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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
951
TFC Financial Management
Massachusetts
$223K -$58.3K -406 -20%
9WM
952
9258 Wealth Management
Ohio
$222K -$20.5K -143 -8%
B
953
Bensler
Washington
$221K +$227K +1,578 New
RWB
954
RMR Wealth Builders
New Jersey
$221K – – –
PCI
955
Planning Center Inc
Illinois
$221K +$226K +1,575 New
GCP
956
GSA Capital Partners
United Kingdom
$220K -$100K -697 -31%
CBTWT
957
Community Bank & Trust (Waco, Texas)
Texas
$220K +$226K +1,572 New
AWA
958
Arkadios Wealth Advisors
Georgia
$220K +$5.46K +38 +2%
VT
959
Vise Technologies
New York
$220K +$225K +1,569 New
HI
960
Harrington Investments
California
$219K – – –
LWM
961
Laidlaw Wealth Management
New York
$218K +$223K +1,554 New
WTC
962
WhitTier Trust Company
Nevada
$217K +$1.58K +11 +0.7%
FMP
963
Financial Management Professionals
Texas
$217K -$4.02K -28 -2%
VFPI
964
Vantage Financial Partners (Illinois)
Illinois
$217K +$223K +1,550 New
LJAC
965
L.J. Altfest & Co
New York
$216K -$573K -3,989 -72%
DMBA
966
Deseret Mutual Benefit Administrators
Utah
$216K -$103K -717 -32%
LFS
967
Legacy Financial Strategies
Kansas
$216K +$221K +1,540 New
VWM
968
Vigilare Wealth Management
Arizona
$215K – – –
MG
969
Meritage Group
California
$212K -$10.8K -75 -5%
SP
970
Successful Portfolios
Florida
$212K +$217K +1,511 New
MA
971
MJP Associates
Connecticut
$212K – – –
DFG
972
Delta Financial Group
New Jersey
$211K +$216K +1,500 New
CWA
973
Consilium Wealth Advisory
Texas
$211K +$216K +1,505 New
CIA
974
Caerus Investment Advisors
Texas
$211K – – –
XWM
975
Xcel Wealth Management
Florida
$210K – – –
37 38
39
40 41