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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
2101
Parkside Financial Bank & Trust
Missouri
$826K -$8.25K -32 -1%
CIC
2102
Chilton Investment Company
Connecticut
$825K +$70.7K +274 +10%
CPW
2103
Catalyst Private Wealth
California
$823K +$811K +3,144 New
PHS
2104
Pekin Hardy Strauss
Illinois
$821K -$30.9K -120 -4%
CWM
2105
Connecticut Wealth Management
Connecticut
$818K +$364K +1,412 +83%
FP
2106
Financial Perspectives
Minnesota
$818K – – –
RRWA
2107
Rainey & Randall Wealth Advisors
Florida
$814K +$802K +3,110 New
AIA
2108
Angeles Investment Advisors
California
$811K – – –
CFSG
2109
Community Financial Services Group
Vermont
$811K +$299K +1,159 +60%
MCA
2110
Morris Capital Advisors
Pennsylvania
$806K -$24K -93 -3%
EA
2111
Ellsworth Advisors
Ohio
$806K -$4.9K -19 -0.6%
CL
2112
Choreo LLC
Illinois
$805K -$276K -1,069 -26%
AIP
2113
Ahrens Investment Partners
Louisiana
$803K +$2.06K +8 +0.3%
WLPWM
2114
Walled Lake Planning & Wealth Management
Illinois
$802K -$30.9K -120 -4%
CBTWT
2115
Community Bank & Trust (Waco, Texas)
Texas
$802K -$10.3K -40 -1%
DWM
2116
Doyle Wealth Management
Florida
$802K +$28.4K +110 +4%
BWM
2117
BerganKDV Wealth Management
Minnesota
$801K -$131K -508 -14%
LWM
2118
Liberty Wealth Management
California
$801K -$12.6K -49 -2%
CW
2119
CreativeOne Wealth
Kansas
$797K +$167K +649 +27%
APW
2120
Acima Private Wealth
Virginia
$795K – – –
MWPCG
2121
Measured Wealth Private Client Group
New Hampshire
$795K +$783K +3,036 New
SRC
2122
Sage Rhino Capital
California
$794K -$21.7K -84 -3%
CHA
2123
Cooper/Haims Advisors
New York
$793K +$159K +617 +26%
SIS
2124
Sound Income Strategies
Florida
$791K +$110K +426 +16%
CS
2125
Capital Square
Tennessee
$789K -$19.6K -76 -2%
83 84
85
86 87