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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2076
Parcion Private Wealth
Washington
$544K +$75.8K +355 +15%
HP
2077
Holistic Planning
Texas
$543K +$114K +535 +25%
CPWL
2078
Coquina Private Wealth LLC
Florida
$543K +$13K +61 +2%
FG
2079
Fiduciary Group
Georgia
$542K – – –
AMPWP
2080
Alvarez & Marsal Private Wealth Partners
Florida
$542K +$569K +2,664 New
VCM
2081
Vision Capital Management
Oregon
$542K – – –
GAB
2082
German American Bancorp
Indiana
$542K +$569K +2,663 New
PPWM
2083
Paragon Private Wealth Management
Kentucky
$542K +$25.2K +118 +5%
MCM
2084
Manchester Capital Management
Vermont
$541K -$44K -206 -7%
RWS
2085
Resolute Wealth Strategies
Mississippi
$541K -$21.4K -100 -4%
FPGK
2086
Financial Partners Group (Kansas)
Kansas
$540K +$115K +539 +25%
CWWM
2087
Clear Wave Wealth Management
New Jersey
$535K +$562K +2,631 New
FAT
2088
First American Trust
California
$533K +$559K +2,619 New
LI
2089
LRI Investments
Florida
$533K +$141K +659 +3%
AAG
2090
Armstrong Advisory Group
Massachusetts
$532K -$20.9K -98 -4%
JEST
2091
JTC Employer Solutions Trustee
Jersey
$532K -$427K -2,000 -43%
VWM
2092
Vertrix Wealth Management
Michigan
$532K +$558K +2,615 New
MFS
2093
Miller Financial Services
Michigan
$530K -$7.47K -35 -1%
ACM
2094
Arlington Capital Management
Illinois
$530K – – –
JFGLC
2095
Johnson Financial Group LLC (Colorado)
Colorado
$529K +$249K +1,168 +82%
FA
2096
FSA Advisors
Michigan
$529K +$555K +2,601 New
CRCM
2097
Crystal Rock Capital Management
Illinois
$529K -$240K -1,125 -30%
EWP
2098
E-Wealth Partners
Minnesota
$527K +$8.54K +40 +2%
LPAM
2099
Lodestar Private Asset Management
California
$526K -$16K -75 -3%
EM
2100
Excalibur Management
Massachusetts
$526K +$7.47K +35 +1%
82 83
84
85 86