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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2051
Connecticut Wealth Management
Connecticut
$350K +$102K +2,341 +36%
MAA
2052
Mraz Amerine & Associates
California
$349K -$218K -5,000 -36%
CCM
2053
CWH Capital Management
Washington
$348K +$84.6K +1,942 +28%
PA
2054
Parkside Advisors
California
$347K – – –
SAA
2055
Southeast Asset Advisors
Georgia
$347K +$1.4K +32 +0.4%
CFS
2056
CRA Financial Services
New Jersey
$346K -$55.6K -1,275 -13%
SCM
2057
Silvant Capital Management
Georgia
$344K – – –
MRCM
2058
M&R Capital Management
New Jersey
$343K -$258K -5,919 -40%
WAG
2059
Winthrop Advisory Group
Massachusetts
$342K +$16.5K +378 +5%
RFN
2060
RDA Financial Network
Iowa
$342K +$117K +2,694 +45%
GFP
2061
Gryphon Financial Partners
Ohio
$341K +$140K +3,210 +59%
FGA
2062
Fortis Group Advisors
New Jersey
$339K +$377K +8,642 New
LWMM
2063
Legacy Wealth Management (Mississippi)
Mississippi
$339K +$37.7K +865 +11%
TWI
2064
Thomas White International
Illinois
$335K – – –
VW
2065
Vantage Wealth
California
$335K +$370K +8,500 New
IIA
2066
ICW Investment Advisors
Arizona
$334K +$17.5K +401 +5%
VFPI
2067
Vantage Financial Partners (Illinois)
Illinois
$333K – – –
BMC
2068
Beaton Management Company
Massachusetts
$333K – – –
RM
2069
Resource Management
Louisiana
$333K +$41K +940 +13%
LP
2070
LGL Partners
Pennsylvania
$333K +$85.5K +1,962 +30%
BWP
2071
BSW Wealth Partners
Colorado
$332K -$12K -276 -3%
CWP
2072
CFM Wealth Partners
Texas
$332K +$136K +3,117 +58%
WLIM
2073
White Lighthouse Investment Management
Massachusetts
$331K -$125K -2,875 -25%
PWM
2074
Paulson Wealth Management
Illinois
$331K +$43.4K +995 +13%
FPGK
2075
Financial Partners Group (Kansas)
Kansas
$331K +$52.3K +1,201 +17%
81 82
83
84 85