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Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
1951
Annis Gardner Whiting Capital Advisors
Florida
$2.53M +$2.61M +58,180 New
MA
1952
MCF Advisors
Kentucky
$2.52M +$15.2K +340 +0.6%
PWM
1953
Pinnacle Wealth Management
California
$2.52M +$58.7K +1,310 +2%
TI
1954
Truepoint Inc
Ohio
$2.52M +$1.87M +41,760 +260%
TA
1955
TFB Advisors
Kansas
$2.51M -$212K -4,740 -8%
CAL
1956
Capital Analysts LLC
Pennsylvania
$2.51M +$167K +3,730 +7%
PJSIMP
1957
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.5M -$39.4K -880 -1%
HCP
1958
Hexagon Capital Partners
Arkansas
$2.5M -$4.03K -90 -0.2%
BCMLT
1959
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.48M – – –
PAM
1960
Paradigm Asset Management
New York
$2.48M -$89.6K -2,000 -3%
MWA
1961
Meridian Wealth Advisors
Texas
$2.48M -$181K -4,040 -7%
LCM
1962
LCM Capital Management
Illinois
$2.47M +$215K +4,790 +9%
VFA
1963
Voya Financial Advisors
Connecticut
$2.47M +$160K +3,580 +7%
SC
1964
Shay Capital
New York
$2.47M +$73.9K +1,650 +3%
CWA
1965
Clarity Wealth Advisors
California
$2.46M -$31.4K -700 -1%
FNBTCON
1966
First National Bank & Trust Co of Newtown
Pennsylvania
$2.46M -$22.4K -500 -0.9%
FWTB
1967
First Western Trust Bank
Colorado
$2.46M -$264K -5,890 -9%
AI
1968
Atom Investors
Texas
$2.46M +$818K +18,250 +48%
WAG
1969
Windsor Advisory Group
Ohio
$2.45M +$1.95M +43,500 +336%
TWM
1970
TriaGen Wealth Management
California
$2.45M +$448 +10 +0%
OPA
1971
Old Port Advisors
Maine
$2.45M +$2.52M +56,300 New
CT
1972
Clearstead Trust
Maine
$2.44M +$2.42M +53,910 +2,428%
FH
1973
FWG Holdings
Florida
$2.44M +$96.3K +2,150 +4%
TWM
1974
Triton Wealth Management
Arizona
$2.44M +$46.6K +1,040 +2%
WG
1975
Winton Group
United Kingdom
$2.44M -$540K -12,050 -18%
77 78
79
80 81