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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2076
SFG Wealth Management
Maryland
$412K +$85.4K +2,117 +27%
LGWM
2077
Litman Gregory Wealth Management
California
$411K -$121K -3,000 -23%
FAFN
2078
First Affirmative Financial Network
Colorado
$410K -$726 -18 -0.2%
FWA
2079
FSM Wealth Advisors
Ohio
$410K +$11.9K +294 +3%
FSA
2080
Financial Sense Advisors
California
$409K -$45.5K -1,129 -10%
BCA
2081
Bray Capital Advisors
Florida
$409K – – –
CAM
2082
Cozad Asset Management
Illinois
$407K -$43.5K -1,078 -10%
LWM
2083
Liberty Wealth Management
California
$407K +$391K +9,694 New
LL
2084
LWMG LLC
Minnesota
$406K +$5.28K +131 +1%
SFG
2085
Sowa Financial Group
Rhode Island
$406K – – –
BWP
2086
Bernardo Wealth Planning
Pennsylvania
$406K -$25.3K -626 -6%
DSC
2087
Duncker Streett & Co
Missouri
$405K -$53.1K -1,317 -12%
FFA
2088
First Foundation Advisors
California
$405K -$78K -1,933 -17%
EBT
2089
Enterprise Bank & Trust
Massachusetts
$405K +$807 +20 +0.2%
DWM
2090
Darwin Wealth Management
Florida
$404K -$5.37K -133 -1%
PWA
2091
Provenance Wealth Advisors
Florida
$403K +$17.5K +434 +5%
FNB
2092
Farmers National Bank
Kentucky
$403K -$22.9K -567 -6%
MTWM
2093
Masso Torrence Wealth Management
New Jersey
$403K +$29K +720 +8%
TWP
2094
Tower Wealth Partners
Pennsylvania
$402K +$81 +2 +0%
CW
2095
Channel Wealth
California
$401K -$37.1K -920 -9%
HBW
2096
Hazlett, Burt & Watson
West Virginia
$400K -$30.5K -756 -7%
CA
2097
Calton & Associates
Florida
$400K -$228K -5,663 -37%
TSWM
2098
Triangle Securities Wealth Management
North Carolina
$399K -$34.7K -860 -8%
OPA
2099
Old Port Advisors
Maine
$399K -$31.2K -774 -8%
PGWM
2100
Pitti Group Wealth Management
New York
$398K -$1.57K -39 -0.4%
82 83
84
85 86