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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1951
Somerset Trust
Pennsylvania
$1.89M -$382K -862 -17%
UAM
1952
Unison Asset Management
Florida
$1.88M – – –
PWM
1953
Pines Wealth Management
North Carolina
$1.88M -$42.6K -96 -2%
SCM
1954
Saxony Capital Management
Missouri
$1.88M +$40.3K +91 +2%
RC
1955
Rovin Capital
Arizona
$1.88M +$339K +765 +22%
FSA
1956
Financial Security Advisor
Virginia
$1.87M +$103K +232 +6%
WI
1957
WBI Investments
New Jersey
$1.87M -$143K -323 -7%
CWMS
1958
Cannon Wealth Management Services
North Carolina
$1.87M +$15.5K +35 +0.8%
WIM
1959
Wiregrass Investment Management
Georgia
$1.87M +$1.84M +4,161 New
LCGC
1960
Legacy Capital Group California
California
$1.87M +$98.9K +223 +6%
CPIA
1961
Cornell Pochily Investment Advisors
New York
$1.87M – – –
BFG
1962
Bouchey Financial Group
New York
$1.87M +$195K +441 +12%
TA
1963
TrueWealth Advisors
Alabama
$1.87M -$158K -356 -8%
JC
1964
JB Capital
Connecticut
$1.86M -$108K -243 -6%
WA
1965
Winter & Associates
Minnesota
$1.86M +$1.83M +4,139 New
WWM
1966
Walser Wealth Management
Florida
$1.86M +$1.83M +4,130 New
UWS
1967
Unique Wealth Strategies
Illinois
$1.86M +$14.2K +32 +0.8%
SFWC
1968
Strategic Family Wealth Counselors
New Jersey
$1.86M +$751K +1,695 +62%
SGA
1969
Strategic Global Advisors
California
$1.86M +$1.83M +4,125 New
F4L
1970
Fortune 45 LLC
Louisiana
$1.85M +$11.5K +26 +0.6%
B
1971
Bellecapital
Switzerland
$1.85M -$11.1K -25 -0.6%
CA
1972
CV Advisors
Florida
$1.85M +$139K +314 +8%
PCM
1973
Presidio Capital Management
California
$1.85M +$49.6K +112 +3%
BWM
1974
Bosman Wealth Management
California
$1.85M +$43.9K +99 +2%
OPW
1975
Oxler Private Wealth
New York
$1.84M +$34.6K +78 +2%
77 78
79
80 81