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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAM
2076
Cornerstone Advisors Asset Management
Pennsylvania
$413K – – –
CCAL
2077
City Center Advisors LLC
Michigan
$413K +$397K +9,835 New
SWM
2078
SFG Wealth Management
Maryland
$412K +$85.4K +2,117 +27%
LGWM
2079
Litman Gregory Wealth Management
California
$411K -$121K -3,000 -23%
FAFN
2080
First Affirmative Financial Network
Colorado
$410K -$726 -18 -0.2%
FWA
2081
FSM Wealth Advisors
Ohio
$410K +$11.9K +294 +3%
FSA
2082
Financial Sense Advisors
California
$409K -$45.5K -1,129 -10%
BCA
2083
Bray Capital Advisors
Florida
$409K – – –
CAM
2084
Cozad Asset Management
Illinois
$407K -$43.5K -1,078 -10%
LWM
2085
Liberty Wealth Management
California
$407K +$391K +9,694 New
LL
2086
LWMG LLC
Minnesota
$406K +$5.28K +131 +1%
SFG
2087
Sowa Financial Group
Rhode Island
$406K – – –
BWP
2088
Bernardo Wealth Planning
Pennsylvania
$406K -$25.3K -626 -6%
DSC
2089
Duncker Streett & Co
Missouri
$405K -$53.1K -1,317 -12%
FFA
2090
First Foundation Advisors
California
$405K -$78K -1,933 -17%
EBT
2091
Enterprise Bank & Trust
Massachusetts
$405K +$807 +20 +0.2%
DWM
2092
Darwin Wealth Management
Florida
$404K -$5.37K -133 -1%
PWA
2093
Provenance Wealth Advisors
Florida
$403K +$17.5K +434 +5%
FNB
2094
Farmers National Bank
Kentucky
$403K -$22.9K -567 -6%
MTWM
2095
Masso Torrence Wealth Management
New Jersey
$403K +$29K +720 +8%
TWP
2096
Tower Wealth Partners
Pennsylvania
$402K +$81 +2 +0%
CW
2097
Channel Wealth
California
$401K -$37.1K -920 -9%
HBW
2098
Hazlett, Burt & Watson
West Virginia
$400K -$30.5K -756 -7%
CA
2099
Calton & Associates
Florida
$400K -$228K -5,663 -37%
TSWM
2100
Triangle Securities Wealth Management
North Carolina
$399K -$34.7K -860 -8%
82 83
84
85 86