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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2501
Blossom Wealth Management
California
$516K +$3.84K +13 +0.7%
CCM
2502
Chimera Capital Management
New York
$516K +$551K +1,866 New
CP
2503
Coho Partners
Pennsylvania
$514K – – –
CWA
2504
Consilium Wealth Advisory
Texas
$513K +$133K +452 +32%
CBFP
2505
Cedar Brook Financial Partners
Ohio
$510K +$68.8K +233 +14%
FC
2506
Financial Consulate
Maryland
$510K -$9.45K -32 -2%
WAM
2507
Werlinich Asset Management
Connecticut
$509K -$10.3K -35 -2%
KWS
2508
Keystone Wealth Services
California
$507K +$25.7K +87 +5%
SIAG
2509
Safeguard Investment Advisory Group
California
$507K +$50.5K +171 +10%
PCMC
2510
Paragon Capital Management (Colorado)
Colorado
$506K +$295 +1 +0.1%
SRC
2511
Shufro Rose & Co
New York
$506K +$2.07K +7 +0.4%
BBNB
2512
Baker Boyer National Bank
Washington
$505K – – –
SIM
2513
SSI Investment Management
California
$505K +$1.48K +5 +0.3%
SFP
2514
Sandbox Financial Partners
Maryland
$505K +$23.6K +80 +5%
DOA
2515
D'Orazio & Associates
Virginia
$503K -$1.48K -5 -0.3%
DFG
2516
Demars Financial Group
Washington
$503K – – –
BI
2517
Berkeley Inc
Idaho
$503K -$25.1K -85 -4%
MIS
2518
Morningstar Investment Services
Illinois
$502K +$102K +346 +25%
WC
2519
Weil Company
California
$498K +$45.8K +155 +9%
RWMH
2520
Riverpoint Wealth Management Holdings
Illinois
$498K +$68.8K +233 +15%
WCM
2521
Wedge Capital Management
North Carolina
$497K -$12.7K -43 -2%
KIM
2522
Karpus Investment Management
New York
$497K – – –
PAS
2523
Professional Advisory Services
Florida
$497K – – –
CIS
2524
Connors Investor Services
Pennsylvania
$495K -$12.7K -43 -2%
DA
2525
Detalus Advisors
Missouri
$493K +$295 +1 +0.1%
99 100
101
102 103