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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1951
Westbourne Investment Advisors
Maryland
$515K +$485K +8,701 New
1WA
1952
180 Wealth Advisors
Washington
$512K -$28.9K -519 -6%
FBA
1953
Front Barnett Associates
Illinois
$512K – – –
MTIC
1954
Missouri Trust & Investment Company
Missouri
$511K +$481K +8,638 New
FCM
1955
Firestone Capital Management
Florida
$509K – – –
EW
1956
Evoke Wealth
California
$508K -$3.12K -56 -0.6%
SAM
1957
S.A. Mason
Michigan
$508K +$390 +7 +0.1%
EFM
1958
E Fund Management
China
$508K +$6.13K +110 +1%
HGWM
1959
Horst & Graben Wealth Management
Oregon
$507K +$7.13K +128 +2%
HAC
1960
Harbor Advisory Corp
New Hampshire
$506K – – –
FIBT
1961
First International Bank & Trust
North Dakota
$506K +$475K +8,536 New
WA
1962
Wealth Architects
California
$504K -$9.86K -177 -2%
WPC
1963
Wedmont Private Capital
Pennsylvania
$504K +$461K +8,270 New
KFI
1964
Key Financial Inc
Pennsylvania
$503K +$724 +13 +0.2%
CT
1965
Clearstead Trust
Maine
$503K +$212K +3,800 +81%
HBWM
1966
Hollow Brook Wealth Management
New York
$502K -$1.55M -27,800 -77%
FWP
1967
Firethorn Wealth Partners
Georgia
$502K +$472K +8,485 New
COCM
1968
Charter Oak Capital Management
New Hampshire
$501K +$1.06K +19 +0.2%
ACA
1969
Affinity Capital Advisors
California
$501K +$17.5K +314 +4%
3F
1970
360 Financial
Minnesota
$499K +$3.84K +69 +0.8%
CS
1971
Comerica Securities
Michigan
$498K -$67.7K -1,216 -13%
PGWM
1972
Parisi Gray Wealth Management
New Jersey
$498K +$1.06K +19 +0.2%
NWA
1973
New World Advisors
Massachusetts
$498K +$66.8K +1,200 +17%
RCA
1974
Ranch Capital Advisors
Florida
$497K -$11.4K -205 -2%
ECM
1975
Elgethun Capital Management
South Dakota
$497K +$4.4K +79 +0.9%
77 78
79
80 81