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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1951
Ballast Advisors
Minnesota
$1.44M -$32.7K -160 -2%
AWC
1952
Abundance Wealth Counselors
Pennsylvania
$1.44M +$38.3K +187 +3%
WA
1953
Wealth Alliance
New York
$1.44M +$74.3K +363 +6%
MIAS
1954
Mason Investment Advisory Services
Virginia
$1.44M – – –
OIA
1955
Optimum Investment Advisors
Illinois
$1.43M -$133K -652 -9%
AIL
1956
AGF Investments LLC
Ontario, Canada
$1.43M +$16.6K +81 +1%
SWP
1957
Strategic Wealth Partners
Ohio
$1.43M -$58.1K -284 -4%
CPSC
1958
Carl P. Sherr & Co
Massachusetts
$1.43M -$18K -88 -1%
BCM
1959
Breiter Capital Management
Florida
$1.43M +$614 +3 +0%
RWB
1960
RMR Wealth Builders
New Jersey
$1.42M -$1.37M -6,702 -51%
WCF
1961
West Coast Financial
California
$1.42M – – –
BO
1962
BRR OpCo
Ohio
$1.42M -$78.4K -383 -6%
AWM
1963
Avitas Wealth Management
California
$1.41M +$41.1K +201 +3%
MIM
1964
Moseley Investment Management
Florida
$1.41M +$40.9K +200 +3%
MFP
1965
Meridian Financial Partners
Virginia
$1.4M -$25.8K -126 -2%
LDFR
1966
Lehman & Derafelo Financial Resources
Pennsylvania
$1.4M -$2.05K -10 -0.2%
CPIA
1967
Cornell Pochily Investment Advisors
New York
$1.4M +$128K +627 +11%
BFO
1968
Biltmore Family Office
North Carolina
$1.4M +$24.8K +121 +2%
YIH
1969
Y-Intercept (HK)
Hong Kong
$1.4M +$1.31M +6,421 New
CWM
1970
Chesapeake Wealth Management
Virginia
$1.4M -$796K -3,892 -38%
SFI
1971
SPC Financial Inc
Maryland
$1.39M -$10.2K -50 -0.8%
CASB
1972
Cape Ann Savings Bank
Massachusetts
$1.39M +$1.3M +6,358 New
OC
1973
Oarsman Capital
Wisconsin
$1.39M +$59.3K +290 +5%
CPO
1974
Cerity Partners OCIO
New York
$1.39M +$61.8K +302 +5%
UBV
1975
United Bank (Virginia)
Virginia
$1.38M +$512K +2,500 +65%
77 78
79
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