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Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1926
Old Point Trust & Financial Services N A
Virginia
$326K – – –
WAM
1927
Wakefield Asset Management
Colorado
$326K +$1.45K +15 +0.4%
TC
1928
Truvestments Capital
Florida
$325K -$321K -3,329 -49%
FWM
1929
Finer Wealth Management
Massachusetts
$324K -$7.82K -81 -2%
MA
1930
MCF Advisors
Kentucky
$322K -$2.22K -23 -0.7%
SFG
1931
Sovereign Financial Group
Connecticut
$321K +$40.2K +417 +14%
CCFM
1932
Clear Creek Financial Management
Washington
$320K -$35.1K -364 -10%
BBWP
1933
Beacon Bridge Wealth Partners
Pennsylvania
$320K +$331K +3,435 New
JWM
1934
JGP Wealth Management
Oregon
$320K -$37K -383 -10%
MWPCG
1935
Measured Wealth Private Client Group
New Hampshire
$320K -$265K -2,749 -44%
PWMG
1936
Prestige Wealth Management Group
New Jersey
$319K -$308K -3,193 -48%
PTP
1937
Platform Technology Partners
New York
$319K -$4.63K -48 -1%
AMM
1938
American Money Management
California
$319K +$289 +3 +0.1%
WIC
1939
Woodmont Investment Counsel
Tennessee
$318K +$9.65K +100 +3%
SWMP
1940
Signature Wealth Management Partners
New Jersey
$318K – – –
CG
1941
Corundum Group
Colorado
$318K – – –
RCA
1942
Riverview Capital Advisers
Massachusetts
$318K +$1.74K +18 +0.5%
AA
1943
Alta Advisers
United Kingdom
$317K – – –
IIM
1944
Ipswich Investment Management
Massachusetts
$316K -$3.47K -36 -1%
WP
1945
Westmount Partners
California
$316K +$327K +3,386 New
KA
1946
Klingman & Associates
New York
$314K +$32.2K +334 +11%
AC
1947
Apella Capital
Connecticut
$314K +$16K +166 +5%
DWM
1948
Defined Wealth Management
Oregon
$314K -$107K -1,110 -25%
CPIA
1949
Cornell Pochily Investment Advisors
New York
$313K +$103K +1,072 +47%
RC
1950
Roundview Capital
New Jersey
$313K -$17.8K -184 -5%
76 77
78
79 80