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Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
1951
Kistler-Tiffany Companies
Pennsylvania
$706K – – –
GIA
1952
Guyasuta Investment Advisors
Pennsylvania
$705K +$210K +1,085 +46%
SWA
1953
Stratos Wealth Advisors
Ohio
$702K -$1.26M -6,481 -65%
SRC
1954
Sage Rhino Capital
California
$701K -$9.49K -49 -2%
IFA
1955
Interactive Financial Advisors
Illinois
$698K -$1.18M -6,099 -64%
WP
1956
WMS Partners
Maryland
$698K -$79.2K -409 -11%
GC
1957
Gruss & Co
Florida
$698K -$19.4K -100 -3%
PFO
1958
Pathstone Family Office
New Jersey
$696K -$203K -1,047 -24%
BFO
1959
Boston Family Office
Massachusetts
$694K -$10.7K -55 -2%
CBN
1960
Cadence Bank NA
Texas
$694K +$3.68K +19 +0.6%
AIM
1961
AIA Investment Management
Singapore
$692K -$511K -2,640 -44%
PWA
1962
Physician Wealth Advisors
Utah
$691K – – –
TIA
1963
Tiemann Investment Advisors
California
$690K -$9.69K -50 -1%
KC
1964
Kepos Capital
New York
$689K -$425K -2,194 -40%
CS
1965
Capital Square
Tennessee
$686K +$648K +3,343 New
CIA
1966
Choate Investment Advisors
Massachusetts
$683K -$19.2K -99 -3%
BSPF
1967
British Steel Pension Fund
United Kingdom
$681K – – –
CWA
1968
Clarus Wealth Advisors
Arizona
$681K +$87.4K +451 +17%
MCWA
1969
Meadow Creek Wealth Advisors
Georgia
$681K +$643K +3,319 New
AWM
1970
Adams Wealth Management
Utah
$679K +$641K +3,307 New
HHGA
1971
Halbert Hargrove Global Advisors
California
$676K -$50.9K -263 -7%
WQ
1972
Wealth Quarterback
New Jersey
$672K +$634K +3,274 New
PHS
1973
Pekin Hardy Strauss
Illinois
$671K -$76.3K -394 -11%
HIC
1974
Hartline Investment Corp
Illinois
$671K +$968 +5 +0.2%
1W
1975
1776 Wealth
Georgia
$665K +$602K +3,109 New
77 78
79
80 81