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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1951
Acropolis Investment Management
Missouri
$1.93M +$277K +704 +15%
FM
1952
Foster & Motley
Ohio
$1.93M -$408K -1,037 -18%
HKIM
1953
Hayek Kallen Investment Management
Alabama
$1.93M -$3.93K -10 -0.2%
DE
1954
Diversified Enterprises
Delaware
$1.92M +$6.29K +16 +0.3%
PFWA
1955
Paces Ferry Wealth Advisors
Georgia
$1.92M -$22.8K -58 -1%
MCA
1956
Millennium Capital Advisors
Arkansas
$1.92M +$8.65K +22 +0.5%
MIC
1957
Means Investment Company
Maine
$1.92M +$20.4K +52 +1%
SJIM
1958
St. Johns Investment Management
Florida
$1.91M -$393 -1 -0%
OFS
1959
Orrstown Financial Services
Pennsylvania
$1.91M -$339K -863 -15%
FWP
1960
Falcon Wealth Planning
California
$1.91M +$525K +1,336 +40%
MWC
1961
MBM Wealth Consultants
Missouri
$1.91M +$3.15K +8 +0.2%
CSB
1962
City State Bank
Iowa
$1.91M -$14.2K -36 -0.8%
EW
1963
Elyxium Wealth
California
$1.91M +$19.7K +50 +1%
CAM
1964
Cidel Asset Management
Ontario, Canada
$1.91M – – –
BWP
1965
BSW Wealth Partners
Colorado
$1.91M +$78.6K +200 +4%
CI
1966
Cherokee Insurance
Michigan
$1.9M – – –
CAL
1967
Capital Advisors Ltd
Ohio
$1.9M +$767K +1,950 +71%
TCM
1968
Tandem Capital Management
New Jersey
$1.9M -$11.8K -30 -0.6%
PWS
1969
Peloton Wealth Strategists
Indiana
$1.9M -$18.9K -48 -1%
OIM
1970
Orca Investment Management
Oregon
$1.9M -$16.5K -42 -0.9%
LF
1971
LifeSteps Financial
California
$1.89M -$70K -178 -4%
LA
1972
Lakeside Advisors
Washington
$1.89M – – –
PWAM
1973
Papamarkou Wellner Asset Management
New York
$1.89M – – –
VFG
1974
Victory Financial Group
Texas
$1.89M +$587K +1,492 +47%
MSWM
1975
McGlone Suttner Wealth Management
Wisconsin
$1.89M +$35.8K +91 +2%
77 78
79
80 81