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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
3301
GeoWealth Management
Illinois
$606K +$275K +1,516 +104%
FAN
3302
Financial Advisors Network
California
$600K -$44.7K -246 -8%
CWAF
3303
Core Wealth Advisors (Florida)
Florida
$599K +$107K +589 +25%
P
3304
&Partners
Tennessee
$596K +$118K +650 +29%
MAM
3305
Marquette Asset Management
Minnesota
$593K – – –
IDA
3306
Intelligence Driven Advisers
California
$587K -$7.44K -41 -1%
LWA
3307
Lowe Wealth Advisors
Maryland
$586K +$182 +1 +0%
SC
3308
Skylands Capital
Wisconsin
$585K -$36.3K -200 -7%
GAM
3309
Garrison Asset Management
Arkansas
$582K +$48.1K +265 +10%
HS
3310
Horan Securities
United States
$582K +$51.4K +283 +11%
CRCM
3311
Corbett Road Capital Management
Virginia
$580K +$88K +485 +20%
CHJWM
3312
Carlton Hofferkamp & Jenks Wealth Management
Texas
$578K -$61.7K -340 -11%
EPWM
3313
Essex Private Wealth Management
Massachusetts
$578K +$52.6K +290 +11%
SWM
3314
Southern Wealth Management
Texas
$575K +$184K +1,011 +56%
CCM
3315
Colorado Capital Management
Colorado
$572K – – –
MAG
3316
Mayfair Advisory Group
Alabama
$565K +$43.6K +240 +9%
BIG
3317
Boothe Investment Group
Delaware
$563K +$502K +2,768 New
DACG
3318
Donor Advised Charitable Giving
California
$557K -$170K -937 -25%
PCFFS
3319
Pacific Center for Financial Services
California
$553K – – –
HCP
3320
Holt Capital Partners
Texas
$553K +$117K +643 +31%
PWC
3321
PYA Waltman Capital
Tennessee
$546K -$67.9K -374 -12%
GWM
3322
GSB Wealth Management
Connecticut
$543K +$1.27K +7 +0.3%
HGWM
3323
Horst & Graben Wealth Management
Oregon
$541K +$545 +3 +0.1%
CWM
3324
Cabot Wealth Management
Massachusetts
$537K +$17.4K +96 +4%
HPCM
3325
Hunter Perkins Capital Management
Illinois
$537K +$479K +2,640 New
131 132
133
134 135