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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2101
Cooper/Haims Advisors
New York
$200K +$2.5K +14 +1%
BFA
2102
Beacon Financial Advisory
Ohio
$200K +$6.6K +37 +3%
MWM
2103
Marietta Wealth Management
Georgia
$200K +$4.1K +23 +2%
USB
2104
Union Savings Bank
Connecticut
$200K – – –
CFFP
2105
Center for Financial Planning
Michigan
$196K – – –
NFSG
2106
Newbridge Financial Services Group
Florida
$196K +$209K +1,173 New
AWM
2107
Accredited Wealth Management
Kentucky
$195K +$209K +1,169 New
BC
2108
Bayforest Capital
United Kingdom
$194K +$207K +1,161 New
MCM
2109
Manchester Capital Management
Vermont
$192K +$58K +325 +39%
PSFG
2110
Park Square Financial Group
Georgia
$188K +$201K +1,126 New
PB
2111
Pinnacle Bancorp
Nebraska
$187K – – –
TFIPS
2112
Towarzystwo Funduszy Inwestycyjnych PZU SA
$180K +$21.4K +120 +13%
EIM
2113
Essex Investment Management
Massachusetts
$179K -$1.25K -7 -0.6%
VFM
2114
Vision Financial Markets
Connecticut
$179K +$191K +1,073 New
CA
2115
Continuum Advisory
Idaho
$177K +$12.1K +68 +7%
KBFS
2116
Kohmann Bosshard Financial Services
Ohio
$174K +$187K +1,046 New
PAI
2117
Pittenger & Anderson Inc
Nebraska
$174K – – –
SFGP
2118
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$169K +$181K +1,014 New
CA
2119
Centerpoint Advisors
Massachusetts
$167K -$6.6K -37 -4%
CWM
2120
Centricity Wealth Management
Ohio
$167K +$179K +1,001 New
AWM
2121
Avondale Wealth Management
Texas
$167K – – –
RTC
2122
Riverview Trust Company
Washington
$163K +$714 +4 +0.4%
PMFA
2123
Plante Moran Financial Advisors
Michigan
$162K -$107K -601 -38%
SWM
2124
Sanctuary Wealth Management
Idaho
$156K – – –
ME
2125
McIlrath & Eck
Washington
$155K -$32.1K -180 -16%
83 84
85
86 87