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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1951
Firethorn Wealth Partners
Georgia
$568K +$16.2K +45 +3%
EL
1952
Essex LLC
Illinois
$568K +$32.4K +90 +6%
SAM
1953
SP Asset Management
California
$567K +$4.67K +13 +0.8%
AM
1954
Atwater Malick
Pennsylvania
$564K – – –
SWM
1955
Salvus Wealth Management
New Jersey
$564K +$84.8K +236 +18%
FCA
1956
FLC Capital Advisors
California
$563K – – –
WDG
1957
Wealth Dimensions Group
Ohio
$563K +$60K +167 +12%
ICM
1958
Islay Capital Management
Texas
$563K +$566K +1,575 New
PMFA
1959
Plante Moran Financial Advisors
Michigan
$562K -$79.8K -222 -12%
BMC
1960
Beaton Management Company
Massachusetts
$562K +$72.6K +202 +15%
UIA
1961
UBP Investment Advisors
Switzerland
$560K – – –
CL
1962
CPWM LLC
Washington
$559K +$30.2K +84 +6%
EWA
1963
ERTS Wealth Advisors
Michigan
$558K -$27.7K -77 -5%
JSL
1964
JT Stratford LLC
Georgia
$555K -$24.4K -68 -4%
AIC
1965
Argus Investors Counsel
New York
$552K +$40.6K +113 +8%
MIC
1966
Means Investment Company
Maine
$550K +$5.03K +14 +0.9%
AWG
1967
Altus Wealth Group
Colorado
$548K +$7.91K +22 +1%
VWM
1968
Vigilare Wealth Management
Arizona
$545K -$28.4K -79 -5%
CWS
1969
Confluence Wealth Services
Pennsylvania
$545K – – –
HI
1970
Hudock Inc
Pennsylvania
$541K -$8.99K -25 -2%
RW
1971
REDW Wealth
New Mexico
$540K +$7.19K +20 +1%
FNBOH
1972
First National Bank of Hutchinson
Kansas
$540K +$543K +1,510 New
SIM
1973
SSI Investment Management
California
$539K -$6.83K -19 -1%
SAM
1974
SignalPoint Asset Management
Missouri
$538K -$15.8K -44 -3%
B
1975
Bridgeworth
Alabama
$537K +$10.8K +30 +2%
77 78
79
80 81