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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1951
CWH Capital Management
Washington
$240K – – –
CCM
1952
Carlson Capital Management
Minnesota
$240K +$242K +629 New
BWCS
1953
Beirne Wealth Consulting Services
Connecticut
$239K -$19.6K -51 -8%
PWMG
1954
Prestige Wealth Management Group
New Jersey
$238K -$67K -174 -22%
FEG
1955
Financial Enhancement Group
Indiana
$236K +$161K +419 +210%
SL
1956
Summitry LLC
California
$236K +$238K +619 New
5L
1957
55I LLC
Massachusetts
$236K +$239K +620 New
TCM
1958
Telos Capital Management
California
$235K -$73.1K -190 -24%
FNBSF
1959
First National Bank Sioux Falls
South Dakota
$235K +$237K +616 New
FIA
1960
Foundations Investment Advisors
Arizona
$233K +$236K +612 New
DCM
1961
Driehaus Capital Management
Illinois
$232K +$234K +609 New
SCP
1962
Silverleafe Capital Partners
Tennessee
$231K – – –
TPW
1963
Tiller Private Wealth
Pennsylvania
$231K +$233K +605 New
AIS
1964
American Investment Services
Massachusetts
$230K -$285K -740 -55%
SFWC
1965
Strategic Family Wealth Counselors
New Jersey
$229K +$231K +600 New
QCMA
1966
Quad Capital Management Advisors
New York
$229K +$231K +601 New
CG
1967
CFO4Life Group
Texas
$227K -$265K -689 -54%
F
1968
F3Logic
Minnesota
$226K +$229K +596 New
ACM
1969
Aviance Capital Management
Florida
$225K +$227K +589 New
PP
1970
PDS Planning
Ohio
$224K -$32.7K -85 -13%
BMM
1971
Buffington Mohr McNeal
Idaho
$224K +$226K +587 New
KLI
1972
Kelman-Lazarov Inc
Tennessee
$224K +$226K +588 New
IWA
1973
Intercontinental Wealth Advisors
Texas
$223K -$61.6K -160 -22%
NC
1974
NewSquare Capital
Pennsylvania
$223K – – –
GBBWRPM
1975
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$222K +$224K +581 New
77 78
79
80 81