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Service Corp International
SCI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
501
Transamerica Financial Advisors
Florida
$5.53K +$404 +5 +8%
HIA
502
Harbor Investment Advisory
Maryland
$5.45K – – –
PWPS
503
Pinnacle Wealth Planning Services
Ohio
$5.03K +$161 +2 +3%
MWC
504
MBM Wealth Consultants
Missouri
$4.95K +$4.84K +60 New
ACA
505
American Capital Advisory
Idaho
$4.56K -$161 -2 -4%
EI
506
EFG International
$4.54K +$4.44K +55 New
FFA
507
Frazier Financial Advisors
Ohio
$4.37K – – –
CSC
508
Caldwell Sutter Capital
California
$4.21K – – –
SIS
509
Strategic Investment Solutions
Illinois
$4.21K – – –
ITIM
510
Indiana Trust & Investment Management
Indiana
$3.96K – – –
CTC
511
Central Trust Company
Missouri
$3.88K – – –
WTA
512
Washington Trust Advisors
Massachusetts
$3.86K -$1.29K -16 -25%
SIM
513
Synergy Investment Management
Florida
$3.8K +$3.71K +46 New
TCM
514
Triumph Capital Management
Colorado
$3.27K +$81 +1 +3%
MG
515
Mather Group
Illinois
$3.22K +$3.15K +39 New
CT
516
Colonial Trust
South Carolina
$3.13K – – –
PGAM
517
Princeton Global Asset Management
New Jersey
$3.13K – – –
S
518
Sachetta
Massachusetts
$2.81K +$1.94K +24 +240%
BWL
519
Bogart Wealth LLC
Virginia
$2.51K -$565 -7 -19%
RWM
520
Raffa Wealth Management
District of Columbia
$2.48K +$161 +2 +7%
RIL
521
Rothschild Investment LLC
Illinois
$2.39K -$727 -9 -24%
PWMG
522
Prestige Wealth Management Group
New Jersey
$2.31K – – –
SIS
523
Sound Income Strategies
Florida
$2.28K +$81 +1 +4%
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$2.15K – – –
CA
525
CoreCap Advisors
Michigan
$2.15K – – –
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