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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
1951
Chas P. Smith & Associates (CPS)
Florida
$257K +$20K +153 +8%
PCM
1952
Passive Capital Management
Maryland
$257K +$258K +1,976 New
UCB
1953
United Community Bank
South Carolina
$257K +$13K +100 +5%
PP
1954
PFS Partners
New Jersey
$256K -$11.5K -88 -4%
WAAG
1955
Wealth Alliance Advisory Group
Kansas
$256K -$4.43K -34 -2%
JFGIW
1956
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$256K – – –
MKA
1957
M. Kulyk & Associates
Georgia
$255K -$48K -368 -16%
AWS
1958
AJ Wealth Strategies
New York
$255K -$7.83K -60 -3%
CBOR
1959
Community Bank of Raymore
Missouri
$255K – – –
BFG
1960
Barber Financial Group
Kansas
$255K +$1.83K +14 +0.7%
MPW
1961
MA Private Wealth
California
$255K +$2.74K +21 +1%
TA
1962
TFG Advisers
Michigan
$255K +$5.22K +40 +2%
MF
1963
Meridian Financial
Massachusetts
$255K -$9.78K -75 -4%
NQWM
1964
Northwest Quadrant Wealth Management
Oregon
$254K +$913 +7 +0.4%
ACA
1965
Affinity Capital Advisors
California
$254K +$9.78K +75 +4%
CFA
1966
Compass Financial Advisors
Indiana
$253K +$33.6K +258 +15%
PPW
1967
Parcion Private Wealth
Washington
$253K +$254K +1,944 New
MC
1968
Middleton & Co
Massachusetts
$253K +$254K +1,948 New
WWA
1969
WC Walker & Associates
California
$252K – – –
PWAG
1970
Polaris Wealth Advisory Group
California
$250K +$253K +1,943 New
AIM
1971
Aspen Investment Management
Michigan
$249K – – –
BWA
1972
Blodgett Wealth Advisors
California
$249K – – –
KOC
1973
Koss-Olinger Consulting
Florida
$249K +$130 +1 +0.1%
RPA
1974
Rock Point Advisors
Vermont
$249K +$3.13K +24 +1%
PCMC
1975
Private Capital Management (Colorado)
Colorado
$248K -$33.3K -255 -12%
77 78
79
80 81