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Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
1926
Point View Wealth Management
New Jersey
$594K +$321K +2,869 +116%
IWS
1927
Insight Wealth Strategies
California
$591K +$62.6K +560 +12%
NCM
1928
Neumann Capital Management
California
$590K – – –
AWM
1929
Aries Wealth Management
Maine
$590K +$335K +2,994 +129%
WIM
1930
Wittenberg Investment Management
Massachusetts
$584K – – –
UBV
1931
United Bank (Virginia)
Virginia
$583K +$193K +1,727 +49%
EIP
1932
Ellis Investment Partners
Pennsylvania
$579K +$112 +1 +0%
DDC
1933
DF Dent & Co
Maryland
$579K +$77.1K +690 +15%
AWA
1934
Acorn Wealth Advisors
Michigan
$578K +$15K +134 +3%
BWA
1935
Burt Wealth Advisors
Maryland
$576K +$65.6K +587 +13%
EWM
1936
Evermay Wealth Management
Virginia
$576K +$331K +2,965 +134%
BWM
1937
Buckley Wealth Management
Nevada
$575K +$40.5K +362 +8%
PCMC
1938
Paragon Capital Management (Colorado)
Colorado
$575K +$579K +5,181 New
PAM
1939
Premier Asset Management
Illinois
$574K -$11.2K -100 -2%
CAM
1940
Cidel Asset Management
Ontario, Canada
$574K +$1.01K +9 +0.2%
AFNAS
1941
American Financial Network Advisory Services
California
$574K +$17K +152 +3%
CPIA
1942
Cornell Pochily Investment Advisors
New York
$572K +$8.72K +78 +2%
RW
1943
RVW Wealth
California
$572K +$576K +5,149 New
BWM
1944
BerganKDV Wealth Management
Minnesota
$571K +$18.6K +166 +3%
MA
1945
MCF Advisors
Kentucky
$569K -$47.8K -428 -8%
LA
1946
LVW Advisors
New York
$569K -$14.1K -126 -2%
HR
1947
Hardy Reed
Mississippi
$569K – – –
WCM
1948
Windsor Capital Management
Arizona
$569K +$16.1K +144 +3%
MFBTD
1949
MB Financial Bank - Trust Department
Illinois
$568K +$12.3K +110 +2%
RWA
1950
RGT Wealth Advisors
Texas
$568K +$13K +116 +2%
76 77
78
79 80