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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1951
Halbert Hargrove Global Advisors
California
$1.25M +$58.4K +2,330 +5%
WWP
1952
WR Wealth Planners
Missouri
$1.25M +$1.15M +45,710 New
AA
1953
Apriem Advisors
California
$1.25M -$56.7K -2,260 -5%
MPCG
1954
Matrix Private Capital Group
New York
$1.24M -$15.6K -620 -1%
PWMG
1955
Prestige Wealth Management Group
New Jersey
$1.24M +$26.6K +1,060 +2%
PWM
1956
Peterson Wealth Management
Nevada
$1.24M +$232K +9,250 +26%
SN
1957
Sittner & Nelson
Oregon
$1.24M – – –
LCM
1958
LCM Capital Management
Illinois
$1.24M +$49.9K +1,990 +5%
TC
1959
Truvestments Capital
Florida
$1.24M +$92.8K +3,700 +9%
CSPIA
1960
Cary Street Partners Investment Advisory
Virginia
$1.24M +$77K +3,070 +7%
BWP
1961
Baldwin Wealth Partners
Massachusetts
$1.24M +$320K +12,760 +39%
EMFAT
1962
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.24M -$53.7K -2,140 -5%
SAM
1963
Summit Asset Management
Tennessee
$1.24M +$119K +4,750 +12%
EGA
1964
E&G Advisors
Texas
$1.23M -$33.9K -1,350 -3%
MSS
1965
Mitchell Sinkler & Starr
Pennsylvania
$1.23M +$26.3K +1,050 +2%
PCS
1966
Personal CFO Solutions
New Jersey
$1.23M +$68.2K +2,720 +6%
PMFA
1967
Plante Moran Financial Advisors
Michigan
$1.22M -$78K -3,110 -6%
BWM
1968
Biltmore Wealth Management
Arizona
$1.22M +$115K +4,570 +11%
BDS
1969
Banco de Sabadell
Florida
$1.22M +$1.1M +43,860 New
FFC
1970
First Financial Corp
Indiana
$1.22M -$110K -4,400 -9%
BFA
1971
Bragg Financial Advisors
North Carolina
$1.22M +$414K +16,520 +59%
NB
1972
NBT Bank
New York
$1.22M -$80.3K -3,200 -7%
W
1973
Wealthquest
Ohio
$1.21M – – –
1IA
1974
1834 Investment Advisors
Wisconsin
$1.21M -$75.2K -3,000 -6%
ZF
1975
Zhang Financial
Michigan
$1.21M +$594K +23,680 +115%
77 78
79
80 81