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Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
1951
Silver Oak Securities
Tennessee
$287K +$82.7K +770 +41%
OCM
1952
Orion Capital Management
California
$286K -$64.9K -604 -19%
SCM
1953
Schnieders Capital Management
California
$286K – – –
DMBA
1954
Deseret Mutual Benefit Administrators
Utah
$286K -$47.5K -442 -14%
CCG
1955
Cypress Capital Group
Florida
$285K -$38.6K -359 -12%
LGA
1956
Lebenthal Global Advisors
New York
$285K +$282K +2,622 New
PWP
1957
Precedent Wealth Partners
Texas
$284K +$282K +2,620 New
LA
1958
LVW Advisors
New York
$283K -$18.2K -169 -6%
BIA
1959
Bell Investment Advisors
California
$283K +$12.7K +118 +5%
ARC
1960
Advisor Resource Council
Texas
$283K +$280K +2,606 New
CBFP
1961
Cedar Brook Financial Partners
Ohio
$283K -$645 -6 -0.2%
ZIC
1962
ZWJ Investment Counsel
Georgia
$282K +$10.7K +100 +4%
ST
1963
Sentinel Trust
Texas
$282K -$33.5K -312 -11%
VFA
1964
Voya Financial Advisors
Connecticut
$282K +$278K +2,591 New
PAG
1965
Paladin Advisory Group
Iowa
$281K -$4.19K -39 -1%
OHWA
1966
Oak Hill Wealth Advisors
Virginia
$281K +$107 +1 +0%
TI
1967
Truepoint Inc
Ohio
$281K +$278K +2,584 New
CFS
1968
Commonwealth Financial Services
West Virginia
$280K +$12.6K +117 +5%
EFG
1969
Everhart Financial Group
Ohio
$280K +$50.6K +471 +22%
TWP
1970
Tempus Wealth Planning
California
$280K +$36.6K +341 +15%
RG
1971
Retirement Group
California
$279K +$269K +2,501 +3,426%
SFG
1972
SNS Financial Group
Minnesota
$279K +$14K +130 +5%
AA
1973
Addison Advisors
Vermont
$278K +$36.6K +341 +15%
HP
1974
HT Partners
Connecticut
$278K – – –
MA
1975
MBA Advisors
Pennsylvania
$278K – – –
77 78
79
80 81