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Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1951
Steigerwald Gordon & Koch
Virginia
$221K -$59.6K -688 -22%
SL
1952
Sentinus LLC
Illinois
$221K -$34.4K -397 -14%
CWM
1953
Centric Wealth Management
Illinois
$221K -$10.1K -117 -5%
CFS
1954
Commonwealth Financial Services
West Virginia
$220K -$33.9K -391 -14%
HCA
1955
Harbour Capital Advisors
Virginia
$219K -$6.33K -73 -3%
AF
1956
Apexium Financial
Texas
$219K -$144K -1,660 -41%
AWA
1957
Archvest Wealth Advisors
California
$218K +$260 +3 +0.1%
GA
1958
Goldstein Advisors
Wisconsin
$217K -$1.39K -16 -0.7%
AM
1959
AGF Management
Ontario, Canada
$217K – – –
HI
1960
Human Investing
Oregon
$217K +$7.63K +88 +4%
WCA
1961
Westover Capital Advisors
Delaware
$217K – – –
BWL
1962
Bogart Wealth LLC
Virginia
$216K +$4.42K +51 +2%
PHAM
1963
Palisades Hudson Asset Management
Florida
$216K – – –
VFG
1964
Victory Financial Group
Texas
$216K -$1.04K -12 -0.5%
HWP
1965
Hibernia Wealth Partners
Louisiana
$215K +$203K +2,340 New
LAM
1966
Lewis Asset Management
California
$215K +$203K +2,342 New
VC
1967
Veracity Capital
Georgia
$214K -$64.8K -748 -24%
SPWG
1968
Syntegra Private Wealth Group
Missouri
$213K +$2.08K +24 +1%
FBFS
1969
First Business Financial Services
Wisconsin
$212K – – –
TSW
1970
Three Seasons Wealth
Utah
$211K +$200K +2,304 New
CCM
1971
Cohen Capital Management
California
$211K – – –
LFP
1972
Lakeshore Financial Planning
Michigan
$210K +$433 +5 +0.2%
ES
1973
ETF Store
Kansas
$210K +$3.81K +44 +2%
MC
1974
Marest Capital
California
$210K +$198K +2,288 New
PSFG
1975
Park Square Financial Group
Georgia
$210K – – –
77 78
79
80 81