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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1951
Janiczek Wealth Management
Colorado
$200K – – –
TFM
1952
TFC Financial Management
Massachusetts
$200K – – –
WA
1953
Wealth Advisors
California
$199K +$16.7K +69 +9%
BFC
1954
Bedel Financial Consulting
Indiana
$199K +$42.3K +175 +27%
CBT
1955
Central Bank & Trust
Kentucky
$196K – – –
RG
1956
Retirement Group
California
$194K -$1.21K -5 -0.6%
DWA
1957
Delos Wealth Advisors
Texas
$192K +$194K +802 New
CIA
1958
Cascade Investment Advisors
Oregon
$192K – – –
AP
1959
Arlington Partners
Alabama
$187K -$133K -550 -41%
PP
1960
PrairieView Partners
Minnesota
$183K – – –
VCM
1961
Versant Capital Management
Arizona
$182K -$20.8K -86 -10%
EP
1962
Elkhorn Partners
Nebraska
$180K +$109K +450 +150%
PWM
1963
Prentice Wealth Management
New York
$177K -$7.25K -30 -4%
PVH
1964
Psagot Value Holdings
Israel
$177K +$31.4K +130 +21%
BWM
1965
Baystate Wealth Management
Massachusetts
$173K – – –
ETI
1966
Enterprise Trust & Investment
California
$168K – – –
CMA
1967
Cedar Mountain Advisors
Oregon
$167K – – –
LC
1968
Lindbrook Capital
California
$166K -$346K -1,432 -67%
CFO
1969
CVA Family Office
Colorado
$165K +$47.1K +195 +39%
WLPWM
1970
Walled Lake Planning & Wealth Management
Illinois
$161K – – –
AAP
1971
Arax Advisory Partners
Colorado
$160K +$161K +667 New
SFPG
1972
Stonebridge Financial Planning Group
Florida
$157K -$4.83K -20 -3%
MAWCM
1973
Mine & Arao Wealth Creation & Management
California
$156K – – –
FFA
1974
Freedman Financial Associates
Massachusetts
$154K – – –
TC
1975
Truvestments Capital
Florida
$153K -$127K -526 -45%
77 78
79
80 81