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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1951
Landscape Capital Management
New Jersey
$567K +$570K +5,104 New
VA
1952
Valmark Advisers
Ohio
$566K +$2.23K +20 +0.4%
POIA
1953
Pin Oak Investment Advisors
Texas
$566K +$402K +3,595 +239%
B
1954
Bridgeworth
Alabama
$565K -$18.7K -167 -3%
CPC
1955
Cookson Peirce & Co
Pennsylvania
$565K +$50.4K +451 +10%
OWA
1956
One Wealth Advisors
California
$564K -$9.72K -87 -2%
TCM
1957
Tradewinds Capital Management
Washington
$553K +$7.15K +64 +1%
GSWM
1958
Golden State Wealth Management
California
$553K +$556K +4,978 New
FWM
1959
Foresight Wealth Management
Utah
$551K -$21.9K -196 -4%
SIAP
1960
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$547K +$1.01K +9 +0.2%
TIA
1961
Tiemann Investment Advisors
California
$547K +$22.6K +202 +4%
CYG
1962
Clean Yield Group
Vermont
$547K +$27.9K +250 +5%
CP
1963
Camelot Portfolios
Ohio
$546K +$25.7K +230 +5%
NFG
1964
Nations Financial Group
Iowa
$546K +$53.4K +478 +11%
AMCA
1965
Arthur M. Cohen & Associates
Illinois
$545K – – –
PL
1966
Plancorp LLC
Missouri
$544K -$246K -2,197 -31%
MC
1967
Miramar Capital
Illinois
$542K -$11.2K -100 -2%
HCM
1968
Horan Capital Management
Maryland
$541K +$11.2K +100 +2%
WWM
1969
Windsor Wealth Management
Indiana
$540K +$214K +1,918 +65%
RIS
1970
Retirement Income Solutions
Michigan
$538K – – –
HPWM
1971
Highland Private Wealth Management
Washington
$538K +$87.4K +782 +19%
PCFFS
1972
Pacific Center for Financial Services
California
$537K +$32.1K +287 +6%
WOC
1973
West Oak Capital
California
$536K -$34.6K -310 -6%
LW
1974
Linscomb Wealth
Texas
$535K +$10.3K +92 +2%
AAC
1975
Acorn Advisory Capital
New York
$533K – – –
77 78
79
80 81