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Name Holding Trade Value Shares
Change 		Change in
Stake
VERPA
1951
Virginia Estate & Retirement Planning Advisors
Virginia
$19.3K – – –
DFA
1952
DHJJ Financial Advisors
Illinois
$18.1K – – –
WTA
1953
Washington Trust Advisors
Massachusetts
$17.6K +$1.16K +13 +8%
BFPW
1954
BOK Financial Private Wealth
Colorado
$17.4K +$15K +168 New
MCA
1955
Maryland Capital Advisors
Maryland
$16.3K +$14.1K +158 New
DPW
1956
DiNuzzo Private Wealth
Pennsylvania
$16.2K – – –
LWM
1957
Lodestone Wealth Management
Washington
$16.1K – – –
CTWM
1958
Cherry Tree Wealth Management
Minnesota
$15.7K -$4.46K -50 -25%
BH
1959
Burk Holdings
Oklahoma
$15.5K – – –
GCM
1960
Gunpowder Capital Management
Maryland
$15.5K – – –
MCI
1961
MRP Capital Investments
Georgia
$15.5K +$13.4K +150 New
RFS
1962
Richardson Financial Services
Massachusetts
$14.5K -$1.78K -20 -13%
LFASL
1963
Lugano Financial Advisors SA (LFA)
Switzerland
$14.5K – – –
EWM
1964
Evermay Wealth Management
Virginia
$14.1K +$12.1K +136 New
CCM
1965
Chilton Capital Management
Texas
$14K -$2.77K -31 -19%
HIA
1966
HFM Investment Advisors
New Jersey
$13.3K +$1.96K +22 +21%
AAG
1967
Accordant Advisory Group
Maryland
$12.9K – – –
MWA
1968
Miller Wealth Advisors
Colorado
$12.9K – – –
FMB
1969
Field & Main Bank
Kentucky
$12.9K +$11.2K +125 New
EIP
1970
Essential Investment Partners
Colorado
$12.4K – – –
BWM
1971
Bernard Wealth Management
Michigan
$12.1K – – –
GTAM
1972
Global Trust Asset Management
Florida
$12.1K -$24.1K -270 -70%
CF
1973
Collier Financial
Colorado
$11.2K – – –
DWS
1974
Dynamic Wealth Strategies
California
$11.1K – – –
IWM
1975
IMG Wealth Management
Florida
$11.1K +$3.04K +34 +47%
77 78
79
80 81