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Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1926
Cornerstone Financial Management
Massachusetts
$22.4K +$6.61K +74 +52%
FMP
1927
Financial Management Professionals
Texas
$22.2K – – –
SIS
1928
Strategic Investment Solutions
Illinois
$21.5K – – –
SR
1929
Syntax Research
Florida
$21K – – –
CA
1930
Centerpoint Advisors
Massachusetts
$21K – – –
CBT
1931
CoreFirst Bank & Trust
Kansas
$20.9K – – –
APW
1932
Atlantic Private Wealth
North Carolina
$20.7K – – –
CWIG
1933
Chung Wu Investment Group
Texas
$20.7K – – –
PWMA
1934
Pension & Wealth Management Advisors
Massachusetts
$20.7K – – –
LF
1935
LifeSteps Financial
California
$20.7K +$17.9K +200 New
MFS
1936
Montgomery Financial Services
Maryland
$20.5K +$17.7K +198 New
SIM
1937
Synergy Investment Management
Florida
$20.3K +$10.1K +113 +141%
BHWM
1938
Bay Harbor Wealth Management
Maryland
$20.1K +$6.34K +71 +58%
RWM
1939
Raffa Wealth Management
District of Columbia
$19.4K +$2.59K +29 +18%
VERPA
1940
Virginia Estate & Retirement Planning Advisors
Virginia
$19.3K – – –
DFA
1941
DHJJ Financial Advisors
Illinois
$18.1K – – –
WTA
1942
Washington Trust Advisors
Massachusetts
$17.6K +$1.16K +13 +8%
BFPW
1943
BOK Financial Private Wealth
Colorado
$17.4K +$15K +168 New
MCA
1944
Maryland Capital Advisors
Maryland
$16.3K +$14.1K +158 New
DPW
1945
DiNuzzo Private Wealth
Pennsylvania
$16.2K – – –
LWM
1946
Lodestone Wealth Management
Washington
$16.1K – – –
BH
1947
Burk Holdings
Oklahoma
$15.5K – – –
GCM
1948
Gunpowder Capital Management
Maryland
$15.5K – – –
MCI
1949
MRP Capital Investments
Georgia
$15.5K +$13.4K +150 New
RFS
1950
Richardson Financial Services
Massachusetts
$14.5K -$1.78K -20 -13%
76 77
78
79 80