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Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1926
Wimmer Associates 1
California
$259K – – –
AIM
1927
Advyzon Investment Management
Illinois
$259K +$277K +2,610 New
DAC
1928
Dividend Assets Capital
South Carolina
$259K +$637 +6 +0.2%
MCAI
1929
Members Capital Advisors Inc
Wisconsin
$258K – – –
IFU
1930
iSAM Funds (UK)
United Kingdom
$258K -$25.1K -236 -8%
SWM
1931
Silverlake Wealth Management
Vermont
$258K +$22.3K +210 +9%
GWM
1932
Greenwich Wealth Management
Connecticut
$258K +$48.5K +457 +21%
SMA
1933
Seven Mile Advisory
New Jersey
$257K +$275K +2,588 New
LIA
1934
Lynx Investment Advisory
District of Columbia
$256K -$15.7K -148 -5%
WFA
1935
Wellspring Financial Advisors
Ohio
$256K +$274K +2,578 New
AIA
1936
Angeles Investment Advisors
California
$256K -$6.58K -62 -2%
WJA
1937
Willis Johnson & Associates
Texas
$256K +$24.4K +230 +10%
LBC
1938
Leigh Baldwin & Co
New York
$255K +$274K +2,576 New
AWAP
1939
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$254K +$5.84K +55 +2%
WCM
1940
Wedge Capital Management
North Carolina
$254K +$41.7K +393 +18%
LFS
1941
Legacy Financial Strategies
Kansas
$253K +$27.5K +259 +11%
CCG
1942
Ceeto Capital Group
Florida
$253K +$271K +2,550 New
IWM
1943
Integris Wealth Management
California
$253K +$24.6K +232 +10%
CRIG
1944
Charter Research & Investment Group
Connecticut
$252K – – –
VW
1945
Vance Wealth
California
$252K -$19.1K -180 -7%
OAS
1946
Optivise Advisory Services
Tennessee
$252K -$67.2K -633 -20%
FPGT
1947
Financial Partners Group (Tennessee)
Tennessee
$252K -$175K -1,650 -39%
KWM
1948
Kolinsky Wealth Management
New Jersey
$250K +$106 +1 +0%
AAS
1949
AdviceOne Advisory Services
Connecticut
$250K +$267K +2,516 New
SIA
1950
Strategic Investment Advisors
Michigan
$250K +$267K +2,516 New
76 77
78
79 80