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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1951
BSW Wealth Partners
Colorado
$208K +$44.9K +151 +21%
CB
1952
Cadence Bank
Mississippi
$208K +$256K +860 New
APW
1953
Austin Private Wealth
Texas
$207K +$7.73K +26 +3%
SCM
1954
Seascape Capital Management
New Hampshire
$206K -$28.5K -96 -10%
FPC
1955
Falcon Point Capital
California
$206K -$5.95K -20 -2%
WCWM
1956
Willow Creek Wealth Management
California
$206K – – –
PWA
1957
Peterson Wealth Advisors
Utah
$206K +$297 +1 +0.1%
FCA
1958
FinTrust Capital Advisors
South Carolina
$206K +$27.6K +93 +12%
PHS
1959
Pekin Hardy Strauss
Illinois
$205K +$22.3K +75 +10%
AAM
1960
Aureus Asset Management
Massachusetts
$204K +$252K +846 New
SYBT
1961
Stock Yards Bank & Trust
Kentucky
$203K – – –
HIM
1962
Hillsdale Investment Management
Ontario, Canada
$203K +$29.7K +100 +14%
FCMT
1963
Founders Capital Management (Texas)
Texas
$203K +$116K +390 +87%
BFC
1964
Bedel Financial Consulting
Indiana
$202K -$230K -775 -48%
RWMH
1965
Riverpoint Wealth Management Holdings
Illinois
$202K -$19.6K -66 -7%
MCG
1966
MACRO Consulting Group
New Jersey
$202K +$215K +722 New
FFC
1967
First Financial Corp
Indiana
$200K -$23.8K -80 -9%
RCM
1968
RNC Capital Management
California
$200K -$20.5K -69 -8%
MWM
1969
Modera Wealth Management
New Jersey
$200K +$3.87K +13 +2%
VCM
1970
Versant Capital Management
Arizona
$198K +$13.1K +44 +6%
BAM
1971
Bellevue Asset Management
Washington
$197K +$89.2K +300 +67%
S
1972
Seeyond
France
$188K -$530K -1,783 -38%
CB
1973
Community Bank
New York
$188K +$74.3K +250 +47%
LWA
1974
Lenox Wealth Advisors
New York
$186K +$8.32K +28 +4%
PAA
1975
Peregrine Asset Advisers
Oregon
$182K -$62.4K -210 -22%
77 78
79
80 81