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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
3101
Access Financial Services
Minnesota
$471K – – –
CWM
3102
Centricity Wealth Management
Ohio
$470K +$362 +1 +0.1%
PCMC
3103
Paragon Capital Management (Colorado)
Colorado
$469K -$8.69K -24 -2%
SFS
3104
Symphony Financial Services
Ohio
$469K -$35.1K -97 -7%
WIM
3105
Warwick Investment Management
Texas
$468K +$74.9K +207 +19%
VST
3106
Van Strum & Towne
California
$468K -$7.24K -20 -2%
ITIM
3107
Indiana Trust & Investment Management
Indiana
$467K – – –
MFT
3108
Moisand Fitzgerald Tamayo
Florida
$466K – – –
PCS
3109
Private Client Services
Kentucky
$464K +$160K +442 +54%
LAS
3110
LWM Advisory Services
Florida
$463K -$51K -141 -10%
MSWM
3111
Master's Wealth Management
Pennsylvania
$463K +$3.26K +9 +0.7%
2L
3112
25 LLC
Missouri
$463K -$6.88K -19 -1%
WPW
3113
Watershed Private Wealth
Illinois
$463K -$13.8K -38 -3%
MEG
3114
Millstone Evans Group
Colorado
$461K – – –
SFS
3115
Security Financial Services
Indiana
$461K +$55K +152 +14%
GSCM
3116
Greenfield Seitz Capital Management
Texas
$459K – – –
LIG
3117
Lokken Investment Group
Delaware
$459K +$20.6K +57 +5%
VCM
3118
Violich Capital Management
California
$458K -$36.2K -100 -7%
AWM
3119
Avondale Wealth Management
Texas
$458K +$72.4K +200 +19%
SW
3120
Solidarity Wealth
Utah
$458K -$832K -2,300 -65%
CFG
3121
Certior Financial Group
Pennsylvania
$457K +$29.3K +81 +7%
FCC
3122
Flower City Capital
New York
$456K – – –
NCTC
3123
New Covenant Trust Company
Indiana
$455K -$3.26K -9 -0.7%
CWM
3124
Cranbrook Wealth Management
Michigan
$455K +$3.26K +9 +0.7%
CFC
3125
Coyle Financial Counsel
Illinois
$455K +$3.98K +11 +0.9%
123 124
125
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