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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1926
Oxford Financial Group
Indiana
$482K +$9.42K +54 +2%
PAM
1927
Pegasus Asset Management
New York
$481K -$523 -3 -0.1%
KWA
1928
Kellett Wealth Advisors
Ohio
$481K +$19.2K +110 +5%
EWM
1929
Evermay Wealth Management
Virginia
$480K +$73.8K +423 +22%
KCM
1930
KRS Capital Management
Michigan
$479K -$23.6K -135 -6%
OC
1931
Oakworth Capital
Alabama
$479K – – –
BBA
1932
Braun-Bostich & Associates
Pennsylvania
$479K +$403K +2,309 New
APW
1933
Aurora Private Wealth
New Jersey
$475K -$368K -2,108 -48%
WFAG
1934
Wescott Financial Advisory Group
Pennsylvania
$474K +$50.9K +292 +15%
BWM
1935
BCGM Wealth Management
Indiana
$474K +$398K +2,284 New
CIA
1936
Cohen Investment Advisors
New Hampshire
$474K – – –
PWA
1937
Peterson Wealth Advisors
Utah
$472K +$4.19K +24 +1%
BIAS
1938
Beacon Investment Advisory Services
New Jersey
$471K +$3.14K +18 +0.8%
KTC
1939
Kistler-Tiffany Companies
Pennsylvania
$471K -$24.2K -139 -6%
SMH
1940
Sanders Morris Harris
Texas
$471K -$26.2K -150 -6%
KWMG
1941
King Wealth Management Group
Florida
$470K -$10.8K -62 -3%
WP
1942
WealthShield Partners
North Carolina
$470K -$11.7K -67 -3%
MC
1943
Maverick Capital
Texas
$470K +$395K +2,265 New
CWM
1944
Catalyst Wealth Management
Georgia
$469K +$10.1K +58 +3%
PSP
1945
Pacific Sage Partners
Washington
$469K +$523 +3 +0.1%
SIG
1946
Sargent Investment Group
Maryland
$468K +$18.1K +104 +5%
FMC
1947
First Merchants Corp
Indiana
$468K +$8.72K +50 +2%
SPIO
1948
Seven Post Investment Office
California
$467K – – –
SI
1949
Sprott Inc
Ontario, Canada
$467K – – –
MCCP
1950
Mission Creek Capital Partners
California
$466K -$69.8K -400 -15%
76 77
78
79 80