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Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1951
Smith & Howard Wealth Management
Georgia
$242K – – –
PL
1952
Parthenon LLC
Kentucky
$241K – – –
DMBA
1953
Deseret Mutual Benefit Administrators
Utah
$241K +$25.3K +222 +13%
RPCONE
1954
Retirement Planning Company of New England
Rhode Island
$240K -$154K -1,353 -42%
SWM
1955
Selective Wealth Management
Virginia
$240K -$1.48K -13 -0.7%
SFG
1956
Sovereign Financial Group
Connecticut
$240K +$215K +1,886 New
RFG
1957
Range Financial Group
Oregon
$240K +$215K +1,883 New
JCFM
1958
JBR Co Financial Management
Oklahoma
$238K -$79.6K -698 -27%
EBA
1959
Eagle Bay Advisors
New York
$238K -$37.9K -332 -15%
SAM
1960
Summit Asset Management
Tennessee
$237K +$114 +1 +0.1%
PAI
1961
Pittenger & Anderson Inc
Nebraska
$237K +$25.7K +225 +14%
LEA
1962
Legacy Edge Advisors
New York
$236K – – –
CA
1963
Continuum Advisory
Idaho
$236K -$362K -3,174 -62%
HSWM
1964
Hubbell Strickland Wealth Management
Louisiana
$236K +$114 +1 +0.1%
SCM
1965
Spring Capital Management
Texas
$236K +$211K +1,852 New
BFW
1966
Brady Family Wealth
Missouri
$235K – – –
AAG
1967
Armstrong Advisory Group
Massachusetts
$234K – – –
LAM
1968
LifePro Asset Management
California
$234K +$209K +1,835 New
ACM
1969
Andina Capital Management
Utah
$233K +$208K +1,827 New
SWA
1970
Sax Wealth Advisors
New Jersey
$233K -$19.5K -171 -9%
FPFS
1971
First Personal Financial Services
North Carolina
$232K – – –
NWM
1972
Northwest Wealth Management
Iowa
$231K – – –
WA
1973
Waddell & Associates
Tennessee
$231K +$207K +1,812 New
TWM
1974
Triton Wealth Management
Arizona
$230K – – –
GC
1975
Gratus Capital
Georgia
$230K +$3.65K +32 +2%
77 78
79
80 81