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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2226
Accel Wealth Management
Iowa
$413K +$112K +1,036 +33%
CIG
2227
Consolidated Investment Group
Colorado
$412K – – –
RA
2228
Rockingstone Advisors
Massachusetts
$411K -$639K -5,938 -59%
ISWM
2229
Independent Solutions Wealth Management
New York
$411K -$18.8K -175 -4%
FIM
2230
Freedom Investment Management
Connecticut
$411K +$19.9K +185 +5%
BFC
2231
Blue Fin Capital
Rhode Island
$411K -$33.3K -309 -7%
CA
2232
Crumly & Associates
Illinois
$410K -$145K -1,346 -25%
FSA
2233
Financial Security Advisor
Virginia
$410K +$3.01K +28 +0.7%
TPWM
2234
Twelve Points Wealth Management
Massachusetts
$410K -$431 -4 -0.1%
SL
2235
Sentinus LLC
Illinois
$409K +$49K +455 +12%
VCM
2236
Viewpoint Capital Management
Washington
$409K -$11.8K -110 -3%
W
2237
Wealthquest
Ohio
$408K – – –
QPW
2238
Quantum Private Wealth
Florida
$407K -$71.8K -667 -14%
CWM
2239
Chesapeake Wealth Management
Virginia
$407K -$51.8K -481 -11%
MLFP
2240
MPS Loria Financial Planners
Illinois
$407K -$35.6K -331 -7%
GRQ
2241
Gardner Russo & Quinn
Pennsylvania
$406K – – –
GWA
2242
GGM Wealth Advisors
Maryland
$405K -$82.9K -770 -16%
VCM
2243
Vivaldi Capital Management
Illinois
$404K +$7.11K +66 +2%
T
2244
TOBAM
France
$403K -$398K -3,699 -48%
PA
2245
Parkside Advisors
California
$403K +$13.3K +124 +3%
BW
2246
Bison Wealth
Georgia
$403K – – –
CCS
2247
Concentric Capital Strategies
Connecticut
$403K -$7.83M -72,691 -95%
GWM
2248
Greenwich Wealth Management
Connecticut
$402K -$6.89K -64 -2%
HGERS
2249
Householder Group Estate & Retirement Specialist
Arizona
$402K +$34.8K +323 +9%
CCM
2250
Cohen Capital Management
California
$401K +$48.4K +450 +13%
88 89
90
91 92