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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1926
Evermay Wealth Management
Virginia
$241K -$27.2K -230 -9%
CCT
1927
Capital City Trust
Florida
$241K +$14.8K +125 +6%
AAS
1928
Annex Advisory Services
Wisconsin
$241K +$101K +856 +57%
SIA
1929
Strategic Investment Advisors
Michigan
$241K +$279K +2,362 New
MIM
1930
Marco Investment Management
Georgia
$240K – – –
WDG
1931
Wealth Dimensions Group
Ohio
$239K – – –
WOC
1932
West Oak Capital
California
$238K -$11.8K -100 -4%
HGERS
1933
Householder Group Estate & Retirement Specialist
Arizona
$238K -$591 -5 -0.2%
WPC
1934
White Pine Capital
Minnesota
$238K +$4.26K +36 +2%
HNW
1935
High Note Wealth
Minnesota
$238K +$275K +2,328 New
WCM
1936
Wedge Capital Management
North Carolina
$237K -$8.99K -76 -3%
IA
1937
IFG Advisory
Georgia
$237K -$237 -2 -0.1%
WAAG
1938
Wealth Alliance Advisory Group
Kansas
$237K +$53.8K +455 +24%
WAOI
1939
Wealth Advisors of Iowa
Iowa
$237K +$274K +2,316 New
JCM
1940
Jacobi Capital Management
Pennsylvania
$236K -$5.2K -44 -2%
CAAS
1941
Capital Asset Advisory Services
Michigan
$235K -$6.15K -52 -2%
DLG
1942
Daniel L. Goodwin
$235K – – –
CI
1943
CX Institutional
Indiana
$234K -$114K -965 -30%
LC
1944
Lavaca Capital
Texas
$234K -$710 -6 -0.3%
CPA
1945
Capital Planning Advisors
California
$233K -$1.35M -11,398 -83%
TWP
1946
Tempus Wealth Planning
California
$233K – – –
MWPCG
1947
Measured Wealth Private Client Group
New Hampshire
$232K +$15.8K +134 +6%
ED
1948
Exane Derivatives
France
$231K -$470K -3,975 -64%
TW
1949
Transform Wealth
Colorado
$231K -$3.48M -29,430 -93%
BFA
1950
Bill Few Associates
Pennsylvania
$231K – – –
76 77
78
79 80