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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2226
Physician Wealth Advisors
Utah
$420K +$142K +453 +44%
EPW
2227
Endeavor Private Wealth
Kansas
$420K +$33.6K +107 +8%
PWM
2228
Palacios Wealth Management
Florida
$419K +$51.9K +165 +13%
PFS
2229
Physicians Financial Services
North Carolina
$419K +$17.6K +56 +4%
CFG
2230
Carter Financial Group
Illinois
$419K -$9.11K -29 -2%
GCM
2231
Gables Capital Management
Florida
$418K – – –
JWM
2232
Jeppson Wealth Management
California
$418K – – –
ACM
2233
Arcataur Capital Management
Wisconsin
$418K +$629 +2 +0.1%
BDF
2234
Black Diamond Financial
Maryland
$417K +$48.7K +155 +12%
LWM
2235
LeConte Wealth Management
Tennessee
$417K +$9.11K +29 +2%
BWFA
2236
Baltimore-Washington Financial Advisors
Maryland
$415K +$129K +410 +39%
FCCM
2237
First City Capital Management
Georgia
$414K – – –
FMI
2238
F/M Investments
District of Columbia
$414K – – –
RC
2239
Rexford Capital
Texas
$413K +$455K +1,447 +18,088%
BFC
2240
Blue Fin Capital
Rhode Island
$412K +$62.5K +199 +16%
PMSA
2241
Patrick M. Sweeney & Associates
Illinois
$411K – – –
CPSC
2242
Carl P. Sherr & Co
Massachusetts
$411K – – –
MCM
2243
Massar Capital Management
Connecticut
$409K +$453K +1,441 New
CAM
2244
Close Asset Management
United Kingdom
$408K – – –
MWM
2245
Madrid Wealth Management
New Mexico
$406K -$10.7K -34 -2%
FGC
2246
First Growth Capital
Maryland
$406K – – –
FF
2247
Francis Financial
$405K +$5.97K +19 +1%
TPWA
2248
TRUE Private Wealth Advisors
Oregon
$404K +$27.3K +87 +7%
CSC
2249
Caldwell Sutter Capital
California
$404K -$10.1K -32 -2%
FI
2250
Finivi Inc
Massachusetts
$404K -$4.71K -15 -1%
88 89
90
91 92