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Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1951
First Business Financial Services
Wisconsin
$510K – – –
ONGA
1952
O'Neil Global Advisors
California
$509K -$32.9K -2,080 -5%
GFS
1953
GYL Financial Synergies
Connecticut
$508K +$38.7K +2,450 +6%
EC
1954
Enhancing Capital
Pennsylvania
$507K – – –
CL
1955
Choreo LLC
Illinois
$503K -$40.2K -2,540 -6%
CWG
1956
Crown Wealth Group
North Carolina
$503K +$96K +6,070 +17%
HTC
1957
Haverford Trust Company
Pennsylvania
$501K +$243K +15,340 +59%
HCM
1958
Highlander Capital Management
New Jersey
$500K – – –
SCM
1959
Spreng Capital Management
Ohio
$499K -$262K -16,550 -29%
AMM
1960
American Money Management
California
$499K +$257K +16,230 +65%
OPWM
1961
Oakwell Private Wealth Management
Texas
$498K +$2.69K +170 +0.4%
RWA
1962
Ropes Wealth Advisors
Massachusetts
$497K +$121K +7,650 +23%
CWS
1963
Confluence Wealth Services
Pennsylvania
$496K -$885K -55,950 -58%
GWS
1964
Glassman Wealth Services
Virginia
$496K -$76.5K -4,840 -11%
GC
1965
Grimes & Company
Massachusetts
$496K +$64.5K +4,080 +11%
MWPCG
1966
Measured Wealth Private Client Group
New Hampshire
$494K +$474 +30 +0.1%
FCCM
1967
First City Capital Management
Georgia
$494K +$231K +14,600 +56%
AWP
1968
Abacus Wealth Partners
California
$493K -$45.8K -2,900 -7%
PHAM
1969
Palisades Hudson Asset Management
Florida
$492K +$6.17K +390 +1%
BCWM
1970
Bartlett & Co Wealth Management
Ohio
$491K +$949 +60 +0.1%
BC
1971
Bartlett & Co
Ohio
$491K +$949 +60 +0.1%
MA
1972
Modus Advisors
Minnesota
$491K +$13.9K +880 +2%
IP
1973
Ignite Planners
California
$489K +$254K +16,050 +70%
CCM
1974
Crew Capital Management
Ohio
$486K -$14.5K -920 -2%
FWA
1975
FSM Wealth Advisors
Ohio
$486K +$633K +40,070 New
77 78
79
80 81