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Name Holding Trade Value Shares
Change 		Change in
Stake
SM
4051
Sensible Money
Arizona
$295K +$2.04K +6 +0.7%
FMP
4052
Financial Management Professionals
Texas
$295K +$3.41K +10 +1%
AF
4053
Affiance Financial
Minnesota
$294K +$29.3K +86 +11%
BAG
4054
Bauman Advisory Group
Nevada
$293K +$285K +836 New
AIA
4055
Alternative Investment Advisors
Florida
$293K +$21.5K +63 +8%
FH
4056
Financial Harvest
Florida
$293K +$7.84K +23 +3%
JTF
4057
J. Team Financial
Texas
$293K -$125K -366 -31%
CCM
4058
Collar Capital Management
Wisconsin
$292K – – –
SFG
4059
Southern Financial Group
Alabama
$292K +$284K +833 New
VWM
4060
Vermillion Wealth Management
Minnesota
$291K -$3.75K -11 -1%
EA
4061
Eclectic Associates
California
$290K -$21.1K -62 -7%
AA
4062
ACT Advisors
North Carolina
$290K +$72.9K +214 +35%
EF
4063
Exeter Financial
Arizona
$290K +$341 +1 +0.1%
BBW
4064
Blue Barn Wealth
Utah
$290K -$672K -1,972 -70%
SP
4065
Symmetry Partners
Connecticut
$290K -$51.1K -150 -15%
HAS
4066
Holland Advisory Services
Florida
$289K +$341 +1 +0.1%
CKAIS
4067
Christensen King & Associates Investment Services
Washington
$289K – – –
SWM
4068
Shrier Wealth Management
California
$289K +$280K +823 New
AWM
4069
Athena Wealth Management
Nevada
$288K +$280K +822 New
USB
4070
Union Savings Bank
Connecticut
$288K +$280K +822 New
SO
4071
Sierra Ocean
California
$288K -$38.2K -112 -12%
LAM
4072
Lountzis Asset Management
Pennsylvania
$288K -$51.1K -150 -15%
MAM
4073
MMA Asset Management
Pennsylvania
$288K -$63.4K -186 -18%
TIM
4074
Total Investment Management
Arizona
$287K -$16.4K -48 -6%
HWMC
4075
Heritage Wealth Management (California)
California
$287K +$1.7K +5 +0.6%
161 162
163
164 165