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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1926
Valley National Advisers
Pennsylvania
$212K -$2.37K -25 -1%
WCA
1927
Westover Capital Advisors
Delaware
$212K +$224K +2,363 New
PHAM
1928
Palisades Hudson Asset Management
Florida
$211K +$222K +2,348 New
WPW
1929
Winthrop Partners - WNY
New York
$210K +$222K +2,347 New
LWM
1930
LJI Wealth Management
Indiana
$210K +$222K +2,346 New
THCM
1931
Taylor Hoffman Capital Management
Virginia
$210K -$12.5K -132 -5%
MFPI
1932
Midwest Financial Partners Investments
Minnesota
$210K +$222K +2,343 New
OBWG
1933
Onyx Bridge Wealth Group
New York
$210K +$221K +2,341 New
LFP
1934
Lakeshore Financial Planning
Michigan
$210K +$221K +2,340 New
LAM
1935
Lewis Asset Management
California
$209K +$221K +2,337 New
LA
1936
Latitude Advisors
Florida
$209K +$221K +2,337 New
MMPW
1937
Mitchell McLeod Pugh & Williams
Alabama
$209K – – –
MWM
1938
Marion Wealth Management
Pennsylvania
$209K +$378 +4 +0.2%
PAM
1939
Pacific Asset Management
Washington
$209K +$220K +2,330 New
PCH
1940
PGIM Custom Harvest
New Jersey
$209K +$220K +2,329 New
NWM
1941
Northcape Wealth Management
New York
$208K +$220K +2,326 New
JFA
1942
JNBA Financial Advisors
Minnesota
$207K +$9.37K +99 +4%
CWA
1943
Consilium Wealth Advisory
Texas
$207K +$218K +2,309 New
CCM
1944
Cohen Capital Management
California
$206K +$218K +2,302 New
QP
1945
Quilter Plc
United Kingdom
$206K +$218K +2,302 New
MO
1946
McMillan Office
Michigan
$206K – – –
PL
1947
Plancorp LLC
Missouri
$206K +$202K +2,133 New
AA
1948
ABC Arbitrage
France
$206K +$217K +2,299 New
JWA
1949
JFS Wealth Advisors
Pennsylvania
$206K -$13.5K -143 -6%
GA
1950
Goldstein Advisors
Wisconsin
$205K +$217K +2,291 New
76 77
78
79 80