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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1951
Compass Ion Advisors
Pennsylvania
$638K – – –
ECM
1952
Elgethun Capital Management
South Dakota
$638K +$42.6K +710 +7%
GWA
1953
GGM Wealth Advisors
Maryland
$637K +$3.96K +66 +0.6%
OW
1954
Olistico Wealth
Oklahoma
$637K +$124K +2,065 +25%
HFM
1955
Hartford Financial Management
Connecticut
$637K – – –
WIC
1956
Willis Investment Counsel
Georgia
$636K +$15.9K +265 +3%
D
1957
Diversified
Delaware
$634K +$130K +2,158 +26%
PWM
1958
Proathlete Wealth Management
Florida
$633K -$17.3K -288 -3%
KWMG
1959
King Wealth Management Group
Florida
$631K – – –
WF
1960
Wayfinding Financial
Washington
$631K +$18.8K +313 +3%
ACM
1961
Argent Capital Management
Missouri
$631K – – –
JAG
1962
Journey Advisory Group
Kentucky
$629K -$20.9K -348 -3%
CG
1963
Corundum Group
Colorado
$629K -$12.7K -212 -2%
FFO
1964
Fiduciary Family Office
Florida
$629K +$158K +2,630 +34%
WWS
1965
Wellington Wealth Strategies
Indiana
$626K +$614K +10,227 New
CCM
1966
Cullen Capital Management
New York
$625K +$99.1K +1,650 +19%
OL
1967
Owen LaRue
Kentucky
$625K -$28.5K -474 -4%
GIA
1968
GHP Investment Advisors
Colorado
$625K – – –
BSB
1969
Bangor Savings Bank
Maine
$624K – – –
V
1970
ViaWealth
Kansas
$624K +$43.6K +725 +8%
SIG
1971
Spinnaker Investment Group
California
$623K – – –
EA
1972
Eudaimonia Advisors
Tennessee
$621K -$19.2K -319 -3%
MM
1973
MQS Management
New York
$620K -$591K -9,838 -49%
CAM
1974
Cubic Asset Management
Massachusetts
$619K -$3.6K -60 -0.6%
DI
1975
DAGCO Inc
Ohio
$619K +$555K +9,240 +1,049%
77 78
79
80 81