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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2051
Janiczek Wealth Management
Colorado
$432K +$385K +10,989 +771%
PDM
2052
Penn Davis McFarland
Texas
$432K +$435K +12,396 New
HWM
2053
Howard Wealth Management
Connecticut
$430K +$10.1K +287 +2%
SPC
2054
Stewart & Patten Company
California
$427K -$14.7K -420 -3%
WCA
2055
Westover Capital Advisors
Delaware
$427K +$430K +12,270 New
NCM
2056
Northside Capital Management
Oregon
$425K – – –
AWM
2057
Absher Wealth Management
North Carolina
$423K -$2.35K -67 -0.5%
PWAP
2058
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$422K +$6.14K +175 +1%
WA
2059
Wealth Architects
California
$422K +$31K +885 +8%
AIIMS
2060
Analyst IMS Investment Management Services
Israel
$422K +$426K +12,137 New
AIM
2061
Acropolis Investment Management
Missouri
$419K +$96.3K +2,746 +30%
EC
2062
Estate Counselors
Wisconsin
$417K – – –
OCM
2063
Orser Capital Management
Texas
$417K +$11.1K +316 +3%
AC
2064
Alexandria Capital
Virginia
$417K +$66.7K +1,902 +19%
PAM
2065
Premier Asset Management
Illinois
$416K -$409K -11,665 -49%
ATWA
2066
Arbor Trust Wealth Advisors
Michigan
$415K -$4.77K -136 -1%
NWM
2067
Northwest Wealth Management
Iowa
$415K +$9.92K +283 +2%
GC
2068
Gilbert & Cook
Iowa
$415K +$36.8K +1,049 +10%
AIM
2069
Alhambra Investment Management
Florida
$414K +$7.82K +223 +2%
RSWM
2070
Robertson Stephens Wealth Management
California
$414K +$81.3K +2,320 +24%
DI
2071
DAGCO Inc
Ohio
$412K – – –
WBG
2072
Wharton Business Group
Pennsylvania
$411K +$71.6K +2,041 +21%
MAG
2073
Mayfair Advisory Group
Alabama
$409K +$412K +11,746 New
PWM
2074
Paulson Wealth Management
Illinois
$408K +$5.22K +149 +1%
JGIA
2075
Jackson Grant Investment Advisers
Connecticut
$407K +$3.33K +95 +0.8%