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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2051
Dorchester Wealth Management
Quebec, Canada
$483K -$19.4K -398 -4%
FCFC
2052
First Citizens Financial Corp
Iowa
$483K +$20.8K +425 +5%
TFM
2053
TFC Financial Management
Massachusetts
$482K -$4.83K -99 -1%
WAG
2054
Winthrop Advisory Group
Massachusetts
$481K -$6.5K -133 -1%
AWA
2055
Acorn Wealth Advisors
Michigan
$476K +$12.4K +253 +3%
CG
2056
Clarus Group
Texas
$475K +$376K +7,692 New
KA
2057
Klingman & Associates
New York
$474K +$4.59K +94 +1%
FBT
2058
First Bank & Trust
South Dakota
$471K -$29.6K -607 -6%
VIM
2059
Vista Investment Management
Pennsylvania
$471K -$781 -16 -0.2%
AWM
2060
Avior Wealth Management
Nebraska
$470K +$43.3K +886 +10%
CFS
2061
Capital Financial Services
New York
$470K +$461K +9,430 New
BTWM
2062
Baker Tilly Wealth Management
Wisconsin
$470K +$461K +9,441 New
OWM
2063
Opes Wealth Management
California
$469K -$82.3K -1,685 -15%
SCM
2064
Silvant Capital Management
Georgia
$469K – – –
AAS
2065
Annex Advisory Services
Wisconsin
$467K +$15.1K +310 +3%
DLCIG
2066
D.L. Carlson Investment Group
New Hampshire
$465K -$226K -4,630 -33%
CG
2067
Corundum Group
Colorado
$464K +$59.4K +1,217 +15%
CWM
2068
Concentrum Wealth Management
California
$463K -$1.91K -39 -0.4%
CPWA
2069
Cerro Pacific Wealth Advisors
California
$463K +$454K +9,288 New
SIM
2070
SSI Investment Management
California
$462K -$391 -8 -0.1%
BCA
2071
Berman Capital Advisors
Georgia
$462K +$9.08K +186 +2%
WCM
2072
Weik Capital Management
Pennsylvania
$461K -$14.7K -300 -3%
DE
2073
Day & Ennis
Georgia
$460K -$3.96K -81 -0.9%
MAA
2074
Mraz Amerine & Associates
California
$460K +$112K +2,296 +33%
1WM
2075
1900 Wealth Management
Texas
$460K +$451K +9,234 New
81 82
83
84 85