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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1951
Cary Street Partners Investment Advisory
Virginia
$1.58M +$436K +1,197 +33%
HAC
1952
Harbor Advisory Corp
New Hampshire
$1.57M -$11.7K -32 -0.7%
PFSC
1953
Peoples Financial Services Corp
Pennsylvania
$1.57M -$49.2K -135 -3%
SIC
1954
Sterling Investment Counsel
New York
$1.57M -$90.7K -249 -5%
VCP
1955
Verus Capital Partners
Arizona
$1.57M +$120K +330 +7%
HKIM
1956
Hayek Kallen Investment Management
Alabama
$1.56M +$1.73M +4,757 New
WBC
1957
Westpac Banking Corp
Australia
$1.56M -$306K -841 -15%
MC
1958
Martin & Co
Tennessee
$1.56M +$44.5K +122 +3%
KWM
1959
Keebeck Wealth Management
Illinois
$1.56M +$224K +615 +15%
HI
1960
Hudock Inc
Pennsylvania
$1.56M +$885K +2,428 +106%
AIM
1961
Acropolis Investment Management
Missouri
$1.55M -$53.6K -147 -3%
LGG
1962
Luts & Greenleigh Group
Maryland
$1.55M -$21.9K -60 -1%
IFWM
1963
Institute for Wealth Management
Colorado
$1.55M -$37.2K -102 -2%
CI
1964
Cherokee Insurance
Michigan
$1.55M – – –
SI
1965
Saxon Interests
Texas
$1.54M +$36.8K +101 +2%
MWA
1966
Midland Wealth Advisors
Illinois
$1.54M -$24.8K -68 -1%
FWP
1967
Falcon Wealth Planning
California
$1.54M +$2.92K +8 +0.2%
RIA
1968
Richwood Investment Advisors
Ohio
$1.54M +$141K +386 +9%
CFO
1969
CVA Family Office
Colorado
$1.53M +$140K +383 +9%
ILI
1970
Invesco LLC (Illinois)
Illinois
$1.53M -$2.19K -6 -0.1%
TWM
1971
Trueblood Wealth Management
Ohio
$1.53M -$123K -338 -7%
MCA
1972
Millennium Capital Advisors
Arkansas
$1.53M -$85.3K -234 -5%
PWM
1973
Power Wealth Management
Georgia
$1.52M +$12.4K +34 +0.7%
ML
1974
McAdam LLC
Pennsylvania
$1.52M -$74K -203 -4%
HIA
1975
Harvest Investment Advisors
Florida
$1.52M +$14.9K +41 +0.9%
77 78
79
80 81