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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOMD
1951
First National Bank of Mount Dora
Florida
$594K -$14.3K -230 -2%
MW
1952
MBL Wealth
North Carolina
$593K +$175K +2,818 +40%
GHAM
1953
Gilman Hill Asset Management
Connecticut
$593K – – –
AWAP
1954
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$592K – – –
SN
1955
Sittner & Nelson
Oregon
$592K +$2.67K +43 +0.4%
WI
1956
WrapManager Inc
California
$590K -$14.5K -233 -2%
AA
1957
Alta Advisers
United Kingdom
$590K – – –
WIC
1958
Wilkins Investment Counsel
Massachusetts
$590K -$15.6K -250 -2%
AWP
1959
Abacus Wealth Partners
California
$589K +$1.74K +28 +0.3%
IA
1960
IFG Advisors
Missouri
$589K – – –
TFO
1961
Tarbox Family Office
California
$588K – – –
VCM
1962
Vivaldi Capital Management
Illinois
$588K -$10.3K -165 -2%
DWM
1963
Drive Wealth Management
Utah
$588K -$7.9K -127 -1%
FHC
1964
First Heartland Consultants
Missouri
$588K -$13.3K -214 -2%
HTHT
1965
Hemenway Trust Hemenway Trust
New Hampshire
$587K -$6.22K -100 -1%
ZF
1966
Zhang Financial
Michigan
$587K -$130K -2,085 -18%
ICP
1967
Interchange Capital Partners
Pennsylvania
$587K +$13.6K +219 +2%
MCWS
1968
McKinley Carter Wealth Services
West Virginia
$586K -$190K -3,047 -24%
PWAM
1969
Pinnacle West Asset Management
Wyoming
$586K -$3.11K -50 -0.5%
RW
1970
Regimen Wealth
Georgia
$585K -$315K -5,057 -34%
CSI
1971
Cross Staff Investments
New York
$585K – – –
CIA
1972
Cape Investment Advisory
Georgia
$584K +$57.7K +927 +11%
OAM
1973
Occidental Asset Management
California
$583K – – –
MA
1974
MJP Associates
Connecticut
$580K -$10.1K -163 -2%
RWA
1975
River Wealth Advisors
Pennsylvania
$579K -$54.7K -880 -8%
77 78
79
80 81