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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1951
RMR Wealth Builders
New Jersey
$610K +$200K +4,259 +56%
GC
1952
GFG Capital
Florida
$609K +$11.6K +248 +2%
MA
1953
MBA Advisors
Pennsylvania
$608K +$552K +11,764 New
CSWG
1954
Cardinal Strategic Wealth Guidance
Kentucky
$607K -$98.1K -2,090 -15%
ECM
1955
EagleClaw Capital Management
Massachusetts
$606K -$7.98K -170 -1%
WMA
1956
Wealth Management Associates
New Jersey
$606K +$16.9K +359 +3%
BCP
1957
Berkeley Capital Partners
Georgia
$605K +$29.2K +621 +6%
LG
1958
Leuthold Group
Minnesota
$604K +$548K +11,678 New
GCAC
1959
Guardian Capital Advisors (Canada)
Ontario, Canada
$603K -$9.39K -200 -2%
IWS
1960
Insight Wealth Strategies
California
$603K -$1.88K -40 -0.3%
TWA
1961
TCI Wealth Advisors
Arizona
$600K -$10.3K -220 -2%
MCM
1962
Mengis Capital Management
Oregon
$600K -$4.04K -86 -0.7%
JPG
1963
Jordan Park Group
California
$599K +$543K +11,577 New
AFG
1964
Allegheny Financial Group
Pennsylvania
$598K +$45.7K +973 +9%
AMG
1965
Asset Management Group
Connecticut
$597K +$4.32K +92 +0.8%
VSWA
1966
Vontobel Swiss Wealth Advisors
Switzerland
$596K +$124K +2,636 +30%
PFWA
1967
Paces Ferry Wealth Advisors
Georgia
$594K +$23.5K +500 +5%
HR
1968
Hayden Royal
North Carolina
$594K +$53.6K +1,141 +11%
IA
1969
Insight Advisors
Pennsylvania
$593K +$101K +2,159 +23%
WA
1970
Winfield Associates
Ohio
$592K -$76.3K -1,625 -12%
FAM
1971
Flaharty Asset Management
Florida
$591K +$225K +4,802 +73%
CFM
1972
Comprehensive Financial Management
California
$590K – – –
VC
1973
Veracity Capital
Georgia
$590K +$21.4K +456 +4%
WDG
1974
Wealth Dimensions Group
Ohio
$589K -$7.04K -150 -1%
SDWMA
1975
Schneider Downs Wealth Management Advisors
Pennsylvania
$589K +$251K +5,349 +88%
77 78
79
80 81