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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1926
World Investment Advisors
California
$483K +$124K +3,501 +38%
VFPW
1927
Vantage Financial Partners (Wisconsin)
Wisconsin
$482K +$8.53K +241 +2%
LGWM
1928
Litman Gregory Wealth Management
California
$482K -$198K -5,604 -30%
CAMV
1929
Concord Asset Management (Virginia)
Virginia
$481K +$31.3K +885 +7%
KA
1930
Klingman & Associates
New York
$481K +$21.4K +604 +5%
HGERS
1931
Householder Group Estate & Retirement Specialist
Arizona
$480K -$32.8K -928 -7%
FCIM
1932
Fairview Capital Investment Management
California
$479K – – –
CIM
1933
CIM Investment Management
Pennsylvania
$478K – – –
WMP
1934
Wealth Management Partners
Arizona
$478K -$35.2K -995 -7%
WA
1935
Wealth Architects
California
$478K -$45.4K -1,283 -9%
LWA
1936
Lantern Wealth Advisors
New York
$477K +$447K +12,646 New
TT
1937
TI-Trust
Illinois
$476K – – –
TCM
1938
Tributary Capital Management
Nebraska
$475K -$14.2K -400 -3%
FSCM
1939
Front Street Capital Management
Montana
$475K +$6.26K +177 +1%
PWM
1940
PBMares Wealth Management
Virginia
$475K +$71.2K +2,013 +19%
AWS
1941
Arkfeld Wealth Strategies
Nebraska
$475K +$6.47K +183 +2%
SCA
1942
SMH Capital Advisors
Texas
$474K -$5.87K -166 -1%
AC
1943
Apella Capital
Connecticut
$473K +$12.3K +348 +3%
NAG
1944
Northstar Advisory Group
New Jersey
$472K +$79.4K +2,245 +22%
DBIA
1945
Dumont & Blake Investment Advisors
New Jersey
$471K -$38.5K -1,088 -8%
APW
1946
Aurora Private Wealth
New Jersey
$470K +$38.5K +1,088 +10%
WDG
1947
Wealth Dimensions Group
Ohio
$470K -$5.7K -161 -1%
CCP
1948
Cassia Capital Partners
North Carolina
$470K -$6.69K -189 -1%
BBNA
1949
Bremer Bank National Association
Minnesota
$470K -$25.8K -728 -6%
WP
1950
Westmount Partners
California
$469K +$18.3K +516 +4%
76 77
78
79 80