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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1326
Consolidated Planning Corp
Georgia
$678K -$222K -885 -23%
DA
1327
DSC Advisors
Illinois
$678K +$764K +3,045 New
BWM
1328
Buckley Wealth Management
Nevada
$677K +$39.9K +159 +6%
SPAS
1329
Spectrum Planning & Advisory Services
California
$675K -$113K -450 -13%
BDWCC
1330
B&D White Capital Company
Texas
$675K – – –
BC
1331
Brio Consultants
California
$675K – – –
PIM
1332
Profit Investment Management
Maryland
$674K -$716K -2,850 -49%
TWM
1333
Tradition Wealth Management
Minnesota
$673K +$21.1K +84 +3%
HCM
1334
Howard Capital Management
Georgia
$672K -$862K -3,432 -56%
SWRP
1335
Summit Wealth & Retirement Planning
California
$672K +$49K +195 +7%
CAC
1336
Certified Advisory Corp
Florida
$669K +$754K +3,003 New
WWP
1337
Waypoint Wealth Partners
California
$668K -$753K -3,000 -50%
CCP
1338
Clarkston Capital Partners
Michigan
$668K – – –
DLG
1339
Daniel L. Goodwin
$668K – – –
ERIM
1340
Eagle Ridge Investment Management
Connecticut
$668K – – –
EIA
1341
Eldridge Investment Advisors
New Hampshire
$668K – – –
MCM
1342
Mainstay Capital Management
Michigan
$668K – – –
WMC
1343
Westwood Management Corporation
Illinois
$668K – – –
IFAM
1344
Institutional & Family Asset Management
Colorado
$668K +$33.1K +132 +5%
WJA
1345
Willis Johnson & Associates
Texas
$663K -$189K -753 -20%
LWP
1346
Lumature Wealth Partners
Georgia
$663K -$88.9K -354 -11%
KWP
1347
Keystone Wealth Partners
Arizona
$661K +$753 +3 +0.1%
GWAG
1348
Garrett Wealth Advisory Group
Texas
$661K +$7.53K +30 +1%
SB
1349
Sunflower Bank
Texas
$661K +$45.9K +183 +7%
HFS
1350
Howard Financial Services
Texas
$661K +$49K +195 +7%
52 53
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55 56