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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2951
MBA Advisors
Pennsylvania
$317K +$11.2K +31 +3%
FAN
2952
Financial Advisors Network
California
$316K +$46.8K +130 +16%
PCM
2953
Poehling Capital Management
Wisconsin
$314K +$5.04K +14 +2%
IWS
2954
Insight Wealth Strategies
California
$314K +$15.1K +42 +5%
NIM
2955
NuWave Investment Management
New Jersey
$314K +$333K +925 New
RS
2956
Retirement Solution
Washington
$313K -$1.44K -4 -0.4%
TFM
2957
TFC Financial Management
Massachusetts
$313K – – –
AMG
2958
Asset Management Group
Connecticut
$311K – – –
BMCM
2959
Bryn Mawr Capital Management
Pennsylvania
$310K +$24.1K +67 +8%
SIG
2960
Sargent Investment Group
Maryland
$310K +$61.2K +170 +23%
AWM
2961
Accel Wealth Management
Iowa
$309K +$3.6K +10 +1%
VCG
2962
Vantage Consulting Group
Virginia
$308K -$164K -456 -33%
CFP
2963
Curran Financial Partners
South Carolina
$308K -$10.8K -30 -3%
FL
2964
Fort LP
Maryland
$307K -$367K -1,019 -53%
MAG
2965
MRA Advisory Group
New Jersey
$306K – – –
EWG
2966
Executive Wealth Group
Washington
$305K – – –
CCA
2967
Clearwater Capital Advisors
Illinois
$305K – – –
SAIG
2968
Semper Augustus Investments Group
Colorado
$305K – – –
PFA
2969
Pure Financial Advisors
California
$304K +$51.5K +143 +19%
RTS
2970
Round Table Services
New Jersey
$304K +$322K +895 New
BST
2971
Bath Savings Trust
Maine
$303K +$1.8K +5 +0.6%
SWG
2972
Summit Wealth Group
Vermont
$303K +$13K +36 +4%
JMFC
2973
J.M. Forbes & Co
Massachusetts
$302K +$3.6K +10 +1%
ERWM
2974
Elk River Wealth Management
Colorado
$300K -$15.8K -44 -5%
BFA
2975
Brendel Financial Advisors
New Hampshire
$299K +$76K +211 +31%
117 118
119
120 121