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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1951
Bar Harbor Wealth Management
New Hampshire
$645K -$30.5K -2,080 -5%
W
1952
Wealthquest
Ohio
$645K +$7.33K +500 +1%
NC
1953
NinePointTwo Capital
California
$644K – – –
RWPA
1954
Richard W. Paul & Associates
Michigan
$642K +$645K +43,960 New
SICM
1955
Sustainable Insight Capital Management
New York
$642K -$117K -8,000 -15%
MPCG
1956
Matrix Private Capital Group
New York
$642K -$6.31K -430 -1%
ARG
1957
Advisory Resource Group
Oklahoma
$641K +$64.2K +4,380 +11%
I
1958
INVST
Indiana
$641K +$63.9K +4,360 +15%
NCM
1959
Northside Capital Management
Oregon
$640K +$247K +16,810 +62%
FCB
1960
First County Bank
Connecticut
$639K +$641K +43,730 New
TC
1961
Truvestments Capital
Florida
$639K -$733 -50 -0.1%
MFP
1962
Meridian Financial Partners
Virginia
$638K +$38.6K +2,630 +7%
FANJ
1963
Financial Architects (New Jersey)
New Jersey
$638K +$56.2K +3,830 +10%
TRIA
1964
Trail Ridge Investment Advisors
Colorado
$637K – – –
BC
1965
Burney Company
Virginia
$637K -$98.1K -6,690 -13%
OPWM
1966
Oakwell Private Wealth Management
Texas
$636K +$36.8K +2,510 +6%
CFA
1967
Capstone Financial Advisors
Illinois
$635K -$63.2K -4,310 -9%
CPC
1968
Consolidated Planning Corp
Georgia
$635K +$218K +14,840 +52%
RP
1969
Rowlandmiller & Partners
Georgia
$632K – – –
GG
1970
Golden Green
South Carolina
$632K +$10.9K +740 +2%
CPA
1971
Cardiff Park Advisors
California
$630K -$1.76K -120 -0.3%
6F
1972
626 Financial
Michigan
$629K +$137K +9,370 +28%
SWP
1973
Semus Wealth Partners
Florida
$629K +$631K +43,040 New
AIP
1974
Almanack Investment Partners
Pennsylvania
$628K +$630K +42,940 New
TAM
1975
Todd Asset Management
Kentucky
$627K – – –
77 78
79
80 81