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Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
3326
PYA Waltman Capital
Tennessee
$564K – – –
GWM
3327
GSB Wealth Management
Connecticut
$563K +$1.26K +6 +0.2%
AW
3328
Avion Wealth
Texas
$562K +$68.7K +327 +14%
FMP
3329
Financial Management Professionals
Texas
$561K -$225K -1,073 -29%
HGWM
3330
Horst & Graben Wealth Management
Oregon
$560K +$1.05K +5 +0.2%
MIM
3331
Martin Investment Management
Florida
$557K +$43.5K +207 +8%
SA
3332
Silversage Advisors
California
$549K -$738K -3,515 -57%
AL
3333
Arnhold LLC
New York
$547K – – –
3F
3334
360 Financial
Minnesota
$546K +$15.8K +75 +3%
LFS
3335
Legacy Financial Strategies
Kansas
$546K +$25.4K +121 +5%
BDF
3336
Black Diamond Financial
Maryland
$544K +$21K +100 +4%
MFGP
3337
Marshall Financial Group (Pennsylvania)
Pennsylvania
$543K +$12.8K +61 +2%
CRIG
3338
Charter Research & Investment Group
Connecticut
$531K – – –
NFGCM
3339
Norman Fields Gottscho Capital Management
New York
$531K – – –
CWM
3340
Cranbrook Wealth Management
Michigan
$529K +$87.4K +416 +20%
HCM
3341
Horrell Capital Management
Arkansas
$528K – – –
FS
3342
Ferguson Shapiro
Georgia
$528K +$1.26K +6 +0.2%
BSG
3343
Black Swift Group
Colorado
$527K +$525K +2,500 +50,000%
DA
3344
DCF Advisers
Connecticut
$526K – – –
DSN
3345
D. Scott Neal
Kentucky
$525K +$43.9K +209 +9%
WWM
3346
WJ Wealth Management
Arizona
$522K -$495K -2,358 -49%
NEPPG
3347
New England Professional Planning Group
Rhode Island
$521K -$492K -2,341 -50%
WRM
3348
Weybosset Research & Management
Rhode Island
$521K -$252K -1,198 -33%
BWM
3349
Brickley Wealth Management
California
$520K – – –
CMA
3350
Cedar Mountain Advisors
Oregon
$518K -$1.47K -7 -0.3%
132 133
134
135 136