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Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1951
Archford Capital Strategies
Illinois
$249K +$7.73K +19 +3%
OWM
1952
Opes Wealth Management
California
$248K – – –
FOA
1953
Five Oceans Advisors
California
$248K +$24.8K +61 +10%
PFA
1954
Plotkin Financial Advisors
Maryland
$247K +$78.1K +192 +40%
AC
1955
Addison Capital
Pennsylvania
$247K -$17.5K -43 -6%
EHC
1956
Everett Harris & Co
California
$246K -$17.5K -43 -6%
MSA
1957
Marino Stram & Associates
Massachusetts
$246K +$274K +673 New
SMA
1958
Sage Mountain Advisors
Georgia
$243K +$24K +59 +10%
AFPL
1959
Advus Financial Partners, LLC
Florida
$242K +$61.5K +151 +30%
TWA
1960
TCI Wealth Advisors
Arizona
$242K -$70.4K -173 -21%
SCA
1961
Sandy Cove Advisors
Massachusetts
$242K +$2.04K +5 +0.8%
BS
1962
Boenning & Scattergood
Pennsylvania
$241K -$154K -378 -37%
LB
1963
Leo Brokerage
Texas
$241K -$129K -316 -32%
PS
1964
Planned Solutions
California
$240K -$52.1K -128 -16%
PK
1965
Pflug Koory
Nebraska
$240K +$42.7K +105 +19%
DCM
1966
DGS Capital Management
New Jersey
$239K -$73.7K -181 -22%
HIP
1967
HUB Investment Partners
Texas
$239K -$15.1K -37 -5%
KA
1968
Klingman & Associates
New York
$239K +$1.22K +3 +0.5%
PL
1969
Plancorp LLC
Missouri
$239K +$4.48K +11 +2%
RWA
1970
River Wealth Advisors
Pennsylvania
$239K +$22K +54 +9%
MMA
1971
Miracle Mile Advisors
California
$238K -$33K -81 -11%
BHBT
1972
Burke & Herbert Bank & Trust
Virginia
$235K – – –
OPA
1973
Old Port Advisors
Maine
$234K -$8.55K -21 -3%
PAG
1974
Powers Advisory Group
Illinois
$233K +$27.7K +68 +12%
AMCA
1975
Arthur M. Cohen & Associates
Illinois
$233K +$44.8K +110 +21%
77 78
79
80 81