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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1926
Lantz Financial
Illinois
$275K -$60.6K -518 -17%
JFA
1927
Johanson Financial Advisors
California
$274K -$34.7K -296 -11%
EWM
1928
EPG Wealth Management
Georgia
$274K +$22.4K +191 +8%
ESBC
1929
E.S. Barr & Co
Kentucky
$271K – – –
CCM
1930
Condor Capital Management
New Jersey
$271K +$13.8K +118 +5%
DWM
1931
Destination Wealth Management
California
$270K -$61.5K -525 -18%
KFA
1932
Kelleher Financial Advisors
New York
$269K +$286K +2,440 New
FFG
1933
Frisch Financial Group
New York
$268K -$31.7K -271 -10%
IRC
1934
Investors Research Corp
Georgia
$268K – – –
OPCM
1935
Osborne Partners Capital Management
California
$267K -$10.8K -92 -4%
AW
1936
ACG Wealth
Georgia
$267K -$10.1K -86 -3%
GJCM
1937
Grand Jean Capital Management
California
$266K +$234 +2 +0.1%
HTHT
1938
Hemenway Trust Hemenway Trust
New Hampshire
$265K -$1.41K -12 -0.5%
CA
1939
Calton & Associates
Florida
$265K +$7.49K +64 +3%
NWS
1940
Newport Wealth Strategies
California
$265K +$17.6K +150 +7%
ACM
1941
Ategra Capital Management
Virginia
$265K -$3.75K -32 -1%
RTC
1942
Riverview Trust Company
Washington
$264K +$18.1K +155 +7%
NA
1943
Nottingham Advisors
New York
$263K – – –
RPCA
1944
Running Point Capital Advisors
California
$262K -$37K -316 -12%
OWM
1945
Opes Wealth Management
California
$261K -$4.21K -36 -2%
AC
1946
Asio Capital
Kentucky
$260K – – –
CWM
1947
Curi Wealth Management
North Carolina
$259K -$35.1K -300 -11%
PFBT
1948
Parkside Financial Bank & Trust
Missouri
$258K +$10.2K +87 +4%
MWPCG
1949
Measured Wealth Private Client Group
New Hampshire
$257K – – –
RCYC
1950
Richard C. Young & Co
Rhode Island
$256K -$9.2M -78,567 -97%
76 77
78
79 80