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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1951
Gratus Wealth Advisors
Virginia
$1.44M +$40.2K +72 +3%
ECM
1952
Ebert Capital Management
California
$1.44M +$1.49M +2,674 New
SA
1953
Sovran Advisors
California
$1.44M -$77.1K -138 -5%
PC
1954
Permanens Capital
New York
$1.44M +$310K +554 +28%
SI
1955
Seeds Investor
New York
$1.44M -$124K -222 -8%
EAM
1956
Evanson Asset Management
California
$1.43M – – –
C1AG
1957
Client 1st Advisory Group
Florida
$1.43M +$28.5K +51 +2%
BWM
1958
Buckley Wealth Management
Nevada
$1.43M +$11.2K +20 +0.8%
EWM
1959
EPG Wealth Management
Georgia
$1.43M +$3.91K +7 +0.3%
HAI
1960
Hennessy Advisors Inc
California
$1.43M +$280K +500 +25%
APP
1961
Avantax Planning Partners
Iowa
$1.43M +$226K +405 +19%
DG
1962
Dala Group
Illinois
$1.42M +$1.4M +2,496 New
FHC
1963
First Heartland Consultants
Missouri
$1.42M +$76.6K +137 +6%
FGA
1964
Fortis Group Advisors
New Jersey
$1.42M -$103K -185 -7%
BCM
1965
Bannerstone Capital Management
Minnesota
$1.42M +$1.39M +2,491 New
VAM
1966
Virtue Asset Management
Illinois
$1.42M -$20.1K -36 -1%
VC
1967
Veracity Capital
Georgia
$1.42M +$12.9K +23 +0.9%
AL
1968
ARWA LLC
Texas
$1.42M +$1.39M +2,487 New
LIM
1969
Letson Investment Management
Georgia
$1.42M – – –
TPM
1970
Triasima Portfolio Management
Quebec, Canada
$1.42M +$12.3K +22 +0.9%
CH
1971
Cromwell Holdings
Wyoming
$1.42M – – –
BCA
1972
Bay Colony Advisors
Massachusetts
$1.41M +$18.4K +33 +1%
WCM
1973
Wallace Capital Management
Texas
$1.41M -$28K -50 -2%
BAM
1974
Blueshift Asset Management
New Jersey
$1.41M +$125K +224 +10%
MAWCM
1975
Mine & Arao Wealth Creation & Management
California
$1.41M +$1.68K +3 +0.1%
77 78
79
80 81