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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2151
Marcum Wealth
Ohio
$327K +$47.6K +220 +15%
LWMG
2152
Levy Wealth Management Group
Pennsylvania
$327K +$375K +1,733 New
PMFA
2153
Plante Moran Financial Advisors
Michigan
$325K +$108K +499 +41%
RM
2154
Resource Management
Louisiana
$324K -$891K -4,119 -71%
TWA
2155
TCI Wealth Advisors
Arizona
$323K -$93K -430 -20%
LNWTC
2156
Laird Norton Wetherby Trust Company
Washington
$323K +$10.8K +50 +3%
VFPI
2157
Vantage Financial Partners (Illinois)
Illinois
$323K +$173K +800 +87%
RTS
2158
Round Table Services
New Jersey
$323K +$370K +1,712 New
ACH
2159
ArrowMark Colorado Holdings
Colorado
$322K +$123K +569 +50%
SAM
2160
Security Asset Management
New York
$321K – – –
FC
2161
Financial Consulate
Maryland
$321K +$20.8K +96 +6%
FC
2162
Fusion Capital
South Carolina
$321K +$146K +673 +65%
WFA
2163
Wade Financial Advisory
California
$320K -$27K -125 -7%
VCM
2164
Vivaldi Capital Management
Illinois
$320K +$216 +1 +0.1%
FAFN
2165
First Affirmative Financial Network
Colorado
$320K +$74.4K +344 +25%
RBCM
2166
Raub Brock Capital Management
California
$319K – – –
FNBOSM
2167
First National Bank of South Miami
Florida
$319K +$32K +148 +10%
AWG
2168
Altus Wealth Group
Colorado
$318K +$69.2K +320 +23%
LAM
2169
L2 Asset Management
Massachusetts
$318K +$365K +1,688 New
LCM
2170
Leisure Capital Management
California
$317K -$3.03K -14 -0.8%
PL
2171
Parthenon LLC
Kentucky
$317K – – –
CFO
2172
CVA Family Office
Colorado
$317K +$364K +1,681 New
PMG
2173
ProVise Management Group
Florida
$316K -$255K -1,178 -41%
TSWM
2174
Tyler-Stone Wealth Management
Ohio
$316K +$362K +1,674 New
OWA
2175
One Wealth Advisors
California
$315K -$241K -1,113 -40%
85 86
87
88 89