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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1926
Amplius Wealth Advisors
Pennsylvania
$694K -$49.1K -473 -8%
VNA
1927
Valley National Advisers
Pennsylvania
$693K +$53.9K +519 +10%
FP
1928
Financial Perspectives
Minnesota
$692K – – –
GSIS
1929
Global Strategic Investment Solutions
Arizona
$692K -$4.16K -40 -0.7%
RI
1930
Ridgewood Investments
New Jersey
$691K -$736K -7,081 -56%
LCG
1931
Lakeshore Capital Group
Illinois
$691K +$1.04K +10 +0.2%
JPLA
1932
Joseph P. Lucia & Associates
New York
$690K -$51.7K -498 -8%
NCM
1933
Neumann Capital Management
California
$690K – – –
MWA
1934
Meridian Wealth Advisors
Texas
$690K +$578K +5,562 New
GDP
1935
Great Diamond Partners
Maine
$690K +$8.1K +78 +1%
SWIM
1936
Smallwood Wealth Investment Management
New Jersey
$688K +$29.7K +286 +5%
PCA
1937
Pallas Capital Advisors
Massachusetts
$688K -$3.43M -33,031 -86%
FBC
1938
Fairfield, Bush & Co
Connecticut
$683K -$10.4K -100 -2%
FBB
1939
Fulton Breakefield Broenniman
Maryland
$683K -$25.9K -249 -4%
PWAM
1940
Private Wealth Asset Management
Iowa
$683K -$40.6K -391 -7%
HWA
1941
HHM Wealth Advisors
Tennessee
$682K -$4.47K -43 -0.8%
HIC
1942
Holderness Investments Company
North Carolina
$681K +$56.4K +543 +11%
SCP
1943
Sivia Capital Partners
California
$678K +$137K +1,322 +32%
PWM
1944
Pines Wealth Management
North Carolina
$678K -$67K -645 -11%
NCTC
1945
New Covenant Trust Company
Indiana
$677K -$5.51K -53 -0.9%
HCM
1946
Hollencrest Capital Management
California
$677K -$8.42K -81 -1%
SIM
1947
Sentry Investment Management
Wisconsin
$677K – – –
KSWWM
1948
Keyes Stange & Wooten Wealth Management
Florida
$677K – – –
RWM
1949
RKL Wealth Management
Pennsylvania
$676K +$118K +1,133 +26%
SIAP
1950
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$676K -$43.7K -421 -7%
76 77
78
79 80