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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
2051
Summit Financial Wealth Advisors
Louisiana
$223K +$43.2K +241 +23%
BO
2052
BRR OpCo
Ohio
$220K -$15.2K -85 -6%
HCMNY
2053
Howard Capital Management (New York)
New York
$219K – – –
MCM
2054
McMillion Capital Management
North Carolina
$219K – – –
PAM
2055
Peak Asset Management
Colorado
$219K – – –
APG
2056
Abacus Planning Group
South Carolina
$219K +$20.1K +112 +10%
PFA
2057
Paradigm Financial Advisors
Missouri
$218K +$53.8K +300 +31%
WPSG
2058
Wealth & Pension Services Group
Georgia
$218K +$228K +1,270 New
HAIM
2059
Hunter Associates Investment Management
Pennsylvania
$217K – – –
VST
2060
Van Strum & Towne
California
$217K – – –
VFP
2061
Verus Financial Partners
Virginia
$217K – – –
GA
2062
GFS Advisors
Texas
$217K +$226K +1,261 New
RIA
2063
RPG Investment Advisory
California
$216K – – –
DIS
2064
Diversified Investment Strategies
Louisiana
$215K – – –
MC
2065
Mathes Company
New York
$215K – – –
VNA
2066
Valley National Advisers
Pennsylvania
$214K +$14K +78 +7%
CFIA
2067
Cantor Fitzgerald Investment Advisors
New York
$211K – – –
AWMG
2068
Alliance Wealth Management Group
New Jersey
$211K +$1.61K +9 +0.7%
RWM
2069
Ritholtz Wealth Management
New York
$211K +$18.6K +104 +9%
QC
2070
QCM Cayman
Texas
$211K +$220K +1,226 New
SLA
2071
Silver Lake Advisory
Utah
$210K – – –
UCI
2072
Uncommon Cents Investing
Wisconsin
$210K – – –
AIM
2073
Advantage Investment Management
Iowa
$209K -$21K -117 -9%
SIMM
2074
Stillwater Investment Management (Minnesota)
Minnesota
$209K +$1.25K +7 +0.6%
WA
2075
Wealth Architects
California
$209K +$17.4K +97 +9%
81 82
83
84 85