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Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
1926
Jackson Hole Capital Partners
Oklahoma
$227K +$227K +5,993 New
UCMOK
1927
United Capital Management of KS
Kansas
$227K – – –
AIA
1928
Armor Investment Advisors
North Carolina
$227K +$3.55K +94 +2%
BWP
1929
BSW Wealth Partners
Colorado
$227K +$3.97K +105 +2%
JCM
1930
Jacobsen Capital Management
Utah
$226K +$225K +5,962 New
HPM
1931
Hoxton Planning & Management
West Virginia
$225K -$2.69K -71 -1%
LAM
1932
Lifestyle Asset Management
Texas
$224K +$224K +5,911 New
SPA
1933
Sherbrooke Park Advisers
New York
$224K +$223K +5,900 New
SHFA
1934
SC&H Financial Advisors
Maryland
$224K +$223K +5,896 New
MSAM
1935
Moloney Securities Asset Management
Missouri
$223K -$25.8K -682 -10%
RTC
1936
Riverview Trust Company
Washington
$223K – – –
TWM
1937
Trevian Wealth Management
Massachusetts
$222K +$832 +22 +0.4%
FFA
1938
Farther Finance Advisors
California
$221K +$30.7K +812 +16%
MMHP
1939
Murphy Middleton Hinkle & Parker
Georgia
$219K – – –
TAM
1940
Tucker Asset Management
Colorado
$218K +$20.6K +545 +10%
SAM
1941
Strategy Asset Managers
California
$218K +$218K +5,754 New
DB
1942
Dravo Bay
Delaware
$218K -$71.7K -1,897 -25%
CCA
1943
Childress Capital Advisors
Texas
$217K -$310K -8,187 -59%
HL
1944
HeadInvest LLC
Maine
$217K -$16.8K -444 -7%
QFA
1945
Quantum Financial Advisors
California
$216K +$216K +5,700 New
DTC
1946
Davidson Trust Company
Washington
$216K +$215K +5,688 New
IP
1947
Ignite Planners
California
$215K +$20.4K +540 +11%
BFC
1948
Bedel Financial Consulting
Indiana
$214K -$8.39K -222 -4%
FAFN
1949
First Affirmative Financial Network
Colorado
$214K +$214K +5,650 New
PIMG
1950
Patriot Investment Management Group
Tennessee
$214K -$8.54K -226 -4%
76 77
78
79 80