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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1926
West Paces Advisors
Georgia
$458K -$5.81K -57 -1%
NB
1927
NBH Bank
Colorado
$458K +$485K +4,756 New
FFG
1928
Fiduciary Financial Group
California
$458K +$22.2K +218 +5%
AOWM
1929
Alpha Omega Wealth Management
Virginia
$457K – – –
HBCM
1930
Heron Bay Capital Management
Michigan
$457K – – –
TWM
1931
TRB Wealth Management
Texas
$457K +$215K +2,111 +80%
RCM
1932
Raleigh Capital Management
North Carolina
$456K +$236K +2,315 +96%
OL
1933
OneFund LLC
Florida
$455K -$17.6K -173 -4%
SAI
1934
Systematic Alpha Investments
New Jersey
$455K – – –
ONST
1935
Old North State Trust
North Carolina
$455K -$8.05K -79 -2%
MC
1936
Mathes Company
New York
$455K -$7.65K -75 -2%
MAM
1937
McLean Asset Management
Virginia
$455K +$188K +1,842 +64%
IHL
1938
Investment House LLC
California
$454K -$88.7K -870 -16%
CPWA
1939
Cerro Pacific Wealth Advisors
California
$454K -$3.47K -34 -0.7%
CAM
1940
Cozad Asset Management
Illinois
$454K -$45.7K -448 -9%
FUBT
1941
First United Bank & Trust
Maryland
$453K +$26K +255 +6%
CWA
1942
Clarity Wealth Advisors
California
$452K -$37.8K -371 -7%
GDP
1943
Great Diamond Partners
Maine
$451K -$19.1K -187 -4%
AFA
1944
American Financial Advisors
Georgia
$450K -$29.1K -285 -6%
FCT
1945
First Community Trust
Iowa
$450K -$42.7K -419 -8%
SFG
1946
Strive Financial Group
Indiana
$449K -$60.7K -595 -11%
KCFA
1947
Key Client Fiduciary Advisors
New Jersey
$448K -$42.6K -418 -8%
PCM
1948
Polymer Capital Management
New York
$448K -$436K -4,279 -48%
RWPA
1949
Richard W. Paul & Associates
Michigan
$448K +$238K +2,339 +101%
AWG
1950
Altus Wealth Group
Colorado
$447K -$9.38K -92 -2%
76 77
78
79 80