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Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1926
DF Dent & Co
Maryland
$645K -$12.8K -109 -2%
DMC
1927
Drexel Morgan & Co
Pennsylvania
$645K +$58.9K +500 +10%
PWP
1928
Principle Wealth Partners
Connecticut
$644K -$17.7K -150 -3%
IP
1929
Investment Partners
Ohio
$643K +$707 +6 +0.1%
BWCS
1930
Beirne Wealth Consulting Services
Connecticut
$642K -$88.9K -755 -12%
ACA
1931
Atlas Capital Advisors
Wyoming
$639K -$171K -1,449 -21%
JFA
1932
JNBA Financial Advisors
Minnesota
$636K -$6.13K -52 -1%
EOCM
1933
Energy Opportunities Capital Management
Texas
$636K – – –
PI
1934
Parkside Investments
Illinois
$635K +$621K +5,275 New
FIA
1935
Foundations Investment Advisors
Arizona
$634K +$93.5K +794 +18%
SBA
1936
Secrest Blakey & Associates
North Carolina
$632K -$33.6K -285 -5%
CAM
1937
Covenant Asset Management
New Jersey
$630K – – –
TNA
1938
True North Advisors
Texas
$629K +$616K +5,226 New
WMA
1939
Wealth Management Associates
New Jersey
$627K – – –
MAM
1940
Marotta Asset Management
Virginia
$625K +$692K +5,879 New
BDWM
1941
Brewin Dolphin Wealth Management
Ireland
$624K – – –
BB
1942
Bell Bank
North Dakota
$620K – – –
OPA
1943
Old Port Advisors
Maine
$620K +$41.7K +354 +7%
AWM
1944
Atticus Wealth Management
Florida
$620K +$606K +5,141 New
SMM
1945
Stadion Money Management
Georgia
$619K -$132K -1,118 -18%
BT
1946
Brandywine Trust
Delaware
$618K – – –
PWM
1947
PBMares Wealth Management
Virginia
$618K +$604K +5,127 New
ACP
1948
Aveo Capital Partners
Colorado
$617K +$6.71K +57 +1%
LBD
1949
Landsberg Bennett & Dubbaneh
Florida
$617K +$6.83K +58 +1%
HBWM
1950
Hollow Brook Wealth Management
New York
$615K – – –
76 77
78
79 80