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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2101
Capital Wealth Planning
Florida
$356K +$116K +538 +40%
AWP
2102
Ascent Wealth Partners
New York
$355K -$12.6K -58 -3%
CWC
2103
Carolinas Wealth Consulting
North Carolina
$355K +$3.68K +17 +0.9%
DU
2104
Delphia (USA)
Ontario, Canada
$353K +$405K +1,871 New
PP
2105
Palladium Partners
Virginia
$351K -$157K -725 -28%
FM
2106
Family Management
New York
$350K -$13.2K -61 -3%
KWM
2107
Kolinsky Wealth Management
New Jersey
$350K +$402K +1,858 New
TWM
2108
Trevian Wealth Management
Massachusetts
$350K +$402K +1,859 New
MAM
2109
McLean Asset Management
Virginia
$349K -$96.3K -445 -19%
PCM
2110
Perritt Capital Management
Illinois
$349K – – –
1WM
2111
1900 Wealth Management
Texas
$349K +$17.3K +80 +5%
ANB
2112
Amarillo National Bank
Texas
$349K +$51.3K +237 +15%
WB
2113
West Bancorporation
Iowa
$349K +$401K +1,852 New
WKSWA
2114
White Knight Strategic Wealth Advisors
New Jersey
$349K +$401K +1,852 New
FPOC
2115
Financial Planners of Cleveland
Ohio
$349K +$417K +1,929 New
LOAMU
2116
Lombard Odier Asset Management (USA)
New York
$347K +$398K +1,840 New
TWM
2117
Titus Wealth Management
California
$346K +$66.4K +307 +20%
PCG
2118
Prosperity Consulting Group
Maryland
$346K +$565K +2,612 New
AWM
2119
Accel Wealth Management
Iowa
$345K +$143K +662 +57%
RW
2120
RVW Wealth
California
$344K +$43.9K +203 +13%
NAM
2121
NTV Asset Management
West Virginia
$343K – – –
EWA
2122
EverSource Wealth Advisors
Alabama
$343K +$393K +1,817 New
AFC
2123
AFT Forsyth & Company
Florida
$342K -$110K -507 -22%
TFM
2124
TFC Financial Management
Massachusetts
$342K +$33.5K +155 +9%
SF
2125
Symphony Financial
Texas
$341K +$193K +893 +104%
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85
86 87