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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3026
Crabel Capital Management
California
$531K +$84.2K +230 +18%
LWM
3027
LeConte Wealth Management
Tennessee
$529K +$41.4K +113 +8%
GG
3028
Gleason Group
Kentucky
$528K -$8.79K -24 -2%
WAG
3029
Wilkerson Advisory Group
Missouri
$528K +$561K +1,533 New
AW
3030
Alaethes Wealth
Nevada
$527K +$41.4K +113 +8%
BPWM
3031
BCS Private Wealth Management
New Jersey
$526K -$379K -1,034 -40%
LBC
3032
Leigh Baldwin & Co
New York
$526K -$199K -544 -26%
PWA
3033
Primoris Wealth Advisors
Florida
$526K -$30K -82 -5%
KPWG
3034
KFA Private Wealth Group
Virginia
$525K +$17.2K +47 +3%
DPI
3035
Diversified Portfolios Inc
Michigan
$523K +$32.2K +88 +6%
JFA
3036
JNBA Financial Advisors
Minnesota
$523K – – –
GPWM
3037
Grant Private Wealth Management
California
$523K -$74.4K -203 -12%
HI
3038
Hendershot Investments
Virginia
$522K +$2.56K +7 +0.5%
PC
3039
Parrish Capital
Georgia
$522K +$556K +1,517 New
AEPWM
3040
Atlantic Edge Private Wealth Management
Florida
$521K -$9.16K -25 -2%
PP
3041
PFS Partners
New Jersey
$520K +$733 +2 +0.1%
FDW
3042
Fourth Dimension Wealth
Ohio
$519K – – –
FIC
3043
Family Investment Center
Missouri
$517K -$6.59K -18 -1%
SM
3044
Sweeney & Michel
California
$517K -$35.9K -98 -7%
PFM
3045
Phillips Financial Management
Indiana
$517K -$33.3K -91 -6%
SCA
3046
Sippican Capital Advisors
Massachusetts
$516K -$6.23K -17 -1%
ABLA
3047
Alan B. Lancz & Associates
Ohio
$516K – – –
ACM
3048
Armbruster Capital Management
New York
$515K – – –
RFA
3049
Reyes Financial Architecture
California
$515K +$17.2K +47 +3%
MFP
3050
Meramec Financial Planners
Missouri
$515K +$490K +1,337 New
120 121
122
123 124