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Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
1951
Pacific Sun Financial
California
$621K -$49.3K -458 -7%
TWA
1952
TCI Wealth Advisors
Arizona
$620K +$77.2K +717 +13%
FCP
1953
Fidelis Capital Partners
Florida
$620K -$379K -3,518 -33%
IIM
1954
Ipswich Investment Management
Massachusetts
$620K -$538 -5 -0.1%
CFO
1955
Callan Family Office
Pennsylvania
$619K +$250K +2,319 +59%
LC
1956
Landaas & Company
Wisconsin
$619K – – –
PCA
1957
Peddock Capital Advisors
Massachusetts
$619K – – –
AIM
1958
Access Investment Management
Georgia
$617K – – –
LP
1959
LGL Partners
Pennsylvania
$616K -$15.5K -144 -2%
CHAM
1960
Clear Harbor Asset Management
Connecticut
$616K -$233K -2,165 -26%
LWA
1961
Lineweaver Wealth Advisors
Ohio
$615K -$14.3K -133 -2%
PL
1962
Plancorp LLC
Missouri
$615K +$27.9K +259 +4%
WA
1963
WealthTrust Axiom
Pennsylvania
$615K -$30.2K -281 -4%
FBB
1964
Fulton Breakefield Broenniman
Maryland
$614K +$21.9K +203 +3%
PFS
1965
Prospect Financial Services
New York
$613K +$31.2K +290 +5%
D
1966
Diversified
Delaware
$613K -$51.2K -476 -7%
MGWM
1967
Marks Group Wealth Management
Minnesota
$612K -$16.1K -150 -2%
CBT
1968
Central Bank & Trust
Kentucky
$612K -$6.24K -58 -0.9%
VNA
1969
Valley National Advisers
Pennsylvania
$608K -$2.37K -22 -0.4%
VWM
1970
Venturi Wealth Management
Texas
$607K -$86.2K -801 -12%
WIM
1971
Westside Investment Management
California
$607K -$71K -660 -10%
SAI
1972
Savvy Advisors Inc
New York
$606K +$238K +2,213 +57%
LNB
1973
Ledyard National Bank
$602K -$51K -474 -7%
GBT
1974
Grove Bank & Trust
Florida
$600K -$5.71K -53 -0.9%
KTA
1975
Keeley-Teton Advisors
Illinois
$600K – – –
77 78
79
80 81