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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1451
Parisi Gray Wealth Management
New Jersey
$343K – – –
SIM
1452
SSI Investment Management
California
$343K -$346 -2 -0.1%
PHAM
1453
Palisades Hudson Asset Management
Florida
$342K – – –
HNWAG
1454
High Net Worth Advisory Group
Florida
$341K – – –
BMM
1455
Buffington Mohr McNeal
Idaho
$341K +$346K +2,000 New
TWM
1456
TCFG Wealth Management
California
$341K +$34.6K +200 +11%
BFF
1457
Byrne Financial Freedom
Massachusetts
$340K +$10K +58 +3%
CAWM
1458
Capital Advisors Wealth Management
Washington
$339K +$62.8K +363 +22%
MFG
1459
Mainsail Financial Group
Washington
$339K -$33.8K -195 -9%
AWM
1460
Accel Wealth Management
Iowa
$337K +$41.4K +239 +14%
HTC
1461
Haverford Trust Company
Pennsylvania
$336K -$11.6K -67 -3%
S
1462
Sunpointe
Missouri
$335K +$28.9K +167 +9%
GD
1463
Grandfield & Dodd
New York
$335K – – –
AFA
1464
American Financial Advisors
Georgia
$335K -$26K -150 -7%
CAM
1465
Columbia Asset Management
Michigan
$335K -$3.46K -20 -1%
CFP
1466
Catalyst Financial Partners
Massachusetts
$334K +$28.9K +167 +9%
NEWAS
1467
N.E.W. Advisory Services
Wisconsin
$334K +$63.9K +369 +23%
CSB
1468
City State Bank
Iowa
$333K -$3.46K -20 -1%
MPCA
1469
Madison Park Capital Advisors
Washington
$333K -$111K -642 -25%
BMM
1470
Berkshire Money Management
Massachusetts
$332K +$337K +1,949 New
EFM
1471
E Fund Management
China
$332K +$22.7K +131 +7%
EB
1472
Emprise Bank
Kansas
$331K +$26K +150 +8%
OC
1473
Oakworth Capital
Alabama
$330K – – –
CFA
1474
CWS Financial Advisors
Michigan
$330K +$91.7K +530 +38%
KFA
1475
Kelleher Financial Advisors
New York
$329K -$2.6K -15 -0.8%
57 58
59
60 61