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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1951
Glassman Wealth Services
Virginia
$332K +$362 +2 +0.1%
WPA
1952
West Paces Advisors
Georgia
$332K -$905 -5 -0.2%
PC
1953
Pecaut & Co
Iowa
$330K – – –
SFM
1954
Systematic Financial Management
New Jersey
$329K – – –
VWM
1955
Valley Wealth Managers
New Jersey
$328K -$178K -985 -33%
JWM
1956
JGP Wealth Management
Oregon
$328K +$543 +3 +0.1%
ZCM
1957
Zebra Capital Management
Connecticut
$327K +$360K +1,988 New
FAM
1958
Flaharty Asset Management
Florida
$326K +$104K +577 +40%
BIM
1959
Bridgecreek Investment Management
Oklahoma
$325K – – –
VIM
1960
Vista Investment Management
Pennsylvania
$324K +$47.1K +260 +15%
ACM
1961
AlphaStar Capital Management
North Carolina
$321K -$185K -1,020 -34%
CCM
1962
Colorado Capital Management
Colorado
$320K -$70.1K -387 -17%
MWM
1963
Modera Wealth Management
New Jersey
$320K -$37.1K -205 -10%
PTC
1964
Provident Trust Company
Wisconsin
$318K – – –
SFWA
1965
Summit Financial Wealth Advisors
Louisiana
$317K -$67.3K -372 -15%
PCA
1966
Peddock Capital Advisors
Massachusetts
$317K – – –
HI
1967
Handelsinvest Investeringsforvaltning
Denmark
$316K – – –
PD
1968
Planning Directions
Pennsylvania
$316K – – –
CBTWT
1969
Community Bank & Trust (Waco, Texas)
Texas
$315K -$165K -909 -32%
OWP
1970
Obermeyer Wealth Partners
Colorado
$315K +$20.8K +115 +6%
RIG
1971
Renaissance Investment Group
Massachusetts
$314K +$38.2K +211 +12%
WDL
1972
Well Done LLC
Michigan
$314K +$39.8K +220 +13%
WA
1973
WealthTrust Axiom
Pennsylvania
$313K +$46.2K +255 +15%
IIC
1974
Ironwood Investment Counsel
Arizona
$311K +$5.25K +29 +2%
HI
1975
Horizon Investments
North Carolina
$311K +$50.9K +281 +17%
77 78
79
80 81