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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1926
Halbert Hargrove Global Advisors
California
$321K +$6.63K +37 +2%
HCM
1927
Harvest Capital Management
New Hampshire
$320K -$17.9K -100 -5%
CW
1928
Cobiz Wealth
Colorado
$320K +$5.02K +28 +2%
NEGWA
1929
New England Guild Wealth Advisors
Connecticut
$318K – – –
PCM
1930
Perritt Capital Management
Illinois
$317K +$5.92K +33 +2%
GEM
1931
Global Endowment Management
North Carolina
$313K -$271K -1,510 -45%
CB
1932
Cadence Bank
Mississippi
$313K +$45.9K +256 +16%
BWP
1933
Baldwin Wealth Partners
Massachusetts
$312K -$4.48K -25 -1%
WMA
1934
Wealth Management Associates
New Jersey
$311K +$324K +1,808 New
LPC
1935
Loeb Partners Corp
New York
$310K – – –
NCM
1936
Nelson Capital Management
California
$310K +$43K +240 +15%
GPWA
1937
Great Point Wealth Advisors
Massachusetts
$310K +$324K +1,809 New
KIM
1938
Karpus Investment Management
New York
$309K – – –
PAS
1939
Professional Advisory Services
Florida
$309K – – –
VFPI
1940
Vantage Financial Partners (Illinois)
Illinois
$309K – – –
BOPW
1941
Brandywine Oak Private Wealth
Pennsylvania
$306K +$319K +1,781 New
W
1942
Wealthquest
Ohio
$306K +$320K +1,782 New
SHJ
1943
Sharkey, Howes & Javer
Colorado
$305K -$37.1K -207 -10%
PWS
1944
Paragon Wealth Strategies
Florida
$305K +$1.44K +8 +0.4%
CWM
1945
CCG Wealth Management
California
$305K +$318K +1,776 New
CAN
1946
Claraphi Advisory Network
United States
$303K -$196K -1,095 -38%
GIA
1947
Gladstone Institutional Advisory
Florida
$303K +$317K +1,765 New
FPCM
1948
Financial Partners Capital Management
New York
$302K +$5.74K +32 +2%
DCM
1949
Driehaus Capital Management
Illinois
$302K +$39.3K +219 +14%
EA
1950
Emerald Advisers
Pennsylvania
$301K – – –
76 77
78
79 80