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Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
1951
WC Walker & Associates
California
$596K +$142K +423 +33%
MCA
1952
MSH Capital Advisors
Arizona
$595K +$566K +1,689 New
HC
1953
HNP Capital
New York
$593K – – –
VRM
1954
Vectors Research Management
New York
$593K – – –
GB
1955
Goepper Burkhardt
South Carolina
$592K – – –
SSW
1956
Smith Shellnut Wilson
Mississippi
$587K – – –
BFA
1957
Bragg Financial Advisors
North Carolina
$585K – – –
WI
1958
Wintrust Investments
Illinois
$580K -$3.92M -11,688 -88%
AIA
1959
Angeles Investment Advisors
California
$580K -$136K -405 -20%
W
1960
Wealthquest
Ohio
$580K -$2.01K -6 -0.4%
PFA
1961
Professional Financial Advisors
Nebraska
$579K +$9.06K +27 +2%
IF
1962
IRON Financial
Illinois
$578K -$440K -1,311 -44%
SC
1963
Sierra Capital
Florida
$578K +$57.4K +171 +12%
VCP
1964
Vista Capital Partners
Oregon
$578K +$550K +1,641 New
SSWM
1965
Sheets Smith Wealth Management
North Carolina
$577K – – –
AP
1966
Arlington Partners
Alabama
$577K +$208K +621 +61%
WGCA
1967
Wolf Group Capital Advisors
Virginia
$577K +$549K +1,638 New
VWM
1968
Venturi Wealth Management
Texas
$575K -$29.2K -87 -5%
KC
1969
Kinloch Capital
Virginia
$575K +$39.2K +117 +8%
FWI
1970
Facet Wealth Inc
Maryland
$574K -$94.6K -282 -15%
AIM
1971
Alphinity Investment Management
Australia
$572K +$544K +1,623 New
SWA
1972
Sax Wealth Advisors
New Jersey
$572K +$544K +1,623 New
RWG
1973
Regal Wealth Group
California
$571K -$6.04K -18 -1%
SWM
1974
Salvus Wealth Management
New Jersey
$571K +$30.2K +90 +6%
SFG
1975
Steward Financial Group
Texas
$571K +$544K +1,623 New
77 78
79
80 81