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Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
3226
McGuire Investment Group
Rhode Island
$648K – – –
OWM
3227
OneAscent Wealth Management
Alabama
$648K -$127K -374 -17%
HFS
3228
Howard Financial Services
Texas
$648K -$41.6K -123 -6%
SAM
3229
Sherman Asset Management
California
$647K +$25K +74 +4%
HI
3230
Hudock Inc
Pennsylvania
$647K -$11.2K -33 -2%
PIM
3231
Pullen Investment Management
Florida
$647K +$27.1K +80 +5%
MW
3232
Members Wealth
Pennsylvania
$646K +$7.78K +23 +1%
MAM
3233
Mainsail Asset Management
Alabama
$646K +$22.7K +67 +4%
IWS
3234
Insight Wealth Strategies
California
$645K -$6.43K -19 -1%
LAS
3235
Legacy Advisory Services
Pennsylvania
$644K -$96.4K -285 -13%
AWA
3236
Aletheian Wealth Advisors
Washington
$643K +$98.8K +292 +19%
RA
3237
Ruggaard & Associates
Ohio
$643K – – –
SSW
3238
Smith Shellnut Wilson
Mississippi
$642K +$40.3K +119 +7%
PAG
3239
Paladin Advisory Group
Iowa
$640K – – –
SHF
3240
Safe Harbor Fiduciary
Florida
$639K -$3.72K -11 -0.6%
RB
3241
Rodgers Brothers
Pennsylvania
$639K +$5.41K +16 +0.9%
PCMH
3242
Polymer Capital Management (HK)
Hong Kong
$639K +$278K +823 +82%
WI
3243
WBI Investments
New Jersey
$638K -$2.08M -6,142 -77%
RTC
3244
Riverview Trust Company
Washington
$637K -$90K -266 -13%
CWC
3245
Carolinas Wealth Consulting
North Carolina
$637K +$85.3K +252 +16%
JWM
3246
Jeppson Wealth Management
California
$637K -$9.81K -29 -2%
PCS
3247
Private Client Services
Kentucky
$637K +$21K +62 +4%
OIM
3248
Oder Investment Management
California
$636K +$6.77K +20 +1%
FWI
3249
Facet Wealth Inc
Maryland
$635K +$46.4K +137 +8%
HFP
3250
Holistic Financial Partners
Indiana
$635K +$5.41K +16 +0.9%
128 129
130
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