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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1926
West Branch Capital
Massachusetts
$98K +$96.2K +1,175 New
BFC
1927
Bedel Financial Consulting
Indiana
$97K +$25.9K +316 +37%
WPA
1928
West Paces Advisors
Georgia
$96K +$1.47K +18 +2%
FHC
1929
First Horizon Corporation
Tennessee
$95K +$10.3K +126 +12%
GAM
1930
Gemmer Asset Management
California
$92K – – –
BHWM
1931
Bay Harbor Wealth Management
Maryland
$91K -$82 -1 -0.1%
SN
1932
Sittner & Nelson
Oregon
$91K – – –
ZB
1933
Zions Bancorporation
Utah
$89K -$100K -1,226 -54%
LWP
1934
Lumature Wealth Partners
Georgia
$89K -$5.41K -66 -6%
HWM
1935
HighMark Wealth Management
Minnesota
$87K +$573 +7 +0.7%
WOC
1936
West Oak Capital
California
$86K – – –
MHR
1937
Matthew Hamilton Rosenberg
$86K +$82 +1 +0.1%
WWMSC
1938
Wagner Wealth Management (South Carolina)
South Carolina
$86K +$82 +1 +0.1%
COCM
1939
Charter Oak Capital Management
New Hampshire
$85K +$246 +3 +0.3%
ME
1940
McIlrath & Eck
Washington
$84K -$136K -1,665 -62%
BAM
1941
Bellevue Asset Management
Washington
$84K -$20.6K -251 -20%
CFFP
1942
Center for Financial Planning
Michigan
$84K – – –
FGAM
1943
Financial Gravity Asset Management
Texas
$83K +$9.17K +112 New
PCH
1944
PGIM Custom Harvest
New Jersey
$82K – – –
GCM
1945
Gables Capital Management
Florida
$80K -$7.37K -90 -9%
MAM
1946
McCarthy Asset Management
California
$80K +$11K +134 +16%
CT
1947
Clearstead Trust
Maine
$80K +$78.6K +960 New
AA
1948
Addison Advisors
Vermont
$77K +$75.9K +927 New
TIM
1949
Tortoise Investment Management
New York
$76K – – –
LWANC
1950
Laurel Wealth Advisors (North Carolina)
North Carolina
$72K +$328 +4 +0.5%
76 77
78
79 80