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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
876
SHP Wealth Management
Massachusetts
$296K -$16.1K -73 -5%
LMFP
877
Larry Mathis Financial Planning
Arizona
$294K -$5.08K -23 -2%
GAAM
878
Guinness Atkinson Asset Management
California
$294K – – –
SAI
879
Savvy Advisors Inc
New York
$292K +$9.49K +43 +3%
KJWM
880
Kiley Juergens Wealth Management
Washington
$291K +$307K +1,392 New
TC
881
Trilogy Capital
California
$291K -$221 -1 -0.1%
IFWM
882
Institute for Wealth Management
Colorado
$291K +$4.19K +19 +1%
LTAS
883
Linden Thomas Advisory Services
North Carolina
$290K -$8.16K -37 -3%
PTC
884
Private Trust Company
Ohio
$290K -$40.8K -185 -12%
WAG
885
Wilkerson Advisory Group
Missouri
$288K -$418K -1,896 -58%
MWM
886
Mission Wealth Management
California
$288K +$15K +68 +5%
MS
887
Millington Securities
New Jersey
$287K +$303K +1,371 New
WI
888
WBI Investments
New Jersey
$287K +$303K +1,371 New
WI
889
WrapManager Inc
California
$286K -$136K -616 -31%
MWM
890
Meridian Wealth Management
Kentucky
$286K +$302K +1,367 New
SL
891
SWMG LLC
Texas
$285K +$301K +1,362 New
AAP
892
Arax Advisory Partners
Colorado
$283K -$45.9K -208 -13%
CWWM
893
Clear Wave Wealth Management
New Jersey
$283K +$298K +1,352 New
PCM
894
Pointe Capital Management
Michigan
$282K -$18.1K -82 -6%
FMLI
895
Fukoku Mutual Life Insurance
Japan
$281K – – –
LFAS
896
Level Four Advisory Services
Texas
$281K +$63.3K +287 +27%
MFS
897
Mattson Financial Services
Michigan
$276K +$291K +1,319 New
FWP
898
FAS Wealth Partners
Kansas
$276K +$66.9K +303 +30%
BF
899
Brucke Financial
Indiana
$275K +$95.6K +433 +49%
KWM
900
Kingsview Wealth Management
Oregon
$275K +$14.8K +67 +5%
34 35
36
37 38