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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1951
Sunburst Financial Group
Alabama
$564K +$547K +11,765 New
BCWM
1952
Blue Chip Wealth Management
Florida
$563K +$1.63K +35 +0.3%
VCP
1953
Verus Capital Partners
Arizona
$563K +$545K +11,730 New
RC
1954
Roundview Capital
New Jersey
$561K -$288K -6,195 -35%
SL
1955
Stevard LLC
Illinois
$561K +$543K +11,693 New
BWM
1956
Baystate Wealth Management
Massachusetts
$559K +$100K +2,153 +23%
ACWM
1957
Adams Chetwood Wealth Management
North Carolina
$558K +$541K +11,638 New
RHBC
1958
R.H. Bluestein & Co
Michigan
$557K -$28.3M -609,501 -98%
AMM
1959
American Money Management
California
$554K – – –
WP
1960
WealthPLAN Partners
Nebraska
$553K -$157K -3,369 -23%
ANTB
1961
AMG National Trust Bank
Colorado
$552K +$6.97K +150 +1%
ML
1962
McAdam LLC
Pennsylvania
$551K -$5.3K -114 -1%
LFA
1963
Landmark Financial Advisors
Kentucky
$551K +$5.86K +126 +1%
FANJ
1964
Financial Architects (New Jersey)
New Jersey
$549K -$2.37K -51 -0.4%
BCAM
1965
Boston Common Asset Management
Massachusetts
$548K -$70.2K -1,510 -12%
CFM
1966
Comprehensive Financial Management
California
$547K +$530K +11,409 New
SC
1967
SRB Corp
Massachusetts
$546K +$91.1K +1,961 +21%
JSL
1968
JT Stratford LLC
Georgia
$545K -$10.5K -226 -2%
PIA
1969
Powell Investment Advisors
Florida
$545K +$528K +11,361 New
WG
1970
Watchman Group
Texas
$544K +$527K +11,341 New
MWM
1971
Meridian Wealth Management
Kentucky
$543K +$31.5K +677 +6%
HWMG
1972
Hurlow Wealth Management Group
Indiana
$542K -$46.1K -992 -8%
SWA
1973
Stratos Wealth Advisors
Ohio
$540K -$489K -10,527 -48%
GFP
1974
Gryphon Financial Partners
Ohio
$538K -$31.7K -683 -6%
FA
1975
Fortis Advisors
Pennsylvania
$538K – – –
77 78
79
80 81