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Name Holding Trade Value Shares
Change 		Change in
Stake
NRA
1926
NSI Retail Advisors
Pennsylvania
$691K – – –
SDWMA
1927
Schneider Downs Wealth Management Advisors
Pennsylvania
$691K +$76.6K +1,366 +12%
WCF
1928
West Coast Financial
California
$688K -$5.44K -97 -0.8%
RWB
1929
RMR Wealth Builders
New Jersey
$688K +$240K +4,270 +51%
AFG
1930
Allegheny Financial Group
Pennsylvania
$687K +$22.4K +400 +3%
AMM
1931
American Money Management
California
$687K +$108K +1,926 +18%
MWM
1932
Mattern Wealth Management
Kansas
$681K – – –
AWG
1933
Altus Wealth Group
Colorado
$680K +$60.8K +1,083 +9%
BHTS
1934
Bar Harbor Trust Services
Maine
$678K – – –
HIM
1935
HawsGoodwin Investment Management
Tennessee
$676K +$251K +4,477 +56%
SFG
1936
Sunburst Financial Group
Alabama
$671K -$449 -8 -0.1%
TWA
1937
TCI Wealth Advisors
Arizona
$671K +$11.3K +202 +2%
OR
1938
Olympiad Research
Connecticut
$669K +$116K +2,060 +20%
PIA
1939
Perennial Investment Advisors
California
$668K -$1.63K -29 -0.2%
PTC
1940
Philadelphia Trust Company
Pennsylvania
$667K +$4.49K +80 +0.7%
EI
1941
EDMP Inc
Florida
$664K – – –
VFPI
1942
Vantage Financial Partners (Illinois)
Illinois
$663K +$50.5K +900 +8%
KFP
1943
KB Financial Partners
New Jersey
$662K +$18.6K +331 +3%
LBD
1944
Landsberg Bennett & Dubbaneh
Florida
$661K -$15.2K -270 -2%
LB
1945
Legacy Bridge
Iowa
$658K -$7.58K -135 -1%
DT
1946
Daniels + Tansey
Delaware
$657K +$393 +7 +0.1%
CAM
1947
Cozad Asset Management
Illinois
$654K – – –
CWM
1948
Circle Wealth Management
New Jersey
$653K -$188K -3,351 -22%
PL
1949
Plancorp LLC
Missouri
$652K +$10.8K +193 +2%
ASFA
1950
All Season Financial Advisors
Colorado
$650K -$29K -517 -4%
76 77
78
79 80