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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1951
CVA Family Office
Colorado
$374K +$11.2K +125 +3%
BIM
1952
Baldwin Investment Management
Pennsylvania
$374K +$17.9K +200 +5%
WAG
1953
Winthrop Advisory Group
Massachusetts
$373K -$64.6K -722 -15%
PCM
1954
Pointe Capital Management
Michigan
$372K -$5.37K -60 -1%
RPA
1955
Rock Point Advisors
Vermont
$370K – – –
LIA
1956
LBMC Investment Advisors
Tennessee
$370K +$30.3K +338 +9%
RFN
1957
RDA Financial Network
Iowa
$364K +$6.98K +78 +2%
WAS
1958
Wealth Advisory Solutions
Indiana
$364K +$28.3K +316 +8%
VIM
1959
Vista Investment Management
Pennsylvania
$362K +$1.07K +12 +0.3%
VCM
1960
Vigilant Capital Management
Maine
$361K -$72.2K -806 -17%
SLA
1961
Silver Lake Advisory
Utah
$361K -$20.9K -234 -5%
LC
1962
Landaas & Company
Wisconsin
$361K -$3.76K -42 -1%
CWM
1963
Connecticut Wealth Management
Connecticut
$359K +$94K +1,050 +35%
NIM
1964
Needham Investment Management
New York
$357K – – –
NJBEST
1965
New Jersey Better Educational Savings Trust
New Jersey
$357K – – –
PAS
1966
Professional Advisory Services
Florida
$357K – – –
AC
1967
Addison Capital
Pennsylvania
$356K -$134K -1,494 -27%
RPWA
1968
Regent Peak Wealth Advisors
Georgia
$356K -$14.6K -163 -4%
HWA
1969
HHM Wealth Advisors
Tennessee
$356K +$26K +290 +8%
CWM
1970
Circle Wealth Management
New Jersey
$354K +$33.3K +372 +10%
CCB
1971
Cutter & Co Brokerage
Missouri
$354K +$47.2K +527 +15%
LCAM
1972
London & Capital Asset Management
United Kingdom
$354K +$355K +3,968 New
CHP
1973
Cable Hill Partners
Oregon
$353K – – –
RWA
1974
Redhawk Wealth Advisors
Minnesota
$352K +$353K +3,947 New
WKWM
1975
Walter & Keenan Wealth Management
Indiana
$351K +$356K +3,975 New
77 78
79
80 81