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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
Centurion Wealth Management
Virginia
$276K +$49.1K +472 +22%
JFA
1927
JNBA Financial Advisors
Minnesota
$274K +$5.83K +56 +2%
AWM
1928
Avaii Wealth Management
Wisconsin
$274K +$274K +2,633 New
FTC
1929
Farmers Trust Company
Ohio
$273K -$624 -6 -0.2%
FPCP
1930
Fort Point Capital Partners
California
$272K +$6.35K +61 +2%
EWA
1931
EP Wealth Advisors
California
$271K -$55.7M -535,093 -100%
AM
1932
Atwater Malick
Pennsylvania
$271K – – –
AWM
1933
AllSquare Wealth Management
New York
$271K – – –
IDBONY
1934
Israel Discount Bank of New York
New York
$271K – – –
KA
1935
Klingman & Associates
New York
$270K -$8.01K -77 -3%
CRWM
1936
Castle Rock Wealth Management
California
$270K +$7.08K +68 +3%
AFPL
1937
Advus Financial Partners, LLC
Florida
$270K +$1.15K +11 +0.4%
TFF
1938
The Family Firm
Maryland
$270K +$1.15K +11 +0.4%
TCPWM
1939
Traverso Chambers Private Wealth Management
California
$269K +$104 +1 +0%
SPWG
1940
Syntegra Private Wealth Group
Missouri
$268K – – –
LA
1941
Latitude Advisors
Florida
$267K -$23K -221 -8%
BW
1942
BIP Wealth
Georgia
$267K +$267K +2,567 New
SPP
1943
Single Point Partners
Massachusetts
$267K +$29.5K +283 +12%
CFC
1944
Coyle Financial Counsel
Illinois
$267K +$20.8K +200 +8%
LCWP
1945
Legacy Capital Wealth Partners
Arkansas
$266K +$266K +2,559 New
CWM
1946
Cedar Wealth Management
California
$266K – – –
IFPG
1947
Intrepid Financial Planning Group
Indiana
$266K -$20.8K -200 -7%
CA
1948
Carson Advisory
Georgia
$266K +$208 +2 +0.1%
AWA
1949
Archvest Wealth Advisors
California
$266K +$34K +327 +15%
GA
1950
Goldstein Advisors
Wisconsin
$265K +$18.4K +177 +7%
76 77
78
79 80