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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2301
Cordatus Wealth Management
Pennsylvania
$817K +$852K +5,275 New
GFS
2302
GYL Financial Synergies
Connecticut
$816K -$41.3K -256 -5%
EFS
2303
Econ Financial Services
Pennsylvania
$815K +$850K +5,261 New
HNWAG
2304
High Net Worth Advisory Group
Florida
$815K +$850K +5,263 New
AWM
2305
Avaii Wealth Management
Wisconsin
$815K +$850K +5,265 New
GRQ
2306
Gardner Russo & Quinn
Pennsylvania
$814K +$4.84K +30 +0.6%
B
2307
Bellecapital
Switzerland
$813K +$45.2K +280 +6%
GCA
2308
Gradient Capital Advisors
California
$813K +$47.2K +292 +6%
LHC
2309
Little House Capital
Massachusetts
$808K -$1.26M -7,831 -60%
W
2310
Wealthquest
Ohio
$807K -$39.2K -243 -4%
TWA
2311
TCI Wealth Advisors
Arizona
$806K -$56.7K -351 -6%
PPWM
2312
Paragon Private Wealth Management
Kentucky
$803K +$837K +5,184 New
PIA
2313
Pinion Investment Advisors
Kansas
$800K -$24.7K -153 -3%
KA
2314
Klingman & Associates
New York
$799K +$20.2K +125 +2%
IWP
2315
Icon Wealth Partners
Texas
$798K -$994K -6,152 -54%
PP
2316
Paloma Partners
Connecticut
$796K +$830K +5,138 New
GIP
2317
Greatmark Investment Partners
Georgia
$795K +$6.62K +41 +0.8%
CAIMH
2318
Central Asset Investments & Management Holdings
Hong Kong
$793K -$808K -5,000 -49%
PP
2319
PDS Planning
Ohio
$793K -$179K -1,107 -18%
PIP
2320
Peachtree Investment Partners
Florida
$789K -$103K -637 -11%
CA
2321
CGN Advisors
Kansas
$787K +$70.6K +437 +9%
CC
2322
Caxton Corporation
New Jersey
$787K +$111K +685 +16%
BEW
2323
Burton Enright Welch
California
$785K +$818K +5,066 New
KWA
2324
KCS Wealth Advisory
California
$784K -$20.2K -125 -2%
PFG
2325
PAX Financial Group
Texas
$783K +$27.3K +169 +3%
91 92
93
94 95