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Name Holding Trade Value Shares
Change 		Change in
Stake
JAWM
2251
J. Arnold Wealth Management
Ohio
$603K +$582K +4,168 New
BG
2252
Berry Group
Massachusetts
$601K +$580K +4,154 New
GAMC
2253
Garner Asset Management Corp
Texas
$599K – – –
POIA
2254
Pin Oak Investment Advisors
Texas
$599K – – –
SFM
2255
Signet Financial Management
New Jersey
$599K +$69.8K +500 +14%
HW
2256
Hamilton Wealth
California
$598K +$577K +4,134 New
WA
2257
Winfield Associates
Ohio
$597K -$27.9K -200 -5%
WA
2258
Wheatland Advisors
Pennsylvania
$593K -$55.8K -400 -9%
CWM
2259
Connecticut Wealth Management
Connecticut
$592K +$34.9K +250 +7%
ONST
2260
Old North State Trust
North Carolina
$589K -$15.4K -110 -3%
MSFP
2261
Mark Sheptoff Financial Planning
Connecticut
$589K +$419 +3 +0.1%
TCOK
2262
Trust Company of Kansas
Kansas
$587K +$567K +4,062 New
TF
2263
TLWM Financial
Texas
$586K -$6.28K -45 -1%
SAM
2264
SignalPoint Asset Management
Missouri
$580K +$201K +1,441 +56%
VFM
2265
Viking Fund Management
North Dakota
$579K – – –
RGIA
2266
Rainier Group Investment Advisory
Washington
$578K +$11K +79 +2%
WA
2267
Waverly Advisors
Alabama
$573K +$1.26K +9 +0.2%
GKIM
2268
GW&K Investment Management
Massachusetts
$572K +$209K +1,495 +61%
CF
2269
Corrigan Financial
Rhode Island
$570K +$17.9K +128 +3%
FHC
2270
First Heartland Consultants
Missouri
$568K +$23K +165 +4%
CG
2271
Cynosure Group
Utah
$567K – – –
NWM
2272
Northwest Wealth Management
Iowa
$566K – – –
CWM
2273
Chesapeake Wealth Management
Virginia
$565K -$8.1K -58 -1%
AIM
2274
Alhambra Investment Management
Florida
$563K +$544K +3,895 New
CFFP
2275
Center for Financial Planning
Michigan
$561K +$542K +3,880 New
89 90
91
92 93