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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1951
Kathmere Capital Management
Pennsylvania
$256K +$226K +2,744 New
SLC
1952
Second Line Capital
Louisiana
$256K +$226K +2,744 New
NRC
1953
New Republic Capital
North Carolina
$255K +$225K +2,730 New
KWM
1954
Keebeck Wealth Management
Illinois
$254K +$224K +2,720 New
PW
1955
Pandora Wealth
Illinois
$252K – – –
CG
1956
Clifford Group
Massachusetts
$252K +$222K +2,702 New
BBA
1957
Braun-Bostich & Associates
Pennsylvania
$252K +$222K +2,698 New
OC
1958
Opinicus Capital
Florida
$251K +$222K +2,693 New
AFAS
1959
Acorn Financial Advisory Services
Virginia
$250K +$221K +2,679 New
QWM
1960
Quaker Wealth Management
New Jersey
$250K +$220K +2,676 New
MSWM
1961
McGlone Suttner Wealth Management
Wisconsin
$249K +$220K +2,671 New
FMWA
1962
Forvis Mazars Wealth Advisors
Missouri
$249K +$220K +2,667 New
FIC
1963
Family Investment Center
Missouri
$248K +$219K +2,659 New
DOA
1964
D'Orazio & Associates
Virginia
$248K -$8.4K -102 -4%
EAM
1965
Empirical Asset Management
Massachusetts
$248K +$218K +2,653 New
AF
1966
AGP Franklin
Tennessee
$247K +$218K +2,645 New
FWA
1967
FSM Wealth Advisors
Ohio
$247K +$210K +2,552 New
SB
1968
Sunflower Bank
Texas
$246K +$217K +2,641 New
SRC
1969
Sage Rhino Capital
California
$245K -$76K -923 -26%
WSCM
1970
Wellington Shields Capital Management
New York
$245K +$16.9K +205 +8%
CSA
1971
Cornerstone Select Advisors
Missouri
$245K -$33.7K -409 -13%
KIA
1972
KCM Investment Advisors
California
$244K +$216K +2,619 New
WIC
1973
Woodmont Investment Counsel
Tennessee
$244K +$215K +2,613 New
4WM
1974
49 Wealth Management
Texas
$244K +$215K +2,612 New
EWA
1975
Evolution Wealth Advisors
Florida
$244K +$215K +2,611 New
77 78
79
80 81