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Name Holding Trade Value Shares
Change 		Change in
Stake
DLG
1951
Daniel L. Goodwin
$254K – – –
WDG
1952
Wealth Dimensions Group
Ohio
$253K – – –
BEW
1953
Burton Enright Welch
California
$253K -$16.5K -141 -6%
WPC
1954
White Pine Capital
Minnesota
$253K – – –
BFG
1955
Bouchey Financial Group
New York
$253K -$40.1K -343 -13%
V
1956
ViaWealth
Kansas
$250K -$18.7K -160 -7%
BFA
1957
Bill Few Associates
Pennsylvania
$250K – – –
SOW
1958
State of Wyoming
Wyoming
$250K +$265K +2,262 New
SWM
1959
Stockman Wealth Management
Montana
$249K -$29.4K -251 -10%
EGA
1960
E&G Advisors
Texas
$248K – – –
MCM
1961
McRae Capital Management
New Jersey
$248K – – –
ODG
1962
O'Dell Group
Ohio
$248K +$117 +1 +0%
DWA
1963
Delap Wealth Advisory
Oregon
$247K -$194K -1,661 -43%
TWP
1964
Tempus Wealth Planning
California
$247K – – –
WOC
1965
West Oak Capital
California
$246K – – –
RB
1966
Renasant Bank
Mississippi
$246K -$11.6K -99 -4%
SFG
1967
StrategIQ Financial Group
Indiana
$246K +$21.3K +182 +9%
AIS
1968
American Investment Services
Massachusetts
$245K -$2.38M -20,345 -90%
TC
1969
Truvestments Capital
Florida
$245K – – –
CIP
1970
Convergence Investment Partners
Florida
$245K -$9.24K -79 -3%
JWM
1971
Jeppson Wealth Management
California
$244K – – –
MWPCG
1972
Measured Wealth Private Client Group
New Hampshire
$244K +$16.4K +140 +7%
MW
1973
MBL Wealth
North Carolina
$244K -$13.1K -112 -5%
SWP
1974
Strategic Wealth Partners
Ohio
$244K -$90.2K -771 -26%
PWM
1975
Paulson Wealth Management
Illinois
$244K +$31K +265 +14%
77 78
79
80 81