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Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
1951
Security National Bank
Nebraska
$308K – – –
AWM
1952
Aprio Wealth Management
Georgia
$308K +$87K +930 +42%
SW
1953
SkyOak Wealth
Michigan
$308K -$1.18M -12,579 -80%
BWM
1954
BAM Wealth Management
Colorado
$307K +$293K +3,138 New
SFG
1955
Sovereign Financial Group
Connecticut
$305K -$19.7K -211 -6%
KWM
1956
Keebeck Wealth Management
Illinois
$305K +$36.6K +391 +14%
ITFISA
1957
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$305K +$216K +2,309 +289%
HA
1958
Herold Advisors
New York
$304K -$65.5K -700 -18%
WCG
1959
Weaver Consulting Group
California
$303K +$5.05K +54 +2%
IFPG
1960
Intrepid Financial Planning Group
Indiana
$303K – – –
EFG
1961
Ethos Financial Group
Pennsylvania
$303K +$10.9K +117 +4%
ACM
1962
Adalta Capital Management
New York
$302K +$94.5K +1,010 +49%
SBF
1963
Sara-Bay Financial
Florida
$302K +$288K +3,081 New
FMN
1964
Financial Management Network
California
$301K – – –
HP
1965
Hilltop Partners
Indiana
$300K +$16.1K +172 +6%
BWM
1966
BCGM Wealth Management
Indiana
$300K +$13.6K +145 +5%
UAS
1967
United Asset Strategies
New York
$300K +$80.9K +865 +39%
PCIG
1968
Partners Capital Investment Group
Massachusetts
$300K – – –
4WM
1969
49 Wealth Management
Texas
$300K +$42.2K +451 +17%
XF
1970
XML Financial
Maryland
$300K +$6.08K +65 +2%
PP
1971
Patron Partners
Texas
$299K +$286K +3,056 New
OFW
1972
Omnia Family Wealth
Florida
$298K +$1.78K +19 +0.6%
SHFP
1973
Second Half Financial Partners
Florida
$297K +$374 +4 +0.1%
CWP
1974
Cyndeo Wealth Partners
Florida
$297K +$283K +3,028 New
NWWA
1975
New Wave Wealth Advisors
Arkansas
$296K -$1.34M -14,376 -83%
77 78
79
80 81