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Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1951
Old Point Trust & Financial Services N A
Virginia
$1.19M +$29.8K +200 +3%
UBG
1952
United Bank (Georgia)
Georgia
$1.19M +$93.6K +629 +8%
RP
1953
Rice Partnership
Hawaii
$1.19M -$1.04K -7 -0.1%
MA
1954
MCF Advisors
Kentucky
$1.19M -$111K -746 -8%
AIMA
1955
Ables Iannone Moore & Associates
Georgia
$1.19M +$42.7K +287 +4%
LAIC
1956
Lederer & Associates Investment Counsel
California
$1.19M – – –
NRG
1957
Nemes Rush Group
Michigan
$1.19M +$64.9K +436 +6%
HWM
1958
HFG Wealth Management
Texas
$1.18M – – –
CWM
1959
Connecticut Wealth Management
Connecticut
$1.18M -$57.2K -384 -5%
PWP
1960
Phillips Wealth Planners
Mississippi
$1.18M +$141K +950 +14%
IP
1961
Investment Partners
Ohio
$1.18M -$19.8K -133 -2%
PI
1962
Parkside Investments
Illinois
$1.18M -$249K -1,676 -17%
AR
1963
Apeiron RIA
Texas
$1.18M +$11.2K +75 +0.9%
TWP
1964
Total Wealth Planning
Ohio
$1.18M +$435K +2,925 +58%
AC
1965
Addison Capital
Pennsylvania
$1.18M -$2.98K -20 -0.2%
AWM
1966
Angeles Wealth Management
California
$1.17M +$63.9K +429 +6%
SJIM
1967
St. Johns Investment Management
Florida
$1.17M -$17.7K -119 -1%
RPCONE
1968
Retirement Planning Company of New England
Rhode Island
$1.17M +$43.8K +294 +4%
CICI
1969
Capital Investment Counsel Inc
North Carolina
$1.17M +$47.9K +322 +4%
DA
1970
Doliver Advisors
Texas
$1.17M +$298 +2 +0%
EGA
1971
E&G Advisors
Texas
$1.16M – – –
TA
1972
TrueWealth Advisors
Alabama
$1.16M -$568K -3,818 -33%
WMA
1973
Wealth Management Associates
New Jersey
$1.16M +$42.6K +286 +4%
1IA
1974
1620 Investment Advisors
Massachusetts
$1.16M -$95K -638 -7%
PWPS
1975
Pinnacle Wealth Planning Services
Ohio
$1.16M -$406K -2,727 -26%
77 78
79
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