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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1901
Calton & Associates
Florida
$639K -$234K -4,795 -27%
KCPG
1902
Kavar Capital Partners Group
Kansas
$638K +$49 +1 +0%
SGK
1903
Steigerwald Gordon & Koch
Virginia
$634K +$66.8K +1,367 +12%
FIB
1904
First Interstate Bank
Montana
$631K +$83.7K +1,714 +16%
FFWM
1905
Future Financial Wealth Management
Ohio
$630K +$618K +12,648 New
TCWM
1906
Total Clarity Wealth Management
Illinois
$628K -$87.9K -1,799 -12%
WCG
1907
Weaver Consulting Group
California
$627K +$14.7K +300 +2%
TA
1908
Tectonic Advisors
Texas
$626K +$613K +12,562 New
PIM
1909
Profit Investment Management
Maryland
$620K +$403K +8,252 +197%
GAG
1910
GM Advisory Group
New York
$618K -$39.8K -814 -6%
AAM
1911
Aureus Asset Management
Massachusetts
$618K -$21.8K -447 -3%
DA
1912
Detalus Advisors
Missouri
$617K +$200K +4,095 +49%
SMC
1913
Smith, Moore & Co
Missouri
$616K -$29.5K -604 -5%
CRC
1914
Curi RMB Capital
Illinois
$616K – – –
MRCM
1915
M&R Capital Management
New Jersey
$613K -$234K -4,785 -28%
WWM
1916
Western Wealth Management
Colorado
$613K -$71.5K -1,465 -11%
AIA
1917
Arbor Investment Advisors
North Carolina
$613K – – –
CYG
1918
Clean Yield Group
Vermont
$613K +$48.8K +1,000 +9%
ACM
1919
Advisors Capital Management
New Jersey
$612K +$61.9K +1,268 +11%
TCOO
1920
Trust Company of Oklahoma
Oklahoma
$611K -$35.4K -724 -6%
BWP
1921
BSW Wealth Partners
Colorado
$608K +$92.9K +1,902 +18%
CPC
1922
Congress Park Capital
New York
$608K +$147K +3,000 +33%
LWP
1923
Legacy Wealth Planning
Nevada
$605K -$4.25K -87 -0.7%
AIM
1924
Allen Investment Management
New York
$604K -$46.6K -955 -7%
WFM
1925
Wolff Financial Management
Michigan
$604K +$195 +4 +0%
75 76
77
78 79