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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1951
Hilltop Partners
Indiana
$335K +$3.95K +70 +1%
MWM
1952
Modern Wealth Management
Kansas
$335K +$56.4K +1,000 +22%
BA
1953
Birinyi Associates
Connecticut
$334K -$282K -5,000 -48%
JWA
1954
JFS Wealth Advisors
Pennsylvania
$334K +$9.02K +160 +3%
BW
1955
Basepoint Wealth
Iowa
$333K +$310K +5,490 New
IRC
1956
Investors Research Corp
Georgia
$333K -$5.64K -100 -2%
JLBC
1957
J.L. Bainbridge & Co
Florida
$333K – – –
CG
1958
Clarus Group
Texas
$332K -$3.38K -60 -1%
FNWA
1959
Financial Network Wealth Advisors
Utah
$332K +$2.25K +40 +0.7%
OWM
1960
Opes Wealth Management
California
$330K – – –
AHL
1961
Abel Hall LLC
Louisiana
$330K +$7.33K +130 +2%
NBT
1962
Northwest Bank & Trust
Iowa
$330K – – –
UBV
1963
United Bank (Virginia)
Virginia
$330K – – –
SCM
1964
Stonehearth Capital Management
Massachusetts
$329K -$564 -10 -0.2%
EFSCE
1965
Enterprise Financial Services Corp (EFSC)
Missouri
$329K +$564 +10 +0.2%
OPA
1966
Old Port Advisors
Maine
$329K -$5.64K -100 -2%
DA
1967
Drake & Associates
Wisconsin
$327K +$564 +10 +0.2%
PG
1968
Patten Group
Tennessee
$326K +$13.5K +240 +5%
NB
1969
Nicolet Bankshares
Wisconsin
$325K -$7.33K -130 -2%
OWA
1970
Outlook Wealth Advisors
Texas
$323K +$300K +5,320 New
CWM
1971
Cherrydale Wealth Management
New Jersey
$321K +$28.8K +510 +11%
BFA
1972
Bill Few Associates
Pennsylvania
$320K – – –
WAG
1973
Winthrop Advisory Group
Massachusetts
$319K -$3.95K -70 -1%
BMC
1974
Benin Management Corp
Connecticut
$319K +$3.38K +60 +1%
SWM
1975
Seed Wealth Management
Illinois
$319K – – –
77 78
79
80 81