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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1951
Schrum Private Wealth Management
Florida
$558K – – –
VCM
1952
Vivaldi Capital Management
Illinois
$558K +$11.6K +193 +2%
CCB
1953
Cutter & Co Brokerage
Missouri
$557K -$22.6K -376 -4%
DSC
1954
Duncker Streett & Co
Missouri
$554K -$157K -2,620 -21%
AF
1955
Apexium Financial
Texas
$554K -$19.5K -325 -3%
FNBOMD
1956
First National Bank of Mount Dora
Florida
$553K +$1.68K +28 +0.3%
BBP
1957
Banco BTG Pactual
Brazil
$552K +$592K +9,864 New
GHAM
1958
Gilman Hill Asset Management
Connecticut
$551K – – –
SN
1959
Sittner & Nelson
Oregon
$550K – – –
AA
1960
Alta Advisers
United Kingdom
$549K – – –
VC
1961
Vicus Capital
Pennsylvania
$549K +$248K +4,129 +73%
RW
1962
Regimen Wealth
Georgia
$548K +$4.44K +74 +0.8%
SS
1963
Sunbelt Securities
Texas
$548K -$30.2K -503 -5%
IA
1964
IFG Advisors
Missouri
$548K – – –
EWA
1965
EverSource Wealth Advisors
Alabama
$547K -$124K -2,060 -17%
TFO
1966
Tarbox Family Office
California
$547K – – –
SOS
1967
Silver Oak Securities
Tennessee
$547K +$69.5K +1,159 +13%
CSI
1968
Cross Staff Investments
New York
$544K – – –
WIC
1969
Wilkins Investment Counsel
Massachusetts
$543K -$6K -100 -1%
CWS
1970
Cypress Wealth Services
California
$541K -$10.1K -168 -2%
MWA
1971
Monograph Wealth Advisors
California
$539K +$48K +800 +9%
AWM
1972
Angeles Wealth Management
California
$538K -$46.4K -773 -7%
SL
1973
Summitry LLC
California
$537K – – –
RDWM
1974
Red Door Wealth Management
Tennessee
$537K +$3.54K +59 +0.6%
RWA
1975
River Wealth Advisors
Pennsylvania
$536K -$2.4K -40 -0.4%
77 78
79
80 81