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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1951
Montag & Associates
Georgia
$3.04M +$1.36M +3,058 +96%
RWM
1952
RKL Wealth Management
Pennsylvania
$3.03M +$176K +395 +7%
FWCM
1953
Ferguson Wellman Capital Management
Oregon
$3.03M -$258K -579 -8%
SFG
1954
Synergy Financial Group
California
$3.03M -$244K -546 -8%
AWA
1955
Aletheian Wealth Advisors
Washington
$3.03M +$1.22M +2,727 +78%
AGA
1956
Accuvest Global Advisors
Utah
$3.02M -$190K -425 -6%
FIC
1957
FCG Investment Company
Tennessee
$3.02M -$71.8K -161 -3%
AA
1958
Alta Advisers
United Kingdom
$3.01M – – –
APM
1959
a16z Perennial Management
California
$3.01M +$2.76M +6,194 New
KCM
1960
KRS Capital Management
Michigan
$2.99M -$49.1K -110 -2%
LCM
1961
Legato Capital Management
California
$2.98M -$339K -759 -11%
ZIC
1962
ZWJ Investment Counsel
Georgia
$2.98M +$643K +1,441 +31%
GCA
1963
Gradient Capital Advisors
California
$2.97M +$25.9K +58 +1%
MFA
1964
Morling Financial Advisors
California
$2.97M -$2.23K -5 -0.1%
FRA
1965
Frank Rimerman Advisors
California
$2.97M +$1.27M +2,837 +86%
CCFCSB
1966
Cape Cod Five Cents Savings Bank
Massachusetts
$2.97M +$2.73M +6,114 New
BC
1967
Barrett & Company
Rhode Island
$2.96M +$1.06M +2,375 +64%
DI
1968
Diligent Investors
California
$2.95M +$44.2K +99 +2%
PCM
1969
Poehling Capital Management
Wisconsin
$2.95M -$55.8K -125 -2%
CNWM
1970
Clay Northam Wealth Management
California
$2.94M +$22.3K +50 +0.8%
AO
1971
Advisor OS
Illinois
$2.94M +$47.3K +106 +2%
CWM
1972
Chesapeake Wealth Management
Virginia
$2.93M -$120K -269 -4%
ACA
1973
Affinity Capital Advisors
California
$2.93M -$179K -401 -6%
GLR
1974
Great Lakes Retirement
Ohio
$2.93M -$31.2K -70 -1%
IWA
1975
Icon Wealth Advisors
Texas
$2.92M +$297K +665 +12%
77 78
79
80 81