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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
2051
Sage Rhino Capital
California
$485K +$7.18K +147 +2%
DWM
2052
Dorchester Wealth Management
Quebec, Canada
$483K -$19.4K -398 -4%
FCFC
2053
First Citizens Financial Corp
Iowa
$483K +$20.8K +425 +5%
TFM
2054
TFC Financial Management
Massachusetts
$482K -$4.83K -99 -1%
WAG
2055
Winthrop Advisory Group
Massachusetts
$481K -$6.5K -133 -1%
AWA
2056
Acorn Wealth Advisors
Michigan
$476K +$12.4K +253 +3%
CG
2057
Clarus Group
Texas
$475K +$376K +7,692 New
Klingman & Associates
2058
Klingman & Associates
New York
$474K +$4.59K +94 +1%
FBT
2059
First Bank & Trust
South Dakota
$471K -$29.6K -607 -6%
VIM
2060
Vista Investment Management
Pennsylvania
$471K -$781 -16 -0.2%
Avior Wealth Management
2061
Avior Wealth Management
Nebraska
$470K +$43.3K +886 +10%
CFS
2062
Capital Financial Services
New York
$470K +$461K +9,430 New
BTWM
2063
Baker Tilly Wealth Management
Wisconsin
$470K +$461K +9,441 New
OWM
2064
Opes Wealth Management
California
$469K -$82.3K -1,685 -15%
SCM
2065
Silvant Capital Management
Georgia
$469K – – –
Annex Advisory Services
2066
Annex Advisory Services
Wisconsin
$467K +$15.1K +310 +3%
DLCIG
2067
D.L. Carlson Investment Group
New Hampshire
$465K -$226K -4,630 -33%
CG
2068
Corundum Group
Colorado
$464K +$59.4K +1,217 +15%
CWM
2069
Concentrum Wealth Management
California
$463K -$1.91K -39 -0.4%
CPWA
2070
Cerro Pacific Wealth Advisors
California
$463K +$454K +9,288 New
SIM
2071
SSI Investment Management
California
$462K -$391 -8 -0.1%
BCA
2072
Berman Capital Advisors
Georgia
$462K +$9.08K +186 +2%
WCM
2073
Weik Capital Management
Pennsylvania
$461K -$14.7K -300 -3%
DE
2074
Day & Ennis
Georgia
$460K -$3.96K -81 -0.9%
MAA
2075
Mraz Amerine & Associates
California
$460K +$112K +2,296 +33%