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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1926
World Investment Advisors
California
$633K +$186K +3,269 +44%
HWP
1927
Highline Wealth Partners
California
$633K +$170 +3 +0%
FMTC
1928
Farmers & Merchants Trust Company
California
$633K -$7.44K -131 -1%
EFH
1929
Eaton Financial Holdings
Florida
$631K -$87.7K -1,544 -13%
EWA
1930
EverSource Wealth Advisors
Alabama
$630K +$52.5K +925 +9%
OL
1931
Owen LaRue
Kentucky
$630K +$169K +2,969 +38%
BT
1932
Brandywine Trust
Delaware
$629K – – –
GWA
1933
GGM Wealth Advisors
Maryland
$629K -$16.2K -285 -3%
AFPL
1934
Advus Financial Partners, LLC
Florida
$628K +$100K +1,767 +20%
PWM
1935
Proathlete Wealth Management
Florida
$627K +$604K +10,640 New
JAG
1936
Journey Advisory Group
Kentucky
$627K -$221K -3,893 -27%
HIIFS
1937
Harel Insurance Investments & Financial Services
Israel
$624K -$57 -1 -0%
MIC
1938
Meridian Investment Counsel
California
$624K +$17K +300 +3%
TRIA
1939
Trail Ridge Investment Advisors
Colorado
$623K -$8.01K -141 -1%
JFGIW
1940
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$623K +$311K +5,470 +107%
CMANY
1941
Capital Management Associates (New York)
New York
$619K +$199K +3,500 +50%
CG
1942
Corundum Group
Colorado
$618K +$15.6K +275 +3%
PWAM
1943
Pinnacle West Asset Management
Wyoming
$618K +$19.9K +350 +3%
CCWM
1944
Cassaday & Co Wealth Management
Virginia
$618K -$284 -5 -0%
EA
1945
Eudaimonia Advisors
Tennessee
$617K -$5.05K -89 -0.8%
PWMG
1946
Prestige Wealth Management Group
New Jersey
$616K -$530K -9,333 -47%
CIA
1947
Compass Ion Advisors
Pennsylvania
$615K +$6.76K +119 +1%
DF
1948
Donoghue Forlines
Massachusetts
$614K -$121K -2,133 -17%
ML
1949
McAdam LLC
Pennsylvania
$614K +$11.9K +209 +2%
HFM
1950
Hartford Financial Management
Connecticut
$613K +$454 +8 +0.1%
76 77
78
79 80