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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1951
Bay Colony Advisors
Massachusetts
$489K -$100K -462 -15%
CHJWM
1952
Carlton Hofferkamp & Jenks Wealth Management
Texas
$487K -$115K -533 -15%
CCMD
1953
Cypress Capital Management (Delaware)
Delaware
$487K +$76.6K +354 +16%
IWN
1954
Independent Wealth Network
Iowa
$483K +$55.2K +255 +11%
MCM
1955
Marathon Capital Management
Maryland
$482K -$400K -1,848 -42%
CCA
1956
Childress Capital Advisors
Texas
$480K -$73.4K -339 -12%
BWA
1957
Bordeaux Wealth Advisors
California
$479K +$550K +2,540 New
WTB
1958
Washington Trust Bank
Washington
$479K +$550K +2,540 New
CSPIA
1959
Cary Street Partners Investment Advisory
Virginia
$477K +$280K +1,294 +105%
HIIFS
1960
Harel Insurance Investments & Financial Services
Israel
$475K +$122K +566 +29%
NAMP
1961
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$475K +$545K +2,520 New
HWM
1962
Hohimer Wealth Management
Washington
$474K +$180K +830 +49%
FWM
1963
Fingerlakes Wealth Management
New York
$474K +$541K +2,500 New
VC
1964
Veery Capital
Delaware
$472K +$3.68K +17 +0.7%
PGH
1965
Partners Group Holding
Switzerland
$469K – – –
WMC
1966
Westwood Management Corporation
Illinois
$469K – – –
ACM
1967
Adalta Capital Management
New York
$468K – – –
IGGA
1968
Iron Gate Global Advisors
Utah
$468K +$38.7K +179 +8%
KPW
1969
Kore Private Wealth
New York
$465K -$412K -1,903 -44%
TA
1970
Tectonic Advisors
Texas
$464K – – –
WPC
1971
Waters Parkerson & Co
Louisiana
$463K +$234K +1,081 +79%
AWS
1972
Arkfeld Wealth Strategies
Nebraska
$462K – – –
PWMG
1973
Pinnacle Wealth Management Group
Michigan
$462K +$4.54K +21 +0.9%
BG
1974
Bahl & Gaynor
Ohio
$462K +$5.41K +25 +1%
SW
1975
StrongBox Wealth
Missouri
$462K +$216K +997 +69%
77 78
79
80 81