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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1951
Washington Trust
Rhode Island
$575K +$1.04K +3 +0.2%
SGCA
1952
Steel Grove Capital Advisors
Tennessee
$575K +$36.7K +106 +7%
A
1953
Astrantus
Cyprus
$575K +$553K +1,600 New
RPWA
1954
Regent Peak Wealth Advisors
Georgia
$574K -$296K -857 -35%
PP
1955
PDS Planning
Ohio
$573K +$346 +1 +0.1%
WCM
1956
WealthBridge Capital Management
Ohio
$571K -$3.46K -10 -0.6%
UIA
1957
UBP Investment Advisors
Switzerland
$570K +$55.3K +160 +11%
JF
1958
Jump Financial
Illinois
$568K -$3M -8,675 -85%
AM
1959
Atwater Malick
Pennsylvania
$567K – – –
CG
1960
Corundum Group
Colorado
$567K +$183K +530 +51%
FCA
1961
FLC Capital Advisors
California
$566K -$63.3K -183 -10%
BWM
1962
BerganKDV Wealth Management
Minnesota
$566K +$36.7K +106 +7%
DAC
1963
Dividend Assets Capital
South Carolina
$564K – – –
IC
1964
Intersect Capital
California
$561K +$25.2K +73 +5%
SAM
1965
SignalPoint Asset Management
Missouri
$556K -$8.65K -25 -2%
VDBMI
1966
Van Den Berg Management I
Texas
$556K +$535K +1,546 New
CIP
1967
Convergence Investment Partners
Florida
$555K -$28.7K -83 -5%
TFO
1968
Tarbox Family Office
California
$555K +$2.42K +7 +0.5%
FWP
1969
Firethorn Wealth Partners
Georgia
$555K +$534K +1,545 New
HI
1970
Hudock Inc
Pennsylvania
$553K +$1.73K +5 +0.3%
TIS
1971
Tortoise Index Solutions
Kansas
$550K -$82.3K -238 -13%
SIM
1972
SSI Investment Management
California
$550K -$1.73K -5 -0.3%
ICM
1973
IMS Capital Management
Oregon
$550K +$41.8K +121 +9%
MIC
1974
Means Investment Company
Maine
$548K -$346 -1 -0.1%
CWS
1975
Confluence Wealth Services
Pennsylvania
$548K +$528K +1,526 New
77 78
79
80 81