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Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1951
Private Wealth Asset Management
Iowa
$466K +$495K +3,035 New
OHWP
1952
Oak Harbor Wealth Partners
North Carolina
$466K +$494K +3,031 New
BRM
1953
Boston Research & Management
Massachusetts
$464K – – –
KIG
1954
Kennedy Investment Group
New Jersey
$462K +$1.63K +10 +0.3%
PCA
1955
Prosperity Capital Advisors
Ohio
$462K -$18.6K -114 -4%
JEST
1956
JTC Employer Solutions Trustee
Jersey
$461K – – –
AAP
1957
Aristotle Atlantic Partners
Florida
$461K – – –
AWP
1958
Axis Wealth Partners
Rhode Island
$461K +$652 +4 +0.1%
CCA
1959
Childress Capital Advisors
Texas
$460K +$32.6K +200 +7%
CA
1960
Cambridge Advisors
Nebraska
$460K – – –
SA
1961
Strategic Advocates
Utah
$460K +$69.9K +429 +17%
ICP
1962
Interchange Capital Partners
Pennsylvania
$460K +$3.91K +24 +0.8%
SIM
1963
Sentry Investment Management
Wisconsin
$460K -$173K -1,060 -23%
HCC
1964
Hirtle Callaghan & Co
Pennsylvania
$458K – – –
ZIC
1965
ZWJ Investment Counsel
Georgia
$457K -$45.5K -279 -9%
MFG
1966
Magnus Financial Group
New York
$456K +$652 +4 +0.1%
OL
1967
OneFund LLC
Florida
$455K -$5.54K -34 -1%
GWAG
1968
Garrett Wealth Advisory Group
Texas
$455K +$34.4K +211 +8%
FA
1969
Financial Alternatives
California
$455K – – –
WMWM
1970
Whitaker-Myers Wealth Managers
Ohio
$455K +$483K +2,961 New
WA
1971
Whipplewood Advisors
Colorado
$454K +$31.5K +193 +7%
CCA
1972
Catalyst Capital Advisors
New York
$454K +$164K +1,008 +52%
WAM
1973
Wilsey Asset Management
California
$454K +$2.28K +14 +0.5%
TP
1974
Tranquility Partners
Tennessee
$454K – – –
SWA
1975
Strategies Wealth Advisors
Michigan
$453K +$481K +2,950 New