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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1926
Wilkins Investment Counsel
Massachusetts
$254K +$275K +2,700 New
NWM
1927
Northcape Wealth Management
New York
$253K – – –
FOA
1928
Five Oceans Advisors
California
$252K -$1.53K -15 -0.6%
OPW
1929
Oxler Private Wealth
New York
$252K +$273K +2,682 New
LEA
1930
Legacy Edge Advisors
New York
$252K -$4.07K -40 -1%
DP
1931
Denver PWM
Colorado
$251K +$82.2K +808 +40%
IP
1932
Investment Partners
Ohio
$251K +$305 +3 +0.1%
CWA
1933
CM Wealth Advisors
Ohio
$249K -$25.5K -251 -9%
SCM
1934
Schnieders Capital Management
California
$248K +$1.02K +10 +0.4%
EFG
1935
Everhart Financial Group
Ohio
$247K +$4.78K +47 +2%
BHPW
1936
Beverly Hills Private Wealth
California
$246K -$186K -1,824 -41%
PWP
1937
Precedent Wealth Partners
Texas
$246K – – –
VFA
1938
Voya Financial Advisors
Connecticut
$245K +$1.53K +15 +0.6%
ST
1939
Sentinel Trust
Texas
$245K – – –
EWM
1940
Evermay Wealth Management
Virginia
$245K +$15.5K +152 +6%
WAL
1941
W Advisors LLC
Tennessee
$244K +$264K +2,596 New
BIA
1942
Bell Investment Advisors
California
$244K -$1.63K -16 -0.6%
MSR
1943
Main Street Research
Connecticut
$243K -$36.8K -362 -12%
OLVIG
1944
Oliver Lagore Vanvalin Investment Group
Michigan
$243K -$1.4M -13,734 -84%
WA
1945
Wealthstream Advisors
New York
$242K -$15.2K -149 -5%
BWM
1946
BCGM Wealth Management
Indiana
$242K +$17.7K +174 +7%
EA
1947
Everpar Advisors
Oklahoma
$242K -$20.9K -205 -7%
ML
1948
McAdam LLC
Pennsylvania
$242K +$22.6K +222 +9%
MSA
1949
Marino Stram & Associates
Massachusetts
$241K -$64.6K -635 -20%
AHC
1950
Adell Harriman & Carpenter
Texas
$241K -$73.1K -719 -22%
76 77
78
79 80