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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1851
Biltmore Wealth Management
Arizona
$812K – – –
HWM
1852
Hemington Wealth Management
Virginia
$809K +$12.6K +53 +2%
FSA
1853
Financial Security Advisor
Virginia
$808K +$45.2K +190 +6%
CCG
1854
Capital CS Group
California
$807K +$285K +1,201 +59%
HBT
1855
Heartland Bank & Trust
Illinois
$806K -$58.7K -247 -7%
GD
1856
Grandfield & Dodd
New York
$805K -$33.3K -140 -4%
CTA
1857
Chesley Taft & Associates
Illinois
$805K +$770K +3,240 New
MWA
1858
Monograph Wealth Advisors
California
$805K -$10.5K -44 -1%
PAWA
1859
Palo Alto Wealth Advisors
California
$804K – – –
BFA
1860
Beaumont Financial Advisors
Massachusetts
$803K +$713 +3 +0.1%
RWI
1861
Red Wave Investments
Pennsylvania
$801K – – –
FHWM
1862
Fox Hill Wealth Management
Massachusetts
$800K +$765K +3,218 New
CAM
1863
Columbia Asset Management
Michigan
$799K -$6.89K -29 -0.9%
SOW
1864
State of Wyoming
Wyoming
$797K +$5.47K +23 +0.7%
FC
1865
Family CFO
California
$797K – – –
TC
1866
Telemus Capital
Michigan
$795K +$6.65K +28 +0.9%
HIS
1867
Horizon Investment Services
Indiana
$793K – – –
SSWM
1868
Smith Salley Wealth Management
North Carolina
$792K -$75.1K -316 -9%
GFG
1869
Goldstone Financial Group
Illinois
$791K -$134K -565 -15%
S
1870
Sunpointe
Missouri
$789K +$755K +3,176 New
HWA
1871
HHM Wealth Advisors
Tennessee
$787K +$2.38K +10 +0.3%
RWM
1872
RBA Wealth Management
California
$787K +$238 +1 +0%
WC
1873
Woodstock Corp
Massachusetts
$785K -$7.84K -33 -1%
FFB
1874
First Financial Bankshares
Texas
$782K +$748K +3,146 New
KWM
1875
KFG Wealth Management
Indiana
$780K -$4.04K -17 -0.5%
73 74
75
76 77