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Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
1926
Wealth Dimensions Group
Ohio
$240K +$225K +1,698 New
ISWM
1927
Independent Solutions Wealth Management
New York
$239K -$45.8K -346 -17%
NB
1928
Northwest Bancshares
Pennsylvania
$238K – – –
NCM
1929
Narwhal Capital Management
Georgia
$238K +$223K +1,680 New
SP
1930
Successful Portfolios
Florida
$236K -$4.64K -35 -2%
SMC
1931
Smith, Moore & Co
Missouri
$236K +$221K +1,665 New
FM
1932
Foster & Motley
Ohio
$236K +$221K +1,670 New
CG
1933
Cutler Group
California
$235K -$3.44M -25,985 -94%
GI
1934
Glovista Investments
New Jersey
$235K – – –
FC
1935
Ferris Capital
Massachusetts
$234K -$18.7K -141 -8%
T
1936
TOBAM
France
$234K +$35K +264 +19%
AA
1937
Apriem Advisors
California
$234K +$219K +1,654 New
KMC
1938
Kirr Marbach & Co
Indiana
$233K – – –
KWMG
1939
King Wealth Management Group
Florida
$233K +$397 +3 +0.2%
BFS
1940
Bard Financial Services
Connecticut
$233K +$218K +1,645 New
WAS
1941
Wealth Advisory Solutions
Indiana
$232K +$2.12K +16 +1%
5L
1942
55I LLC
Massachusetts
$231K -$322K -2,427 -60%
APG
1943
Abacus Planning Group
South Carolina
$231K – – –
GRQ
1944
Gardner Russo & Quinn
Pennsylvania
$229K – – –
CWC
1945
Carolinas Wealth Consulting
North Carolina
$229K +$49.2K +371 +30%
BCM
1946
BTR Capital Management
California
$228K +$214K +1,613 New
CAG
1947
Csenge Advisory Group
Florida
$227K -$3.44K -26 -2%
SFI
1948
SPC Financial Inc
Maryland
$227K +$213K +1,606 New
WFO
1949
Wealthgate Family Office
Colorado
$227K +$213K +1,607 New
AWA
1950
Arkadios Wealth Advisors
Georgia
$226K -$84.3K -636 -28%
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78
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