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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1951
Aveo Capital Partners
Colorado
$323K -$5.19K -46 -2%
CAP
1952
Columbia Advisory Partners
Washington
$322K +$311K +2,756 New
MWP
1953
Meridian Wealth Partners
Pennsylvania
$321K +$1.47K +13 +0.5%
CC
1954
Copperleaf Capital
North Carolina
$321K +$51.3K +455 +20%
TFF
1955
The Family Firm
Maryland
$319K +$1.13K +10 +0.4%
MSA
1956
McAlister Sweet & Associates
Texas
$319K +$307K +2,725 New
CC
1957
Cadinha & Co
Hawaii
$318K -$2.91M -25,783 -90%
ML
1958
McAdam LLC
Pennsylvania
$318K -$15.1K -134 -5%
MCM
1959
Monument Capital Management
Virginia
$317K -$113 -1 -0%
KFI
1960
Key Financial Inc
Pennsylvania
$317K +$9.13K +81 +3%
IF
1961
Integrity Financial
Wyoming
$317K +$306K +2,714 New
WAOI
1962
Wealth Advisors of Iowa
Iowa
$316K -$20.5K -182 -6%
CMA
1963
Cedar Mountain Advisors
Oregon
$314K +$1.13K +10 +0.4%
BFC
1964
Blue Fin Capital
Rhode Island
$313K -$29.8K -264 -9%
NFSG
1965
Newbridge Financial Services Group
Florida
$313K +$44.8K +397 +17%
HA
1966
Hofer & Associates
California
$313K +$302K +2,679 New
OPCM
1967
Osborne Partners Capital Management
California
$312K +$27.4K +243 +10%
LCM
1968
Lewis Capital Management
California
$312K +$301K +2,666 New
AWA
1969
Arete Wealth Advisors
Illinois
$311K -$1.01M -8,973 -76%
CFG
1970
Cooper Financial Group
California
$311K -$175K -1,553 -37%
LF
1971
LifeSteps Financial
California
$311K -$6.31K -56 -2%
ITIM
1972
Indiana Trust & Investment Management
Indiana
$311K – – –
LCM
1973
Liberty Capital Management
Michigan
$311K – – –
GCA
1974
Gradient Capital Advisors
California
$311K +$113 +1 +0%
AIA
1975
Angeles Investment Advisors
California
$311K +$300K +2,659 New
77 78
79
80 81