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Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
3026
BCS Private Wealth Management
New Jersey
$526K -$379K -1,034 -40%
LBC
3027
Leigh Baldwin & Co
New York
$526K -$199K -544 -26%
PWA
3028
Primoris Wealth Advisors
Florida
$526K -$30K -82 -5%
KPWG
3029
KFA Private Wealth Group
Virginia
$525K +$17.2K +47 +3%
DPI
3030
Diversified Portfolios Inc
Michigan
$523K +$32.2K +88 +6%
JFA
3031
JNBA Financial Advisors
Minnesota
$523K – – –
GPWM
3032
Grant Private Wealth Management
California
$523K -$74.4K -203 -12%
HI
3033
Hendershot Investments
Virginia
$522K +$2.56K +7 +0.5%
PC
3034
Parrish Capital
Georgia
$522K +$556K +1,517 New
AEPWM
3035
Atlantic Edge Private Wealth Management
Florida
$521K -$9.16K -25 -2%
PP
3036
PFS Partners
New Jersey
$520K +$733 +2 +0.1%
FDW
3037
Fourth Dimension Wealth
Ohio
$519K – – –
FIC
3038
Family Investment Center
Missouri
$517K -$6.59K -18 -1%
SM
3039
Sweeney & Michel
California
$517K -$35.9K -98 -7%
PFM
3040
Phillips Financial Management
Indiana
$517K -$33.3K -91 -6%
SCA
3041
Sippican Capital Advisors
Massachusetts
$516K -$6.23K -17 -1%
ABLA
3042
Alan B. Lancz & Associates
Ohio
$516K – – –
ACM
3043
Armbruster Capital Management
New York
$515K – – –
RFA
3044
Reyes Financial Architecture
California
$515K +$17.2K +47 +3%
MFP
3045
Meramec Financial Planners
Missouri
$515K +$490K +1,337 New
KFA
3046
Krane Funds Advisors
New York
$515K -$45.1K -123 -8%
FC
3047
FORA Capital
Florida
$514K -$551K -1,503 -30%
CWA
3048
CJM Wealth Advisers
Virginia
$514K -$6.23K -17 -1%
LPFG
3049
Landing Point Financial Group
Ohio
$514K -$9.16K -25 -2%
PFA
3050
Plotkin Financial Advisors
Maryland
$513K -$6.96K -19 -1%
120 121
122
123 124