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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1926
GGM Wealth Advisors
Maryland
$683K -$929 -15 -0.1%
BT
1927
Brandywine Trust
Delaware
$680K – – –
DTL
1928
Dynamic Technology Lab
Singapore
$679K +$661K +10,672 New
KMWM
1929
Keudell/Morrison Wealth Management
Oregon
$678K -$57.8K -933 -8%
LSA
1930
L & S Advisors
California
$678K -$186 -3 -0%
PH
1931
Pinnacle Holdings
Oklahoma
$678K +$1.42K +23 +0.2%
RIS
1932
Retirement Income Solutions
Michigan
$677K -$77.4K -1,250 -11%
WC
1933
Wexford Capital
Florida
$676K +$209K +3,381 +47%
BSB
1934
Bangor Savings Bank
Maine
$675K +$24.5K +395 +4%
WC
1935
Waterloo Capital
Texas
$674K +$385K +6,213 +142%
GWM
1936
Gray Wealth Management
Maine
$672K +$248 +4 +0%
AFA
1937
AA Financial Advisors
Ohio
$668K +$127K +2,051 +24%
ECM
1938
Elgethun Capital Management
South Dakota
$668K +$867 +14 +0.1%
PWMG
1939
Prestige Wealth Management Group
New Jersey
$668K +$50.1K +810 +8%
TIA
1940
Tandem Investment Advisors
South Carolina
$668K -$298K -4,817 -31%
MCCA
1941
Mill Creek Capital Advisors
Pennsylvania
$667K +$1.92K +31 +0.3%
MYIA
1942
Mount Yale Investment Advisors
Colorado
$666K -$128K -2,063 -16%
PWM
1943
Proathlete Wealth Management
Florida
$666K +$6.87K +111 +1%
EIP
1944
Ellis Investment Partners
Pennsylvania
$664K +$102K +1,648 +19%
OW
1945
Olistico Wealth
Oklahoma
$663K +$62 +1 +0%
HFM
1946
Hartford Financial Management
Connecticut
$662K – – –
WIC
1947
Willis Investment Counsel
Georgia
$662K – – –
KWMG
1948
King Wealth Management Group
Florida
$657K +$124 +2 +0%
ACM
1949
Argent Capital Management
Missouri
$656K – – –
WFG
1950
Wills Financial Group
Virginia
$654K -$44.4K -718 -7%
76 77
78
79 80