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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1801
J.W. Coons Advisors
Ohio
$742K +$23.5K +390 +3%
IWA
1802
IVC Wealth Advisors
Pennsylvania
$741K +$9.66K +160 +1%
VAM
1803
Verity Asset Management
North Carolina
$736K +$13.2K +218 +2%
MIP
1804
Marietta Investment Partners
Wisconsin
$735K – – –
CCA
1805
Childress Capital Advisors
Texas
$734K -$106K -1,754 -13%
KJWM
1806
Kiley Juergens Wealth Management
Washington
$732K -$4.04K -67 -0.6%
CG
1807
Carmignac Gestion
France
$731K +$86.1K +1,427 New
WA
1808
Wealth Alliance
New York
$728K +$181K +2,995 +35%
AC
1809
AXQ Capital
New Jersey
$727K +$690K +11,430 New
MSE
1810
MUFG Securities EMEA
United Kingdom
$727K -$182K -3,020 -21%
PL
1811
Plancorp LLC
Missouri
$727K -$3.14K -52 -0.5%
CAWM
1812
Capital Advisors Wealth Management
Washington
$726K +$63.7K +1,055 +10%
PIMG
1813
Patriot Investment Management Group
Tennessee
$726K +$1.33K +22 +0.2%
AP
1814
Atwood & Palmer
Missouri
$726K – – –
HTHT
1815
Hemenway Trust Hemenway Trust
New Hampshire
$725K – – –
NDSI
1816
Newman Dignan & Sheerar Inc
Rhode Island
$725K +$241 +4 +0%
SFG
1817
Sovereign Financial Group
Connecticut
$723K +$189K +3,124 +38%
TRIA
1818
Trail Ridge Investment Advisors
Colorado
$723K +$6.76K +112 +1%
RFM
1819
Royal Fund Management
Florida
$723K +$37K +613 +6%
CPC
1820
Congress Park Capital
New York
$722K -$303K -5,025 -31%
IIM
1821
InTrack Investment Management
Vermont
$722K -$29.9K -495 -4%
EWA
1822
ERTS Wealth Advisors
Michigan
$721K +$1.75K +29 +0.3%
LSA
1823
L & S Advisors
California
$719K -$302 -5 -0%
CPP
1824
Capasso Planning Partners
South Carolina
$718K -$2.66K -44 -0.4%
TPWA
1825
TRUE Private Wealth Advisors
Oregon
$718K -$533K -8,824 -44%
71 72
73
74 75