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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1901
Purus Wealth Management
California
$238K +$215K +1,136 New
RWMG
1902
Redwood Wealth Management Group
New Jersey
$238K +$215K +1,136 New
BFWA
1903
Benchmark Financial Wealth Advisors
Florida
$238K +$214K +1,134 New
LCM
1904
Leisure Capital Management
California
$238K -$9.44K -50 -4%
EWS
1905
Evergreen Wealth Solutions
Pennsylvania
$236K +$213K +1,128 New
FA
1906
Fermata Advisors
California
$236K +$213K +1,127 New
MBTD
1907
Mechanics Bank - Trust Department
California
$236K -$62.9K -333 -23%
ACM
1908
Advance Capital Management
Michigan
$235K +$212K +1,123 New
NCM
1909
Novare Capital Management
North Carolina
$235K +$212K +1,123 New
KA
1910
Klingman & Associates
New York
$235K +$212K +1,122 New
RBC
1911
Roble Belko & Company
Pennsylvania
$235K
MIC
1912
Meridian Investment Counsel
California
$235K +$212K +1,121 New
SWM
1913
Stockman Wealth Management
Montana
$234K +$211K +1,118 New
FEG
1914
Financial Enhancement Group
Indiana
$234K +$195K +1,030 New
EMAM
1915
Encompass More Asset Management
California
$233K +$210K +1,110 New
JPWM
1916
Jamison Private Wealth Management
Georgia
$232K +$209K +1,109 New
SPI
1917
Strategic Planning Inc
Ohio
$232K -$141K -749 -40%
BWFA
1918
Baltimore-Washington Financial Advisors
Maryland
$232K +$209K +1,106 New
AFM
1919
Aspetuck Financial Management
Connecticut
$232K +$209K +1,105 New
HC
1920
Hamilton Capital
Ohio
$232K +$209K +1,105 New
RS
1921
Retirement Solution
Washington
$231K +$208K +1,103 New
SWMG
1922
Sanchez Wealth Management Group
Florida
$231K +$208K +1,101 New
TWM
1923
Tolleson Wealth Management
Texas
$230K +$208K +1,100 New
VCM
1924
Violich Capital Management
California
$230K +$208K +1,100 New
PMG
1925
ProVise Management Group
Florida
$230K +$208K +1,099 New