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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1926
Manchester Capital Management
Vermont
$1.69M +$58.3K +313 +3%
CAS
1927
Coppell Advisory Solutions
Texas
$1.69M +$671K +3,603 New
AOWM
1928
Asset One Wealth Management
Washington
$1.68M +$78.4K +421 +5%
HSWM
1929
Hubbell Strickland Wealth Management
Louisiana
$1.68M +$10.2K +55 +0.5%
SFA
1930
Souders Financial Advisors
Ohio
$1.68M +$107K +575 +6%
WPA
1931
West Paces Advisors
Georgia
$1.68M +$133K +716 +8%
KCM
1932
Kathmere Capital Management
Pennsylvania
$1.68M +$222K +1,192 +13%
HA
1933
Harfst & Associates
Wyoming
$1.67M -$19.7K -106 -1%
OBWG
1934
Onyx Bridge Wealth Group
New York
$1.67M -$235K -1,262 -11%
LNB
1935
Ledyard National Bank
$1.67M -$32.4K -174 -2%
MRP
1936
Measured Risk Portfolios
California
$1.67M +$167K +896 +10%
MWM
1937
Maridea Wealth Management
New York
$1.67M +$1.26M +6,748 +204%
BPCE
1938
Bank Pictet & Cie (Europe)
Germany
$1.67M -$23.8K -128 -1%
API
1939
Asset Planning Inc
California
$1.66M +$44.5K +239 +2%
FCM
1940
Fieldview Capital Management
Michigan
$1.66M +$1.5M +8,067 +413%
LIM
1941
Letson Investment Management
Georgia
$1.66M -$8.38K -45 -0.4%
TF
1942
TLWM Financial
Texas
$1.66M -$32.4K -174 -2%
BOC
1943
Barbara Oil Co
Illinois
$1.66M – – –
JC
1944
JBF Capital
Colorado
$1.66M +$1.86M +10,000 New
AA
1945
Apriem Advisors
California
$1.66M -$542K -2,914 -23%
MIM
1946
Marco Investment Management
Georgia
$1.66M – – –
WCBA
1947
Weaver C. Barksdale & Associates
Tennessee
$1.66M -$2.05K -11 -0.1%
MEAC
1948
M.E. Allison & Co
Texas
$1.65M +$558 +3 +0%
RFG
1949
RFP Financial Group
Georgia
$1.65M +$85.2K +458 +5%
HAC
1950
Harbor Advisory Corp
New Hampshire
$1.65M -$113K -605 -6%
76 77
78
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