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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
1951
Cerro Pacific Wealth Advisors
California
$435K – – –
LWM
1952
Liberty Wealth Management
California
$433K -$1.23M -10,776 -75%
SRC
1953
Stone Run Capital
New York
$433K – – –
LCM
1954
Leisure Capital Management
California
$432K – – –
AF
1955
Apexium Financial
Texas
$430K +$2.62K +23 +0.7%
EBT
1956
Enterprise Bank & Trust
Massachusetts
$430K – – –
PWP
1957
Phillips Wealth Planners
Mississippi
$430K +$27.7K +243 +8%
SHFP
1958
Second Half Financial Partners
Florida
$430K +$404K +3,546 New
SN
1959
Sittner & Nelson
Oregon
$429K – – –
WAM
1960
WNY Asset Management
New York
$428K -$31.8K -279 -7%
MSA
1961
Marino Stram & Associates
Massachusetts
$428K – – –
TFF
1962
The Family Firm
Maryland
$428K -$10.6K -93 -3%
FPGK
1963
Financial Partners Group (Kansas)
Kansas
$426K +$1.82K +16 +0.5%
IAG
1964
Investment Advisory Group
Massachusetts
$426K +$1.14K +10 +0.3%
PM
1965
Parametrica Management
Hong Kong
$426K +$401K +3,513 New
FIM
1966
Freedom Investment Management
Connecticut
$425K +$109K +960 +38%
MGAM
1967
McGowan Group Asset Management
Texas
$425K +$456 +4 +0.1%
FFWM
1968
Future Financial Wealth Management
Ohio
$424K – – –
OL
1969
OneFund LLC
Florida
$424K +$2.96K +26 +0.7%
WQ
1970
Wealth Quarterback
New Jersey
$423K +$5.93K +52 +2%
HWP
1971
Hibernia Wealth Partners
Louisiana
$423K +$398K +3,490 New
CCM
1972
Check Capital Management
California
$423K – – –
SCP
1973
Sivia Capital Partners
California
$422K +$39.7K +348 +11%
WA
1974
WealthTrust Axiom
Pennsylvania
$422K +$3.19K +28 +0.8%
JCM
1975
Jacobsen Capital Management
Utah
$422K -$40.8K -358 -9%
77 78
79
80 81