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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1951
Sherman Asset Management
California
$181K – – –
VGDSS
1952
VUB Generali dochodkova spravcovska spolocnost
$179K +$180K +2,128 New
CFG
1953
CKW Financial Group
Hawaii
$175K – – –
FHA
1954
Flagship Harbor Advisors
Massachusetts
$172K -$72K -853 -29%
AIC
1955
Archer Investment Corporation
Indiana
$162K -$10.5K -125 -6%
BGAI
1956
Bruce G. Allen Investments
Colorado
$159K -$14.3K -170 -8%
DWA
1957
Dougherty Wealth Advisers
Minnesota
$157K – – –
BIA
1958
Bell Investment Advisors
California
$156K -$15.7K -186 -9%
USB
1959
Union Savings Bank
Connecticut
$154K +$154K +1,827 New
LGWM
1960
Litman Gregory Wealth Management
California
$153K +$154K +1,822 New
SWM
1961
SHP Wealth Management
Massachusetts
$152K +$152K +1,803 New
MSWM
1962
Mowery & Schoenfeld Wealth Management
Illinois
$149K +$11K +130 +8%
SC
1963
SouthState Corp
Florida
$148K +$5.74K +68 +4%
MPW
1964
MASECO Private Wealth
$148K +$148K +1,758 New
PK
1965
Pflug Koory
Nebraska
$147K -$37.5K -445 -20%
OP
1966
ORG Partners
Indiana
$146K -$1.18K -14 -0.8%
LC
1967
Lavaca Capital
Texas
$146K -$253K -3,000 -63%
FRA
1968
Front Row Advisors
California
$145K -$14.8K -175 -9%
LWANC
1969
Laurel Wealth Advisors (North Carolina)
North Carolina
$144K +$145K +1,713 New
MMHP
1970
Murphy Middleton Hinkle & Parker
Georgia
$138K +$1.11M +13,205 New
LIA
1971
Luken Investment Analytics
Tennessee
$136K +$844 +10 +0.6%
SCM
1972
Silvant Capital Management
Georgia
$135K – – –
DE
1973
DV Equities
Illinois
$134K +$135K +1,595 New
SL
1974
Salomon & Ludwin
Virginia
$134K +$6.33K +75 +5%
CA
1975
Crewe Advisors
Utah
$134K +$3.96K +47 +3%
77 78
79
80 81