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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
1951
Trivant Custom Portfolio Group
California
$128K – – –
CCMW
1952
Cypress Capital Management (Wyoming)
Wyoming
$124K – – –
PWMG
1953
Private Wealth Management Group
New Jersey
$124K -$10.5K -51 -7%
EC
1954
EntryPoint Capital
New York
$123K +$85.3K +415 +186%
CCM
1955
Chilton Capital Management
Texas
$122K – – –
PA
1956
Pineridge Advisors
Missouri
$122K -$166K -806 -56%
CIA
1957
Cape Investment Advisory
Georgia
$119K -$25.3K -123 -17%
FWM
1958
FSA Wealth Management
Massachusetts
$118K – – –
GEA
1959
Glen Eagle Advisors
New Jersey
$117K -$804K -3,911 -87%
JFGIW
1960
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K -$72.7K -354 -37%
CAM
1961
Close Asset Management
United Kingdom
$116K -$39.9K -194 -24%
HNB
1962
Hilltop National Bank
Wyoming
$116K +$123K +601 New
SAG
1963
Spotlight Asset Group
Illinois
$116K +$123K +600 New
BWM
1964
BKM Wealth Management
Wisconsin
$114K +$4.11K +20 +4%
RMC
1965
Resources Management Corp
Connecticut
$114K -$38K -185 -24%
CBT
1966
CoreFirst Bank & Trust
Kansas
$112K – – –
BWP
1967
Baldwin Wealth Partners
Massachusetts
$112K – – –
PCWA
1968
Pacific Capital Wealth Advisors
California
$112K +$3.9K +19 +3%
MLA
1969
MB, Levis & Associates
Pennsylvania
$111K – – –
SGC
1970
Slocum, Gordon & Co
Rhode Island
$110K – – –
CCA
1971
Criterion Capital Advisors
Tennessee
$108K – – –
TCA
1972
Trifecta Capital Advisors
Illinois
$106K – – –
SWM
1973
Sugarloaf Wealth Management
Georgia
$104K – – –
EBA
1974
Eagle Bay Advisors
New York
$103K -$23.8K -116 -18%
LCM
1975
Logan Capital Management
Pennsylvania
$102K – – –
77 78
79
80 81