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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1951
Clifford Swan Investment Counsel
California
$487K -$7.34K -14 -1%
KCFA
1952
Key Client Fiduciary Advisors
New Jersey
$487K – – –
DA
1953
Doliver Advisors
Texas
$486K -$10.5K -20 -2%
KCM
1954
Kanawha Capital Management
Virginia
$486K -$15.7K -30 -3%
HWM
1955
Hemington Wealth Management
Virginia
$483K -$40.9K -78 -8%
RWMG
1956
Redwood Wealth Management Group
New Jersey
$483K +$8.92K +17 +2%
AMCA
1957
Arthur M. Cohen & Associates
Illinois
$483K +$36.7K +70 +8%
SEIA
1958
Signature Estate & Investment Advisors
California
$482K -$20.5K -39 -4%
WHCI
1959
W.H. Cornerstone Investments
Massachusetts
$480K +$31K +59 +7%
EWP
1960
Elevation Wealth Partners
California
$480K -$6.82K -13 -1%
OFG
1961
Oxford Financial Group
Indiana
$478K -$232K -443 -32%
OWM
1962
OneAscent Wealth Management
Alabama
$477K +$491K +935 New
PWMG
1963
Prestige Wealth Management Group
New Jersey
$477K +$11K +21 +2%
YIA
1964
YHB Investment Advisors
Connecticut
$477K +$13.1K +25 +3%
BSC
1965
Brown Shipley & Co
United Kingdom
$476K -$627K -1,196 -56%
RIM
1966
Redwood Investment Management
Arizona
$473K +$486K +927 New
RSA
1967
River Street Advisors
Illinois
$472K -$16.3K -31 -3%
TFA
1968
Triad Financial Advisors
North Carolina
$472K +$27.3K +52 +6%
OTL
1969
Oak Thistle LLC
New York
$472K +$486K +926 New
RCA
1970
Ranch Capital Advisors
Florida
$471K +$42.5K +81 +10%
SB
1971
Strategic Blueprint
Georgia
$470K -$5.77K -11 -1%
LOAMU
1972
Lombard Odier Asset Management (USA)
New York
$469K – – –
GSEP
1973
Golden State Equity Partners
California
$469K -$99.7K -190 -17%
SAMC
1974
Spectrum Asset Management (California)
California
$468K – – –
MPPLM
1975
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$467K +$49.3K +94 +11%
77 78
79
80 81