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Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1951
Archford Capital Strategies
Illinois
$254K – – –
TPWA
1952
TRUE Private Wealth Advisors
Oregon
$254K -$63.7K -3,201 -22%
MIC
1953
Means Investment Company
Maine
$253K +$696 +35 +0.3%
WJA
1954
Willis Johnson & Associates
Texas
$253K -$39.7K -1,997 -15%
TA
1955
TFB Advisors
Kansas
$253K +$2.83K +142 +1%
PPH
1956
Pure Portfolios Holdings
Oregon
$252K +$228K +11,460 New
RWM
1957
Rockline Wealth Management
New York
$252K – – –
CWM
1958
Collaborative Wealth Management
Florida
$252K +$18.4K +926 +9%
EB
1959
Exchange Bank
California
$251K – – –
KA
1960
Klingman & Associates
New York
$251K -$2.94K -148 -1%
RFS
1961
Richardson Financial Services
Massachusetts
$251K – – –
OCBCO
1962
Oversea-Chinese Banking Corp (OCBC)
Singapore
$250K -$222K -11,153 -49%
WCFA
1963
Walkner Condon Financial Advisors
Wisconsin
$250K -$4.16K -209 -2%
CFG
1964
Clayton Financial Group
Missouri
$250K +$8.2K +412 +4%
IA
1965
Insight Advisors
Pennsylvania
$250K +$12.8K +642 +6%
WMA
1966
West Michigan Advisors
Michigan
$249K +$225K +11,322 New
BIG
1967
Builder Investment Group
Georgia
$249K -$60 -3 -0%
OWA
1968
Opal Wealth Advisors
New York
$248K +$78.7K +3,955 +54%
GBT
1969
Grove Bank & Trust
Florida
$248K -$27.7K -1,393 -11%
POIA
1970
Pin Oak Investment Advisors
Texas
$248K – – –
FWA
1971
FSM Wealth Advisors
Ohio
$248K -$19.2K -967 -8%
SFG
1972
SevenBridge Financial Group
Pennsylvania
$248K -$13.4K -675 -6%
CWM
1973
Connecticut Wealth Management
Connecticut
$247K -$89K -4,473 -28%
HL
1974
HeadInvest LLC
Maine
$247K -$2.43K -122 -1%
AI
1975
Accredited Investors
Minnesota
$247K +$139 +7 +0.1%
77 78
79
80 81