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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1951
Centric Wealth Management
Illinois
$15.2M +$399K +1,977 +3%
SC
1952
Savoie Capital
Illinois
$15.2M +$6.34M +31,399 +73%
MWM
1953
Mattern Wealth Management
Kansas
$15.2M -$3.59M -17,785 -19%
RCM
1954
Radnor Capital Management
Pennsylvania
$15.2M +$29.9K +148 +0.2%
DW30
1955
Drucker Wealth 3.0
New Jersey
$15.2M +$423K +2,096 +3%
PI
1956
Parkside Investments
Illinois
$15.2M -$516K -2,556 -3%
GCA
1957
Gradient Capital Advisors
California
$15.2M -$481K -2,380 -3%
AOWM
1958
Alpha Omega Wealth Management
Virginia
$15.2M -$209K -1,037 -1%
KWS
1959
Keystone Wealth Services
California
$15.2M +$828K +4,098 +6%
BONH
1960
Bank of New Hampshire
New Hampshire
$15.2M -$836K -4,140 -5%
HI
1961
Hoey Investments
Pennsylvania
$15.1M -$2.6M -12,898 -15%
AGC
1962
Aspen Grove Capital
Colorado
$15.1M +$1.29M +6,370 +9%
IDA
1963
Intelligence Driven Advisers
California
$15.1M +$786K +3,891 +6%
LI
1964
LRI Investments
Florida
$15.1M -$358K -1,773 -2%
ACA
1965
Atlas Capital Advisors
Wyoming
$15.1M -$536K -2,653 -3%
FM
1966
Freemont Management
Switzerland
$15.1M +$3.47M +17,200 +30%
FFG
1967
Frisch Financial Group
New York
$15.1M +$18.6K +92 +0.1%
FMB
1968
Field & Main Bank
Kentucky
$15.1M -$126K -625 -0.8%
IIA
1969
IPG Investment Advisors
California
$15M -$567K -2,807 -4%
FWA
1970
FSM Wealth Advisors
Ohio
$15M +$5.23M +25,922 +57%
DWMS
1971
Dominguez Wealth Management Solutions
Virginia
$15M -$3.03K -15 -0%
SHFA
1972
SS&H Financial Advisors
Michigan
$15M -$1.36M -6,750 -8%
LWP
1973
LMG Wealth Partners
Louisiana
$15M -$30.7K -152 -0.2%
KWM
1974
Keebeck Wealth Management
Illinois
$15M -$531K -2,628 -3%
AIIMS
1975
Analyst IMS Investment Management Services
Israel
$14.9M +$604K +2,989 +4%
77 78
79
80 81