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Service Corp International
SCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
526
Creekmur Asset Management
Illinois
$3.65K – – –
HWA
527
Heartwood Wealth Advisors
Virginia
$3.58K +$3.43K +43 New
TWD
528
True Wealth Design
Ohio
$3.41K +$1.68K +21 +105%
M
529
MOTCO
Texas
$3.33K – – –
MG
530
Mather Group
Illinois
$3.33K +$3.19K +40 New
FFO
531
Fortitude Family Office
Arizona
$3.25K +$319 +4 +11%
PGAM
532
Princeton Global Asset Management
New Jersey
$3.16K – – –
BWL
533
Bogart Wealth LLC
Virginia
$3.09K +$559 +7 +23%
PWMG
534
Prestige Wealth Management Group
New Jersey
$2.33K – – –
RWM
535
Raffa Wealth Management
District of Columbia
$2.33K – – –
SIS
536
Sound Income Strategies
Florida
$2.2K – – –
FMP
537
Financial Management Professionals
Texas
$2.16K – – –
SC
538
Swan Capital
Florida
$2.08K – – –
WCM
539
Winthrop Capital Management
Indiana
$2K – – –
CCM
540
Cloud Capital Management
Washington
$2K +$2.31K +29 New
VWA
541
Valued Wealth Advisors
Utah
$2K – – –
DPW
542
DiNuzzo Private Wealth
Pennsylvania
$1.98K – – –
CH
543
Cromwell Holdings
Wyoming
$1.83K – – –
EWM
544
Evermay Wealth Management
Virginia
$1.67K – – –
HHGA
545
Halbert Hargrove Global Advisors
California
$1.58K +$1.52K +19 New
CA
546
Crewe Advisors
Utah
$1.5K -$10.1K -126 -88%
AP
547
Atwood & Palmer
Missouri
$1.5K – – –
RWM
548
Rialto Wealth Management
New York
$1.42K +$239 +3 +21%
SIC
549
Salem Investment Counselors
North Carolina
$1.33K – – –
TIM
550
Tortoise Investment Management
New York
$1.33K +$399 +5 +45%
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