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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAG
1951
ARS Wealth Advisors Group
Florida
$254K +$3.86K +33 +1%
PSF
1952
Pacific Sun Financial
California
$254K +$242K +2,071 New
DLG
1953
Daniel L. Goodwin
$254K – – –
WDG
1954
Wealth Dimensions Group
Ohio
$253K – – –
BEW
1955
Burton Enright Welch
California
$253K -$16.5K -141 -6%
WPC
1956
White Pine Capital
Minnesota
$253K – – –
BFG
1957
Bouchey Financial Group
New York
$253K -$40.1K -343 -13%
V
1958
ViaWealth
Kansas
$250K -$18.7K -160 -7%
BFA
1959
Bill Few Associates
Pennsylvania
$250K – – –
SOW
1960
State of Wyoming
Wyoming
$250K +$265K +2,262 New
SWM
1961
Stockman Wealth Management
Montana
$249K -$29.4K -251 -10%
EGA
1962
E&G Advisors
Texas
$248K – – –
MCM
1963
McRae Capital Management
New Jersey
$248K – – –
ODG
1964
O'Dell Group
Ohio
$248K +$117 +1 +0%
DWA
1965
Delap Wealth Advisory
Oregon
$247K -$194K -1,661 -43%
TWP
1966
Tempus Wealth Planning
California
$247K – – –
WOC
1967
West Oak Capital
California
$246K – – –
RB
1968
Renasant Bank
Mississippi
$246K -$11.6K -99 -4%
SFG
1969
StrategIQ Financial Group
Indiana
$246K +$21.3K +182 +9%
AIS
1970
American Investment Services
Massachusetts
$245K -$2.38M -20,345 -90%
TC
1971
Truvestments Capital
Florida
$245K – – –
CIP
1972
Convergence Investment Partners
Florida
$245K -$9.24K -79 -3%
JWM
1973
Jeppson Wealth Management
California
$244K – – –
MWPCG
1974
Measured Wealth Private Client Group
New Hampshire
$244K +$16.4K +140 +7%
MW
1975
MBL Wealth
North Carolina
$244K -$13.1K -112 -5%
77 78
79
80 81