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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1926
Physician Wealth Advisors
Utah
$256K -$8.51K -88 -3%
WCWM
1927
Willow Creek Wealth Management
California
$256K -$6.29K -65 -2%
RF
1928
Robinswood Financial
Washington
$256K +$38.8K +401 +17%
AWS
1929
Arkfeld Wealth Strategies
Nebraska
$255K +$97 +1 +0%
AM
1930
Atwater Malick
Pennsylvania
$254K – – –
PAM
1931
Parvin Asset Management
South Dakota
$254K +$269K +2,780 New
BRWM
1932
Blue Rock Wealth Management
North Carolina
$253K +$268K +2,770 New
CWM
1933
Centurion Wealth Management
Virginia
$253K +$20.6K +213 +8%
SAF
1934
Smith Anglin Financial
Texas
$252K -$1.16K -12 -0.4%
CT
1935
Caldwell Trust
Florida
$250K -$336K -3,475 -56%
PWM
1936
Pines Wealth Management
North Carolina
$250K +$263K +2,714 New
WDG
1937
Wealth Dimensions Group
Ohio
$250K +$26.7K +276 +11%
CAI
1938
Capital Advisors Inc
Oklahoma
$250K -$19.3K -200 -7%
CCMG
1939
Clark Capital Management Group
Pennsylvania
$249K +$50.4K +521 +24%
BBA
1940
BLB&B Advisors
Pennsylvania
$249K -$37.4K -387 -12%
THCM
1941
Taylor Hoffman Capital Management
Virginia
$249K – – –
SCA
1942
Sage Capital Advisors
South Dakota
$249K +$290 +3 +0.1%
EAM
1943
Empirical Asset Management
Massachusetts
$248K +$2.82M +29,182 +181%
WPC
1944
White Pine Capital
Minnesota
$248K +$4.45K +46 +2%
BW
1945
BIP Wealth
Georgia
$247K +$53.1K +549 +25%
MTWM
1946
Masso Torrence Wealth Management
New Jersey
$247K +$8.13K +84 +3%
AGA
1947
Arkos Global Advisors
Texas
$247K +$262K +2,710 New
WA
1948
Wambolt & Associates
Colorado
$247K -$6.38K -66 -2%
PA
1949
PFG Advisors
Arizona
$246K -$81K -837 -24%
CWM
1950
Centric Wealth Management
Illinois
$244K -$51.2K -529 -17%
76 77
78
79 80