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Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1926
1900 Wealth Management
Texas
$758K +$112K +989 +18%
MAG
1927
MRA Advisory Group
New Jersey
$758K +$154K +1,358 +27%
NRW
1928
Nova R Wealth
Kansas
$756K +$731K +6,439 New
AC
1929
Avestar Capital
New York
$754K -$227 -2 -0%
SPWM
1930
Schrum Private Wealth Management
Florida
$754K +$728K +6,412 New
LIA
1931
LBMC Investment Advisors
Tennessee
$753K +$27.3K +240 +4%
W
1932
Wealthquest
Ohio
$752K +$124K +1,092 +21%
AWAP
1933
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$749K +$1.48K +13 +0.2%
WMA
1934
Wealth Management Associates
New Jersey
$749K +$50K +440 +7%
III
1935
Independent Investors Inc
New York
$748K – – –
HFM
1936
Harvest Fund Management
China
$748K +$510K +4,489 +238%
CFO
1937
Collective Family Office
Pennsylvania
$747K -$8.06K -71 -1%
GG
1938
Golden Green
South Carolina
$745K +$288K +2,534 +66%
GFP
1939
Gryphon Financial Partners
Ohio
$744K +$134K +1,180 +23%
BFO
1940
Biltmore Family Office
North Carolina
$743K +$350K +3,080 +95%
BFA
1941
Beaumont Financial Advisors
Massachusetts
$742K -$336K -2,954 -45%
BIP
1942
Blueprint Investment Partners
North Carolina
$742K +$494K +4,351 +221%
HJGA
1943
Hardman Johnston Global Advisors
Connecticut
$739K – – –
CA
1944
Cambridge Advisors
Nebraska
$738K +$1.25K +11 +0.2%
CF
1945
Copperwynd Financial
Arizona
$735K +$99.2K +873 +16%
MRCM
1946
M&R Capital Management
New Jersey
$734K +$94.1K +828 +15%
SFSG
1947
Sound Financial Strategies Group
Mississippi
$730K -$18.9K -166 -3%
SCM
1948
Sterneck Capital Management
Missouri
$730K – – –
IWA
1949
Intercontinental Wealth Advisors
Texas
$729K -$90.3K -795 -11%
CCM
1950
Canal Capital Management
Virginia
$726K +$178K +1,571 +34%
76 77
78
79 80