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Name Holding Trade Value Shares
Change 		Change in
Stake
B
3026
Bridgeworth
Alabama
$277K -$16K -50 -6%
FAN
3027
Financial Advisors Network
California
$277K +$256K +798 New
PWA
3028
Peterson Wealth Advisors
Utah
$276K +$22.5K +70 +10%
MWM
3029
Maltin Wealth Management
New Jersey
$275K +$254K +791 New
MPPW
3030
Mitchell & Pahl Private Wealth
Oklahoma
$274K – – –
FBA
3031
Front Barnett Associates
Illinois
$273K -$1.93K -6 -0.8%
GC
3032
Gratus Capital
Georgia
$273K +$11.2K +35 +5%
TWM
3033
Triton Wealth Management
Arizona
$272K +$8.34K +26 +4%
CGA
3034
Crescent Grove Advisors
Illinois
$271K +$250K +780 New
RB
3035
Rodgers Brothers
Pennsylvania
$269K +$248K +774 New
PIG
3036
Pantheon Investment Group
California
$269K +$249K +775 New
SWM
3037
Selective Wealth Management
Virginia
$267K +$154K +481 +167%
MIM
3038
MTM Investment Management
South Carolina
$266K – – –
MCM
3039
Monarch Capital Management
Indiana
$264K – – –
UWPG
3040
Ullmann Wealth Partners Group
Florida
$262K +$16K +50 +7%
PFA
3041
Pure Financial Advisors
California
$262K +$242K +753 New
VAM
3042
Verity Asset Management
North Carolina
$261K -$10.6K -33 -4%
BJ
3043
Brouwer & Janachowski
California
$261K – – –
MCA
3044
Mercer Capital Advisers
New Jersey
$261K – – –
CFA
3045
Capstone Financial Advisors
Illinois
$261K +$241K +751 New
PWP
3046
Personal Wealth Partners
Minnesota
$260K – – –
PAM
3047
Private Asset Management
California
$259K -$125K -390 -34%
SIG
3048
Sargent Investment Group
Maryland
$259K – – –
SWM
3049
Soundmark Wealth Management
Washington
$259K – – –
WCM
3050
Wealthcare Capital Management
Virginia
$258K +$19.6K +61 +9%
120 121
122
123 124