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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2551
Jeppson Wealth Management
California
$613K -$36.5K -90 -7%
GWM
2552
GDS Wealth Management
Texas
$613K +$243K +598 +87%
DWA
2553
Dougherty Wealth Advisers
Minnesota
$612K – – –
SFG
2554
Shum Financial Group
California
$612K +$520K +1,282 New
ML
2555
Mayport LLC
Massachusetts
$612K +$118K +290 +29%
FDW
2556
Fourth Dimension Wealth
Ohio
$611K -$47.5K -117 -8%
UAS
2557
United Asset Strategies
New York
$607K -$4.06K -10 -0.8%
SFG
2558
Synergy Financial Group
California
$607K +$67.8K +167 +15%
MAG
2559
Mokosak Advisory Group
Iowa
$604K – – –
CA
2560
CGN Advisors
Kansas
$603K +$235K +578 +84%
KA
2561
KDT Advisors
New York
$603K – – –
SC
2562
Solstein Capital
California
$603K – – –
OIA
2563
Oakmont Investment Advisors
Pennsylvania
$603K +$812 +2 +0.2%
FMP
2564
Financial Management Professionals
Texas
$603K +$32.1K +79 +7%
W
2565
Wealthquest
Ohio
$602K -$17.9K -44 -3%
RTC
2566
Real Talk Capital
Tennessee
$599K -$6.49K -16 -1%
OCG
2567
Opus Capital Group
Ohio
$599K +$53.2K +131 +12%
PAG
2568
Powers Advisory Group
Illinois
$599K +$4.87K +12 +1%
TSW
2569
Three Seasons Wealth
Utah
$598K +$215K +529 +73%
CIM
2570
Catalyst Investment Management
New Hampshire
$597K -$27.2K -67 -5%
BDFN
2571
Bond & Devick Financial Network
Minnesota
$593K -$9.74K -24 -2%
SWM
2572
Salvus Wealth Management
New Jersey
$593K +$11.4K +28 +2%
NLA
2573
Northern Lights Advisors
Washington
$593K +$34.1K +84 +7%
IF
2574
Integrity Financial
Wyoming
$592K +$13.4K +33 +3%
AFG
2575
ABLE Financial Group
Arizona
$592K -$124K -305 -20%