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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1926
Continuum Advisory
Idaho
$107K -$10.6K -55 -8%
MWA
1927
Medallion Wealth Advisors
Connecticut
$105K +$22.2K +115 +21%
MA
1928
Montag & Associates
Georgia
$105K -$55.9K -290 -31%
GCM
1929
GKV Capital Management
California
$103K -$1.96M -10,170 -94%
CPG
1930
Cornerstone Planning Group
New Jersey
$97.5K +$52K +270 +82%
GC
1931
Garde Capital
Washington
$95.5K +$12.5K +65 +12%
MAM
1932
Meeder Asset Management
Ohio
$95.5K +$23.1K +120 +25%
BWM
1933
Bernard Wealth Management
Michigan
$91.6K – – –
RCA
1934
Runnymede Capital Advisors
Ohio
$90.8K – – –
POIA
1935
Pin Oak Investment Advisors
Texas
$89K -$25.1K -130 -15%
WA
1936
WPG Advisers
Maryland
$88.4K -$36.6K -190 -26%
WTA
1937
Washington Trust Advisors
Massachusetts
$88.2K +$24.1K +125 +29%
SWC
1938
Spectrum Wealth Counsel
Indiana
$87.6K – – –
AAG
1939
Armstrong Advisory Group
Massachusetts
$86.9K – – –
WBC
1940
West Branch Capital
Massachusetts
$86.8K -$297K -1,540 -74%
HWA
1941
HHM Wealth Advisors
Tennessee
$85.2K +$81.9K +425 +386%
CAL
1942
Capital Advisors Ltd
Ohio
$84K +$9.64K +50 +10%
AT
1943
Arlington Trust
Alabama
$82K -$7.71K -40 -7%
VWM
1944
Vermillion Wealth Management
Minnesota
$82K – – –
CT
1945
Colonial Trust
South Carolina
$81.5K -$108K -560 -52%
BHWM
1946
Bay Harbor Wealth Management
Maryland
$77.2K +$1.93K +10 +2%
PWMA
1947
Pension & Wealth Management Advisors
Massachusetts
$75.7K +$21.2K +110 +30%
FFO
1948
Fortitude Family Office
Arizona
$75.6K – – –
FCG
1949
Financial Connections Group
California
$74K – – –
CCM
1950
Cloud Capital Management
Washington
$74K +$89.6K +465 New
76 77
78
79 80