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Name Holding Trade Value Shares
Change 		Change in
Stake
WAC
1951
William Allan Corp
Colorado
$745K -$27.2K -395 -3%
HAIM
1952
Hunter Associates Investment Management
Pennsylvania
$745K +$344 +5 +0%
MWA
1953
Medallion Wealth Advisors
Connecticut
$743K -$56K -814 -7%
ECM
1954
Elgethun Capital Management
South Dakota
$743K -$1.03K -15 -0.1%
RBFC
1955
Roman Butler Fullerton & Co
Missouri
$741K +$14.6K +212 +2%
FMP
1956
Financial Management Professionals
Texas
$741K -$2.34K -34 -0.3%
MWA
1957
Midland Wealth Advisors
Illinois
$741K -$24.1K -350 -3%
BSB
1958
Bangor Savings Bank
Maine
$739K +$36.7K +533 +5%
HWP
1959
Highline Wealth Partners
California
$739K -$5.16K -75 -0.7%
PWMG
1960
Prestige Wealth Management Group
New Jersey
$738K +$2.82K +41 +0.4%
SC
1961
Sierra Capital
Florida
$736K +$73.1K +1,062 +11%
KJWM
1962
Kiley Juergens Wealth Management
Washington
$735K -$17.1K -248 -2%
PPH
1963
Pure Portfolios Holdings
Oregon
$735K -$3.72K -54 -0.5%
RIA
1964
Richwood Investment Advisors
Ohio
$734K +$17.8K +259 +2%
EIP
1965
Ellis Investment Partners
Pennsylvania
$733K -$10K -146 -1%
AAM
1966
Alken Asset Management
United Kingdom
$733K – – –
WFM
1967
Wolff Financial Management
Michigan
$733K +$275 +4 +0%
OFS
1968
OMC Financial Services
New York
$731K – – –
RRA
1969
Round Rock Advisors
Connecticut
$731K +$2.89K +42 +0.4%
HPBT
1970
Hickory Point Bank & Trust
Illinois
$729K +$10.3K +150 +1%
SFG
1971
Sather Financial Group
Texas
$729K -$46.3K -673 -6%
LCWP
1972
Legacy Capital Wealth Partners
Arkansas
$728K +$619 +9 +0.1%
BZWA
1973
Blue Zone Wealth Advisors
California
$728K -$9.98K -145 -1%
ADBIC
1974
A.D. Beadell Investment Counsel
Wisconsin
$727K – – –
CL
1975
COWA LLC
Oklahoma
$727K -$15.1K -220 -2%
77 78
79
80 81