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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1926
Sheets Smith Wealth Management
North Carolina
$456K -$559K -24,556 -54%
TCOK
1927
Trust Company of Kansas
Kansas
$456K -$34.6K -1,523 -7%
CWA
1928
Clearview Wealth Advisors
Oregon
$456K +$6.12K +269 +1%
ACWM
1929
Adams Chetwood Wealth Management
North Carolina
$455K -$316K -13,897 -40%
SW
1930
SlateStone Wealth
Florida
$455K – – –
GSEP
1931
Golden State Equity Partners
California
$454K +$243K +10,678 +105%
ALAM
1932
Asahi Life Asset Management
Japan
$453K -$200K -8,778 -30%
SC
1933
Saybrook Capital
North Carolina
$452K – – –
HI
1934
Harrington Investments
California
$452K +$31.4K +1,382 +7%
PIC
1935
Portland Investment Counsel
Ontario, Canada
$452K +$175K +7,679 +59%
PWM
1936
Paulson Wealth Management
Illinois
$450K -$39.5K -1,737 -8%
SF
1937
Summit Financial
New Jersey
$445K +$465K +20,464 New
MCM
1938
Manchester Capital Management
Vermont
$444K -$147K -6,481 -24%
WIA
1939
World Investment Advisors
California
$443K -$219K -9,614 -32%
CFO
1940
CVA Family Office
Colorado
$443K -$100K -4,416 -18%
BPB
1941
Badgley, Phelps & Bell
Washington
$443K -$40.7K -1,790 -8%
ISWM
1942
Independent Solutions Wealth Management
New York
$442K -$254K -11,160 -35%
PPSG
1943
Princeton Portfolio Strategies Group
New Jersey
$442K -$378K -16,616 -45%
QI
1944
Qtron Investments
Massachusetts
$442K -$126K -5,531 -21%
OIM
1945
Oder Investment Management
California
$442K +$38.1K +1,676 +9%
PFWA
1946
Paces Ferry Wealth Advisors
Georgia
$441K +$13.4K +589 +3%
BCP
1947
Blue Chip Partners
Michigan
$440K +$5.75K +253 +1%
SWM
1948
Shakespeare Wealth Management
Wisconsin
$439K -$12.8K -564 -3%
SFO
1949
Standard Family Office
South Dakota
$438K – – –
CCA
1950
Column Capital Advisors
Indiana
$435K -$2.75K -121 -0.6%
76 77
78
79 80