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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1951
Summit Financial Wealth Advisors
Louisiana
$221K +$218K +2,166 New
LWM
1952
LJI Wealth Management
Indiana
$221K -$18.5K -184 -8%
WSFG
1953
Wall Street Financial Group
Illinois
$221K +$29.8K +296 +16%
JCM
1954
Jacobsen Capital Management
Utah
$220K +$217K +2,152 New
JJBC
1955
James J. Burns & Company
New York
$220K -$9.27K -92 -4%
PE
1956
PCM Encore
Colorado
$220K +$217K +2,151 New
JBA
1957
Johnson Bixby & Associates
Washington
$220K -$63.6K -632 -23%
VBFP
1958
Valtinson Bruner Financial Planning
Minnesota
$219K +$216K +2,145 New
OFP
1959
OFC Financial Planning
New Jersey
$219K +$216K +2,144 New
SHFA
1960
SS&H Financial Advisors
Michigan
$219K +$216K +2,144 New
RWP
1961
Ridgecrest Wealth Partners
California
$218K +$215K +2,133 New
IAG
1962
Investment Advisory Group
Massachusetts
$218K +$215K +2,131 New
VGDSS
1963
VUB Generali dochodkova spravcovska spolocnost
$217K – – –
MCA
1964
MSH Capital Advisors
Arizona
$217K +$214K +2,127 New
BFG
1965
Birch Financial Group
New Hampshire
$217K -$149K -1,481 -41%
XWL
1966
XXI Wealth LLC
Illinois
$217K +$214K +2,120 New
B
1967
Bellecapital
Switzerland
$216K -$412K -4,094 -66%
WPIC
1968
White Pine Investment Company
Michigan
$216K +$213K +2,114 New
PPWM
1969
Paragon Private Wealth Management
Kentucky
$215K +$212K +2,108 New
RHJA
1970
Rice Hall James & Associates
California
$215K +$211K +2,100 New
BOH
1971
Bank of Hawaii
Hawaii
$214K +$211K +2,099 New
TW
1972
Tempo Wealth
Ohio
$214K +$211K +2,093 New
SCA
1973
Stokes Capital Advisors
South Carolina
$212K +$209K +2,075 New
SIAG
1974
Safeguard Investment Advisory Group
California
$212K +$209K +2,073 New
IAS
1975
Integrity Advisory Solutions
Texas
$211K +$208K +2,066 New
77 78
79
80 81