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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1901
Westhampton Capital
North Carolina
$658K +$170K +750 +33%
B
1902
Bridgeworth
Alabama
$656K -$81.5K -360 -11%
ABTD
1903
Arvest Bank Trust Division
Oklahoma
$652K +$25.6K +113 +4%
TFO
1904
Tarbox Family Office
California
$652K +$508K +2,242 +301%
TCPWM
1905
Traverso Chambers Private Wealth Management
California
$648K – – –
HWM
1906
Holloway Wealth Management
Florida
$647K – – –
HCM
1907
Horan Capital Management
Maryland
$647K +$73.6K +325 +12%
HA
1908
Hamel Associates
New Jersey
$645K -$41.9K -185 -6%
CWS
1909
Cypress Wealth Services
California
$643K +$1.36K +6 +0.2%
AF
1910
Aldebaran Financial
$642K -$636K -2,808 -49%
LC
1911
LCNB Corp
Ohio
$642K +$14.5K +64 +2%
PHAM
1912
Palisades Hudson Asset Management
Florida
$641K – – –
WCA
1913
Windsor Creek Advisors
Vermont
$641K +$665K +2,937 New
HR
1914
Hayden Royal
North Carolina
$641K -$728K -3,213 -55%
RPG
1915
Resource Planning Group
Georgia
$638K -$63K -278 -9%
BOS
1916
Bingham Osborn & Scarborough
California
$638K +$5.66K +25 +0.9%
BG
1917
Berry Group
Massachusetts
$637K +$660K +2,915 New
FCA
1918
FLC Capital Advisors
California
$633K -$42.8K -189 -6%
CMI
1919
Clare Market Investments
Texas
$625K +$19.3K +85 +3%
MWM
1920
MorganRosel Wealth Management
Colorado
$625K +$40.8K +180 +7%
CSM
1921
CAMG Solamere Management
North Carolina
$621K -$200K -884 -24%
PA
1922
Probity Advisors
Texas
$621K -$38.5K -170 -6%
WIA
1923
World Investment Advisors
California
$620K -$231K -1,022 -26%
ZF
1924
Zhang Financial
Michigan
$620K +$135K +598 +27%
LF
1925
LifeSteps Financial
California
$620K +$643K +2,840 New
75 76
77
78 79