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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1951
RGT Wealth Advisors
Texas
$568K +$13K +116 +2%
LCM
1952
Landscape Capital Management
New Jersey
$567K +$570K +5,104 New
VA
1953
Valmark Advisers
Ohio
$566K +$2.23K +20 +0.4%
POIA
1954
Pin Oak Investment Advisors
Texas
$566K +$402K +3,595 +239%
B
1955
Bridgeworth
Alabama
$565K -$18.7K -167 -3%
CPC
1956
Cookson Peirce & Co
Pennsylvania
$565K +$50.4K +451 +10%
OWA
1957
One Wealth Advisors
California
$564K -$9.72K -87 -2%
TCM
1958
Tradewinds Capital Management
Washington
$553K +$7.15K +64 +1%
GSWM
1959
Golden State Wealth Management
California
$553K +$556K +4,978 New
FWM
1960
Foresight Wealth Management
Utah
$551K -$21.9K -196 -4%
SIAP
1961
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$547K +$1.01K +9 +0.2%
TIA
1962
Tiemann Investment Advisors
California
$547K +$22.6K +202 +4%
CYG
1963
Clean Yield Group
Vermont
$547K +$27.9K +250 +5%
CP
1964
Camelot Portfolios
Ohio
$546K +$25.7K +230 +5%
NFG
1965
Nations Financial Group
Iowa
$546K +$53.4K +478 +11%
AMCA
1966
Arthur M. Cohen & Associates
Illinois
$545K – – –
PL
1967
Plancorp LLC
Missouri
$544K -$246K -2,197 -31%
MC
1968
Miramar Capital
Illinois
$542K -$11.2K -100 -2%
HCM
1969
Horan Capital Management
Maryland
$541K +$11.2K +100 +2%
WWM
1970
Windsor Wealth Management
Indiana
$540K +$214K +1,918 +65%
RIS
1971
Retirement Income Solutions
Michigan
$538K – – –
HPWM
1972
Highland Private Wealth Management
Washington
$538K +$87.4K +782 +19%
PCFFS
1973
Pacific Center for Financial Services
California
$537K +$32.1K +287 +6%
WOC
1974
West Oak Capital
California
$536K -$34.6K -310 -6%
LW
1975
Linscomb Wealth
Texas
$535K +$10.3K +92 +2%
77 78
79
80 81