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Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
1901
Summit Wealth Group
Vermont
$257K – – –
VC
1902
Veracity Capital
Georgia
$257K -$6.96K -39 -2%
GJWM
1903
Gilliland Jeter Wealth Management
Arkansas
$257K +$357 +2 +0.1%
AS
1904
Aware Super
Australia
$257K +$274K +1,538 New
HTHT
1905
Hemenway Trust Hemenway Trust
New Hampshire
$257K – – –
CWMS
1906
Cannon Wealth Management Services
North Carolina
$256K +$28.2K +158 +14%
VNA
1907
Valley National Advisers
Pennsylvania
$256K -$24.1K -135 -8%
SAA
1908
Southeast Asset Advisors
Georgia
$255K +$51.7K +290 +23%
FBT
1909
First Bank & Trust
South Dakota
$254K +$15.3K +86 +6%
FWA
1910
Flagship Wealth Advisors
Massachusetts
$254K +$272K +1,524 New
BWAM
1911
Boyd Watterson Asset Management
Ohio
$254K -$346K -1,939 -56%
SCA
1912
Stonebridge Capital Advisors
Minnesota
$254K -$9.1K -51 -3%
UWP
1913
Uniting Wealth Partners
Kansas
$254K +$271K +1,521 New
TFF
1914
The Family Firm
Maryland
$253K -$1.07K -6 -0.4%
CWM
1915
Chemistry Wealth Management
New York
$252K – – –
EWM
1916
Evermay Wealth Management
Virginia
$252K -$39.8K -223 -13%
GSWM
1917
Golden State Wealth Management
California
$251K +$269K +1,507 New
GDP
1918
Great Diamond Partners
Maine
$250K – – –
NGA
1919
Naples Global Advisors
Florida
$250K -$535 -3 -0.2%
KLWA
1920
Kelly Lawrence W & Associates
California
$249K -$22.3K -125 -8%
AIM
1921
Aigen Investment Management
New York
$249K -$168K -944 -39%
NI
1922
Natural Investments
California
$249K +$267K +1,494 New
AA
1923
Alpha Advisors
Virginia
$249K +$266K +1,490 New
LWM
1924
Lyell Wealth Management
California
$248K – – –
ODIJL
1925
One Day In July LLC
Vermont
$247K -$26.8K -150 -9%
75 76
77
78 79