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Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1926
Alpha Family Trust
California
$10.6M – – –
AIS
1927
American Investment Services
Massachusetts
$10.6M +$391K +2,490 +3%
WA
1928
WBH Advisory
Maryland
$10.5M -$303K -1,933 -2%
LA
1929
LexAurum Advisors
Kansas
$10.5M -$905K -5,767 -7%
MCM
1930
Mattern Capital Management
Colorado
$10.5M -$117K -743 -1%
IFS
1931
Ifrah Financial Services
Arkansas
$10.5M +$48.2K +307 +0.4%
LHC
1932
Little House Capital
Massachusetts
$10.5M +$826K +5,263 +7%
IWA
1933
IVC Wealth Advisors
Pennsylvania
$10.5M -$81.1K -517 -0.7%
DBIA
1934
Dumont & Blake Investment Advisors
New Jersey
$10.5M -$28.4K -181 -0.2%
SWP
1935
Strategic Wealth Partners
Ohio
$10.5M +$1.2M +7,619 +11%
FFS
1936
Founders Financial Securities
Maryland
$10.5M +$693K +4,416 +6%
HZ
1937
Hixon Zuercher
Ohio
$10.4M +$274K +1,746 +2%
ACA
1938
Atlas Capital Advisors
Wyoming
$10.4M +$157 +1 +0%
BCM
1939
Birch Capital Management
Texas
$10.4M -$6.75K -43 -0.1%
HHAA
1940
Henry H. Armstrong Associates
Pennsylvania
$10.4M +$759K +4,834 +7%
EWM
1941
Evermay Wealth Management
Virginia
$10.4M -$53.5K -341 -0.4%
HFS
1942
Howard Financial Services
Texas
$10.4M +$21K +134 +0.2%
CPC
1943
Consolidated Planning Corp
Georgia
$10.4M -$163K -1,038 -1%
LC
1944
Lavaca Capital
Texas
$10.4M +$338K +2,151 +3%
REMPR
1945
Roof Eidam Maycock Peralta (REMP)
California
$10.3M +$92.9K +592 +0.8%
SFG
1946
StrategIQ Financial Group
Indiana
$10.3M -$785 -5 -0%
WOSD
1947
WFA of San Diego
California
$10.3M +$809K +5,153 +7%
JHCP
1948
Jackson Hole Capital Partners
Oklahoma
$10.3M +$680K +4,330 +6%
LA
1949
Legacy Advisors
Pennsylvania
$10.3M -$121K -771 -1%
JFL
1950
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.3M -$34.4K -219 -0.3%
76 77
78
79 80