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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1951
Lynx Investment Advisory
District of Columbia
$552K +$488K +2,790 New
NFA
1952
Northwest Financial Advisors
Virginia
$549K -$16.4K -94 -3%
VCM
1953
Versant Capital Management
Arizona
$549K +$157K +897 +48%
BCP
1954
Blackhawk Capital Partners
Wisconsin
$548K – – –
VBFG
1955
Vishria Bird Financial Group
Tennessee
$548K +$6.82K +39 +1%
RFWA
1956
RPg Family Wealth Advisory
Massachusetts
$547K +$27.1K +155 +6%
DP
1957
Dearborn Partners
Illinois
$547K -$9.26K -53 -2%
BBA
1958
Braun-Bostich & Associates
Pennsylvania
$546K +$18K +103 +4%
WCG
1959
Weaver Consulting Group
California
$545K +$34.1K +195 +8%
ST
1960
Spinnaker Trust
Maine
$545K -$22.7K -130 -5%
EWM
1961
Evermay Wealth Management
Virginia
$544K -$61K -349 -11%
FA
1962
Fermata Advisors
California
$544K -$37.1K -212 -7%
CMA
1963
Cedar Mountain Advisors
Oregon
$543K +$1.57K +9 +0.3%
FFG
1964
Frisch Financial Group
New York
$542K +$41.2K +236 +9%
CSB
1965
City State Bank
Iowa
$540K +$260K +1,485 +119%
SA
1966
SRH Advisors
Kansas
$539K – – –
TVAMP
1967
Tennessee Valley Asset Management Partners
Tennessee
$539K -$30.8K -176 -6%
CPA
1968
Capital Planning Advisors
California
$539K -$55.1K -315 -10%
IB
1969
Iyo Bank
Japan
$538K – – –
GWM
1970
Greenwich Wealth Management
Connecticut
$538K +$25.3K +145 +6%
AF
1971
Apexium Financial
Texas
$537K -$12.1K -69 -2%
TWP
1972
Total Wealth Planning
Ohio
$536K +$32K +183 +10%
BCG
1973
Breakwater Capital Group
New Jersey
$536K +$110K +629 +30%
ERIM
1974
Eagle Ridge Investment Management
Connecticut
$535K – – –
BFM
1975
Boston Financial Management
Massachusetts
$533K -$5.07K -29 -1%
77 78
79
80 81