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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1951
Argus Investors Counsel
New York
$863K -$143K -2,500 -15%
ATIA
1952
American Trust Investment Advisors
New Hampshire
$863K +$160K +2,795 +24%
BV
1953
Boxwood Ventures
Illinois
$861K – – –
JWS
1954
Juncture Wealth Strategies
Arizona
$861K +$22.6K +396 +3%
FHC
1955
Forest Hill Capital
Arkansas
$860K – – –
BC
1956
Bridgefront Capital
Texas
$856K +$826K +14,455 New
SLT
1957
St Louis Trust
Missouri
$852K – – –
V
1958
ViaWealth
Kansas
$850K -$92.7K -1,623 -10%
CAM
1959
Campion Asset Management
Virginia
$849K -$18.8K -330 -2%
AWM
1960
Aberdeen Wealth Management
Illinois
$849K -$8K -140 -1%
PP
1961
Patron Partners
Texas
$847K +$20.8K +364 +3%
ACM
1962
Allred Capital Management
Texas
$847K +$1.08K +19 +0.1%
AAM
1963
Aureus Asset Management
Massachusetts
$846K +$188K +3,300 +30%
CAGAS
1964
Capital Advisory Group Advisory Services
Minnesota
$844K +$29.2K +511 +4%
FAG
1965
Fortitude Advisory Group
Washington
$844K -$57.6K -1,009 -7%
CWA
1966
Clarity Wealth Advisors
California
$843K – – –
AFW
1967
Avantra Family Wealth
Pennsylvania
$843K +$813K +14,233 New
UAML
1968
US Asset Management LLC
Pennsylvania
$842K -$28.6K -500 -3%
I2I
1969
Insight 2811 Inc
Illinois
$841K -$35.8K -626 -4%
RCS
1970
Retirement Capital Strategies
California
$841K – – –
WEG
1971
World Equity Group
Illinois
$840K -$43.7K -766 -5%
GSEP
1972
Golden State Equity Partners
California
$838K -$31.8K -556 -4%
GAA
1973
Green Alpha Advisors
Colorado
$837K -$69.6K -1,218 -8%
AT
1974
Arlington Trust
Alabama
$837K +$60.7K +1,062 +8%
CWM
1975
Connecticut Wealth Management
Connecticut
$834K +$39.5K +692 +5%
77 78
79
80 81