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