New Jersey
$451K -$90.8K -495 -16%
ORG
5403
Optimist Retirement Group
Washington
$448K +$68.1K +371 +17%
IWM
5404
Integris Wealth Management
California
$447K -$15.6K -85 -3%
FA
5405
Financial Alternatives
California
$446K +$36K +196 +8%
MFS
5406
Mirabella Financial Services
United Kingdom
$445K -$4.03M -21,964 -90%
FWM
5407
ForthRight Wealth Management
Georgia
$444K – – –
CFG
5408
Certior Financial Group
Pennsylvania
$444K -$25.9K -141 -5%
JBC
5409
Jefferson Bridge Capital
Tennessee
$443K -$21.1K -115 -4%
FF
5410
Friedenthal Financial
New Jersey
$443K +$12.1K +66 +3%
WF
5411
Willow Financial
Arkansas
$442K +$465K +2,533 New
RSWA
5412
Robinson Smith Wealth Advisors
Maine
$440K +$211K +1,149 +84%
SIAM
5413
Sterling Investment Advisors (Missouri)
Missouri
$439K – – –
FS
5414
Financially Speaking
Colorado
$439K -$468K -2,551 -50%
I2I
5415
Insight 2811 Inc
Illinois
$438K -$36.7K -200 -7%
RIM
5416
Reliant Investment Management
Tennessee
$437K +$102K +555 +28%
MWML
5417
M Wealth Management LLC
California
$437K +$179K +975 +64%
SA
5418
Strategic Advocates
Utah
$437K -$16.6M -90,481 -97%
ACM
5419
Argyle Capital Management
Pennsylvania
$436K -$128K -700 -22%
IA
5420
Icon Advisers
Colorado
$436K – – –
PVI
5421
Pura Vida Investments
New York
$436K +$31.2K +170 +7%
OFA
5422
Orographic Financial Advisors
Colorado
$434K +$457K +2,490 New
VFG
5423
Valley Financial Group
Pennsylvania
$433K -$59.1K -322 -11%
R
5424
Rebalance
California
$433K -$329K -1,795 -42%
IASG
5425
Investment Advisory Services Group
Florida
$433K +$10.8K +59 +2%
215 216
217
218 219