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Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
1901
Old North State Wealth Management
North Carolina
$270K +$4.8K +15 +2%
FAFN
1902
First Affirmative Financial Network
Colorado
$270K +$256K +801 New
CSA
1903
Cottage Street Advisors
Massachusetts
$270K +$38.7M +121,126 +10,433%
SA
1904
Strategic Advisors
New York
$270K – – –
ACM
1905
Ategra Capital Management
Virginia
$269K – – –
HA
1906
Herold Advisors
New York
$269K – – –
FRA
1907
Frank Rimerman Advisors
California
$268K – – –
LF
1908
Lantz Financial
Illinois
$268K +$1.28K +4 +0.5%
KOC
1909
Koss-Olinger Consulting
Florida
$267K +$254K +793 New
ANHIM
1910
Alan N. Hoffman Investment Management
Massachusetts
$266K – – –
VC
1911
Vicus Capital
Pennsylvania
$265K -$33.6K -105 -12%
PFWA
1912
Paces Ferry Wealth Advisors
Georgia
$265K -$7.04K -22 -3%
SL
1913
Summitry LLC
California
$263K -$5.44K -17 -2%
DAL
1914
Delta Accumulation LLC
California
$262K – – –
CA
1915
Centerpoint Advisors
Massachusetts
$262K – – –
GPI
1916
General Partner Inc
Pennsylvania
$262K +$249K +778 New
CPSAC
1917
Chas P. Smith & Associates (CPS)
Florida
$261K +$248K +776 New
FNBSF
1918
First National Bank Sioux Falls
South Dakota
$261K +$3.2K +10 +1%
SSWM
1919
Strait & Sound Wealth Management
California
$260K +$241K +754 New
ACM
1920
Argent Capital Management
Missouri
$259K – – –
VST
1921
Van Strum & Towne
California
$259K – – –
GWS
1922
Glassman Wealth Services
Virginia
$258K +$97.5K +305 +66%
RFA
1923
Resurgent Financial Advisors
Georgia
$257K +$245K +765 New
TBC
1924
Ted Buchan & Co
California
$257K +$244K +764 New
ACL
1925
Applied Capital LLC
Florida
$256K +$244K +762 New
75 76
77
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