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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1851
CRA Financial Services
New Jersey
$281K -$858 -10 -0.3%
WCWM
1852
Willow Creek Wealth Management
California
$280K -$4.03K -47 -2%
WG
1853
Wealth Group
North Carolina
$280K -$40.1K -467 -14%
MG
1854
Marex Group
$280K -$299K -3,490 -55%
GFP
1855
Gryphon Financial Partners
Ohio
$279K -$73.9K -861 -23%
AT
1856
Avalon Trust
New Mexico
$279K – – –
PFS
1857
Prospect Financial Services
New York
$278K +$244K +2,848 New
SW
1858
StrongBox Wealth
Missouri
$276K -$515 -6 -0.2%
WC
1859
Waterloo Capital
Texas
$276K +$10.5K +122 +5%
PWA
1860
Physician Wealth Advisors
Utah
$275K -$1.03K -12 -0.4%
JA
1861
JVL Associates
Michigan
$275K +$601 +7 +0.2%
KB
1862
Kimelman & Baird
New York
$275K – – –
CAWM
1863
Capital Advisors Wealth Management
Washington
$274K +$7.81K +91 +3%
GWM
1864
Gibbs Wealth Management
Georgia
$274K +$241K +2,813 New
AM
1865
Atwater Malick
Pennsylvania
$272K – – –
MHR
1866
Matthew Hamilton Rosenberg
$271K +$12.8K +149 +6%
OCPWS
1867
One Charles Private Wealth Services
Massachusetts
$271K +$601 +7 +0.3%
FG
1868
Foster Group
Iowa
$271K -$2.49K -29 -1%
SAF
1869
Smith Anglin Financial
Texas
$270K +$16.3K +190 +7%
NAS
1870
Nicolet Advisory Services
Wisconsin
$270K +$243K +2,828 New
WA
1871
Wambolt & Associates
Colorado
$270K -$34.1K -398 -13%
MCM
1872
Morton Capital Management
California
$270K +$237K +2,768 New
MMPW
1873
Mitchell McLeod Pugh & Williams
Alabama
$270K +$2.57K +30 +1%
GI
1874
GAMCO Investors
Connecticut
$269K -$75.9K -885 -24%
LCWP
1875
Legacy Capital Wealth Partners
Arkansas
$267K +$235K +2,741 New
73 74
75
76 77