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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2151
Financial Management Professionals
Texas
$863K +$116K +692 +15%
W
2152
Wealthquest
Ohio
$863K -$87.3K -521 -9%
PMG
2153
Private Management Group
California
$856K +$126K +750 +17%
TWP
2154
Total Wealth Planning
Ohio
$850K +$5.53K +33 +0.6%
MPW
2155
Monterey Private Wealth
California
$849K -$12.1K -72 -1%
CGA
2156
Crescent Grove Advisors
Illinois
$849K -$74.4K -444 -8%
SQA
2157
Simon Quick Advisors
New Jersey
$849K +$324K +1,932 +59%
KFC
2158
Klingenstein Fields & Co
New York
$848K +$46.9K +280 +6%
AAG
2159
Armstrong Advisory Group
Massachusetts
$846K -$122K -729 -12%
CSI
2160
Cross Staff Investments
New York
$846K +$168 +1 +0%
SWIM
2161
Smallwood Wealth Investment Management
New Jersey
$845K -$46.1K -275 -5%
PWM
2162
PBMares Wealth Management
Virginia
$844K +$62.2K +371 +8%
PA
2163
Perennial Advisors
New York
$843K +$117K +698 +16%
TWA
2164
Talisman Wealth Advisors
New Jersey
$841K +$81.3K +485 +10%
PRC
2165
Pearl River Capital
Michigan
$840K +$863K +5,147 New
HBW
2166
Hazlett, Burt & Watson
West Virginia
$837K +$44.3K +264 +5%
BT
2167
Brandywine Trust
Delaware
$837K – – –
FG
2168
Foster Group
Iowa
$837K +$88.2K +526 +11%
SFS
2169
Strategic Financial Services
New York
$836K -$406K -2,420 -32%
SC
2170
Sierra Capital
Florida
$835K -$7.21K -43 -0.8%
AIA
2171
Alera Investment Advisors
Illinois
$833K +$8.72K +52 +1%
MG
2172
Marex Group
$833K -$3.29M -19,628 -79%
FCM
2173
Fourpath Capital Management
Oklahoma
$832K +$35.4K +211 +4%
APG
2174
Abacus Planning Group
South Carolina
$828K -$23.6K -141 -3%
JGIA
2175
Jackson Grant Investment Advisers
Connecticut
$826K +$60.2K +359 +8%
85 86
87
88 89