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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1951
River Wealth Advisors
Pennsylvania
$221K +$31.1K +233 +16%
VWA
1952
V Wealth Advisors
Kansas
$220K -$6.28K -47 -3%
RCM
1953
Requisite Capital Management
Texas
$220K – – –
SCM
1954
Spreng Capital Management
Ohio
$220K – – –
WFA
1955
Wade Financial Advisory
California
$220K – – –
AMG
1956
Asset Management Group
Connecticut
$219K +$2.27K +17 +1%
HWMA
1957
Heritage Wealth Management (Arizona)
Arizona
$219K +$188K +1,407 +577%
GFPC
1958
Global Financial Private Client
Florida
$217K – – –
VLKIM
1959
Van Lanschot Kempen Investment Management
Netherlands
$217K -$1.51M -11,269 -87%
FA
1960
Financial Advisors
Massachusetts
$217K – – –
KPCM
1961
Kings Point Capital Management
New York
$216K – – –
5L
1962
55I LLC
Massachusetts
$216K +$217K +1,623 New
MC
1963
Middleton & Co
Massachusetts
$215K – – –
CPSAC
1964
Chas P. Smith & Associates (CPS)
Florida
$214K – – –
HWA
1965
HCR Wealth Advisors
California
$214K – – –
ME
1966
McIlrath & Eck
Washington
$214K +$2.41K +18 +1%
FPIS
1967
Financial Planning & Information Services
Wisconsin
$213K – – –
FRM
1968
Foundation Resource Management
Arkansas
$212K – – –
RZH
1969
Relyea Zuckerberg Hanson
Connecticut
$212K +$12.4K +93 +6%
BDWM
1970
Brewin Dolphin Wealth Management
Ireland
$210K +$34.4K +257 +19%
JBA
1971
Johnson Bixby & Associates
Washington
$210K – – –
RC
1972
Rinet Company
Massachusetts
$210K +$10K +75 +5%
CWM
1973
CCG Wealth Management
California
$209K – – –
OPWM
1974
Oxinas Partners Wealth Management
Indiana
$209K +$210K +1,574 New
PP
1975
Patron Partners
Texas
$209K +$211K +1,581 New
77 78
79
80 81