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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1951
Apexium Financial
Texas
$301K +$292K +5,433 New
OWA
1952
Outlook Wealth Advisors
Texas
$300K -$287K -5,335 -50%
AAS
1953
Annex Advisory Services
Wisconsin
$300K -$5K -93 -2%
ATFA
1954
All Terrain Financial Advisors
Minnesota
$298K – – –
VCM
1955
Versant Capital Management
Arizona
$298K +$10.5K +195 +4%
WG
1956
Watchman Group
Texas
$298K +$290K +5,390 New
HL
1957
HeadInvest LLC
Maine
$297K +$10.7K +199 +4%
IFAM
1958
Institutional & Family Asset Management
Colorado
$296K -$28K -520 -9%
CAMG
1959
CWA Asset Management Group
Florida
$295K +$49.1K +913 +21%
SFG
1960
Sather Financial Group
Texas
$294K +$6.83K +127 +2%
VA
1961
Valmark Advisers
Ohio
$293K -$44.1K -821 -13%
CCM
1962
Canal Capital Management
Virginia
$293K +$1.45K +27 +0.5%
WPP
1963
Whalerock Point Partners
Rhode Island
$292K +$7.47K +139 +3%
MSU
1964
Mizuho Securities USA
New York
$292K +$283K +5,270 New
NGA
1965
Naples Global Advisors
Florida
$291K +$39.7K +739 +16%
LJHT
1966
Laurie J. Hall Trustee
$290K +$21.5K +400 +8%
RWP
1967
RWA Wealth Partners
Massachusetts
$289K -$4.52K -84 -2%
FCFC
1968
First Citizens Financial Corp
Iowa
$289K +$280K +5,214 New
SCM
1969
Silvant Capital Management
Georgia
$288K – – –
NAM
1970
North American Management
Massachusetts
$287K -$59.6K -1,108 -18%
LF
1971
Lantz Financial
Illinois
$287K -$2.9K -54 -1%
FVWA
1972
Foster Victor Wealth Advisors
South Carolina
$287K +$1.07K +20 +0.4%
MWM
1973
Merriman Wealth Management
Washington
$287K +$14.4K +268 +5%
SAM
1974
Secure Asset Management
Michigan
$287K +$279K +5,181 New
AA
1975
Aufman Associates
Pennsylvania
$284K +$275K +5,124 New
77 78
79
80 81