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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1951
CoreCap Advisors
Michigan
$525K +$60.5K +240 +12%
IA
1952
IFG Advisors
Missouri
$525K -$252 -1 -0%
CPC
1953
Cookson Peirce & Co
Pennsylvania
$525K +$331K +1,314 +146%
MAM
1954
Meeder Asset Management
Ohio
$523K +$48.7K +193 +10%
LIM
1955
Leavell Investment Management
Alabama
$522K -$21.7K -86 -4%
AWM
1956
Accurate Wealth Management
Florida
$522K -$851K -3,373 -61%
LSA
1957
Lion Street Advisors
Texas
$520K +$174K +690 +66%
ST
1958
Somerset Trust
Pennsylvania
$520K +$255K +1,010 +85%
PWPS
1959
Pinnacle Wealth Planning Services
Ohio
$519K -$273K -1,084 -33%
SWP
1960
Semus Wealth Partners
Florida
$517K +$74.7K +296 +16%
PWS
1961
Peterson Wealth Services
Utah
$516K +$333K +1,321 +62%
CRI
1962
Colonial River Investments
Virginia
$516K -$83.2K -330 -13%
WBCM
1963
Wilson & Boucher Capital Management
California
$515K – – –
BW
1964
BXM Wealth
Colorado
$515K – – –
SAA
1965
Southeast Asset Advisors
Georgia
$514K +$547K +2,168 New
NI
1966
Natural Investments
California
$513K -$3.03K -12 -0.6%
PWMAG
1967
Pinnacle Wealth Management Advisory Group
New Jersey
$512K -$71.6K -284 -12%
IWA
1968
IVC Wealth Advisors
Pennsylvania
$510K +$25.2K +100 +5%
HAM
1969
Harmony Asset Management
Arizona
$509K – – –
PA
1970
Perennial Advisors
New York
$507K +$29.8K +118 +6%
WA
1971
Win Advisors
Florida
$507K +$540K +2,140 New
CT
1972
Colonial Trust
South Carolina
$507K +$273K +1,083 +103%
FWA
1973
FSM Wealth Advisors
Ohio
$506K +$190K +752 +54%
OFS
1974
OneAscent Financial Services
Alabama
$504K -$269K -1,066 -33%
APM
1975
a16z Perennial Management
California
$504K +$536K +2,125 New
77 78
79
80 81