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Service Corp International
SCI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
526
Twin Peaks Wealth Advisors
California
$3.63K +$3.51K +45 New
CAM
527
Creekmur Asset Management
Illinois
$3.56K – – –
PGAM
528
Princeton Global Asset Management
New Jersey
$3.09K – – –
M
529
MOTCO
Texas
$3.05K – – –
FFO
530
Fortitude Family Office
Arizona
$2.85K +$2.73K +35 New
CAWM
531
Capital A Wealth Management
Pennsylvania
$2.81K +$3.2K +41 New
BWL
532
Bogart Wealth LLC
Virginia
$2.45K +$312 +4 +15%
PWMG
533
Prestige Wealth Management Group
New Jersey
$2.28K – – –
CIAM
534
Caitong International Asset Management
Hong Kong
$2.28K -$80.5K -1,031 -97%
ACM
535
Accent Capital Management
Ohio
$2.28K – – –
RWM
536
Raffa Wealth Management
District of Columbia
$2.28K – – –
SIS
537
Sound Income Strategies
Florida
$2.21K – – –
FMP
538
Financial Management Professionals
Texas
$2.12K – – –
HI
539
Harbour Investments
Wisconsin
$2.12K +$1.87K +24 +1,200%
DPW
540
DiNuzzo Private Wealth
Pennsylvania
$2.04K – – –
SC
541
Swan Capital
Florida
$2.04K – – –
WCM
542
Winthrop Capital Management
Indiana
$2K – – –
VWA
543
Valued Wealth Advisors
Utah
$1.95K – – –
CH
544
Cromwell Holdings
Wyoming
$1.79K +$1.09K +14 +175%
EWM
545
Evermay Wealth Management
Virginia
$1.63K – – –
TWD
546
True Wealth Design
Ohio
$1.63K +$78 +1 +5%
AP
547
Atwood & Palmer
Missouri
$1.47K – – –
SIC
548
Salem Investment Counselors
North Carolina
$1.3K – – –
RWM
549
Rialto Wealth Management
New York
$1.14K -$1.48K -19 -58%
BIA
550
Bell Investment Advisors
California
$896 – – –
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