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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1951
Edge Capital Group
Georgia
$412K -$71.5K -345 -16%
LC
1952
Lindbrook Capital
California
$411K +$15.3K +74 +4%
SIA
1953
Soltis Investment Advisors
Utah
$408K +$361K +1,744 New
RCG
1954
Rock Creek Group
District of Columbia
$407K +$133K +641 +58%
BOPW
1955
Brandywine Oak Private Wealth
Pennsylvania
$405K -$47.2K -228 -12%
CCM
1956
Chickasaw Capital Management
Tennessee
$405K – – –
RCA
1957
Ranch Capital Advisors
Florida
$404K +$41.4K +200 +13%
RT
1958
Rockland Trust
Massachusetts
$404K +$68.8K +332 +24%
HI
1959
Hudock Inc
Pennsylvania
$404K +$91.8K +443 +35%
SW
1960
StrongBox Wealth
Missouri
$403K +$144K +696 +68%
CWA
1961
Clarus Wealth Advisors
Arizona
$402K +$351K +1,694 New
AWM
1962
Absher Wealth Management
North Carolina
$401K +$2.9K +14 +0.8%
BMC
1963
Benin Management Corp
Connecticut
$400K +$414 +2 +0.1%
PWAP
1964
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$399K +$12.4K +60 +4%
PAM
1965
Private Asset Management
California
$396K – – –
TP
1966
Tranquility Partners
Tennessee
$395K – – –
FSA
1967
Fort Sheridan Advisors
Illinois
$395K +$12.6K +61 +4%
PIA
1968
Pinion Investment Advisors
Kansas
$395K +$85.4K +412 +32%
PL
1969
Parthenon LLC
Kentucky
$394K – – –
LCM
1970
Leisure Capital Management
California
$394K +$10.4K +50 +3%
FPCP
1971
Fort Point Capital Partners
California
$393K -$20.7K -100 -6%
CCG
1972
Cypress Capital Group
Florida
$393K -$19.1K -92 -5%
DFG
1973
Demars Financial Group
Washington
$390K -$7.04K -34 -2%
SHA
1974
Seneca House Advisors
Virginia
$390K +$345K +1,666 New
EAM
1975
Evanson Asset Management
California
$389K +$15.5K +75 +5%
77 78
79
80 81