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Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
1901
Blue Barn Wealth
Utah
$221K -$2.56K -40 -1%
CPP
1902
Capasso Planning Partners
South Carolina
$221K +$234K +3,670 New
FPWM
1903
FSB Premier Wealth Management
Iowa
$221K +$235K +3,680 New
BDWM
1904
Brewin Dolphin Wealth Management
Ireland
$220K – – –
LCM
1905
LVM Capital Management
Michigan
$220K – – –
NCM
1906
Northside Capital Management
Oregon
$220K – – –
PFM
1907
Peak Financial Management
Massachusetts
$220K +$234K +3,660 New
CAM
1908
Crestone Asset Management
Colorado
$219K -$78.6K -1,230 -25%
WLPWM
1909
Walled Lake Planning & Wealth Management
Illinois
$219K – – –
AP
1910
Arlington Partners
Alabama
$219K +$140K +2,190 +152%
HA
1911
Herold Advisors
New York
$218K – – –
BAM
1912
Bellevue Asset Management
Washington
$217K -$20.4K -320 -8%
BMC
1913
Beaton Management Company
Massachusetts
$217K – – –
CCFM
1914
Clear Creek Financial Management
Washington
$217K +$20.4K +320 +10%
CAG
1915
Csenge Advisory Group
Florida
$216K -$50.5K -790 -16%
PWSG
1916
Pacific Wealth Strategies Group
California
$216K – – –
TA
1917
Trellis Advisors
Washington
$215K -$5.11K -80 -2%
DIP
1918
DT Investment Partners
Pennsylvania
$214K -$130K -2,040 -36%
TFA
1919
Teamwork Financial Advisors
Texas
$214K +$227K +3,550 New
EIG
1920
Ellenbecker Investment Group
Wisconsin
$213K – – –
RW
1921
REDW Wealth
New Mexico
$212K +$225K +3,520 New
CPSAC
1922
Chas P. Smith & Associates (CPS)
Florida
$211K -$86.3K -1,350 -28%
BCM
1923
Birch Capital Management
Texas
$211K – – –
NCM
1924
Narwhal Capital Management
Georgia
$211K – – –
PFSC
1925
Peoples Financial Services Corp
Pennsylvania
$211K – – –
75 76
77
78 79