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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1926
WT Wealth Management
Arizona
$480K +$453K +2,071 New
FIB
1927
First Interstate Bank
Montana
$479K -$20.3K -93 -4%
IA
1928
Independence Advisors
Pennsylvania
$478K -$21.6K -99 -5%
HHGA
1929
Halbert Hargrove Global Advisors
California
$478K +$22.3K +102 +5%
AAM
1930
Azzad Asset Management
Virginia
$478K +$156K +715 +56%
ANB
1931
Amarillo National Bank
Texas
$477K +$157K +719 +54%
FA
1932
Financial Advisors
Massachusetts
$476K -$75K -343 -14%
DFA
1933
Delta Financial Advisors
Louisiana
$474K +$53.8K +246 +14%
SNB
1934
Security National Bank
Nebraska
$472K – – –
NAS
1935
Nicolet Advisory Services
Wisconsin
$470K +$656 +3 +0.1%
OFW
1936
Omnia Family Wealth
Florida
$469K +$219 +1 +0%
CWM
1937
CCG Wealth Management
California
$468K +$19.2K +88 +5%
SC
1938
Sovarnum Capital
New York
$464K -$219K -1,000 -33%
PFGIA
1939
Patriot Financial Group Insurance Agency
Massachusetts
$464K -$24.9K -114 -5%
ACM
1940
Alethea Capital Management
Washington
$464K – – –
VR
1941
Viridian RIA
Washington
$464K – – –
WA
1942
WealthTrust Axiom
Pennsylvania
$464K – – –
IF
1943
IRON Financial
Illinois
$460K +$162K +743 +60%
SGCA
1944
Steel Grove Capital Advisors
Tennessee
$459K – – –
BOPW
1945
Brandywine Oak Private Wealth
Pennsylvania
$459K +$36.1K +165 +9%
TF
1946
Trek Financial
Arizona
$457K -$79.8K -365 -16%
MAM
1947
Marquette Asset Management
Minnesota
$457K – – –
ECAM
1948
East Coast Asset Management
Massachusetts
$455K – – –
SCA
1949
Sippican Capital Advisors
Massachusetts
$454K -$16.4K -75 -4%
EWF
1950
Epstein & White Financial
California
$453K +$33.4K +153 +8%
76 77
78
79 80