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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
1951
Strategic Family Wealth Counselors
New Jersey
$751K +$1.82K +33 +0.2%
MCM
1952
Manchester Capital Management
Vermont
$750K +$169K +3,052 +28%
QI
1953
Qtron Investments
Massachusetts
$746K -$485K -8,776 -39%
WGA
1954
Weather Gauge Advisory
Virginia
$743K -$10.8K -195 -1%
BBNA
1955
Bremer Bank National Association
Minnesota
$743K +$24.2K +437 +3%
MSU
1956
Mizuho Securities USA
New York
$741K +$29.6K +536 +4%
FB
1957
First Bancorp
Maine
$740K +$758K +13,700 New
SIA
1958
Soltis Investment Advisors
Utah
$738K +$75.6K +1,366 +11%
JCIA
1959
Jackson Creek Investment Advisors
Colorado
$734K +$58K +1,049 +8%
PH
1960
Pinnacle Holdings
Oklahoma
$733K -$28.3K -512 -4%
WA
1961
WP Advisors
California
$733K -$49.4K -893 -6%
AAM
1962
AMI Asset Management
California
$733K +$5.37K +97 +0.7%
AAP
1963
Arax Advisory Partners
Colorado
$732K +$88.9K +1,608 +13%
BWM
1964
BCS Wealth Management
Tennessee
$731K +$749K +13,534 New
WFI
1965
West Family Investments
California
$729K -$1.21M -21,863 -62%
ACP
1966
Aveo Capital Partners
Colorado
$729K +$13.4K +243 +2%
RCG
1967
Rock Creek Group
District of Columbia
$728K -$270K -4,872 -27%
DWM
1968
Darwin Wealth Management
Florida
$728K -$19.3K -348 -3%
SCI
1969
S&CO Inc
Massachusetts
$728K +$111K +2,000 +17%
VCM
1970
Vivaldi Capital Management
Illinois
$726K – – –
AWM
1971
Adams Wealth Management
Utah
$725K -$76.9K -1,391 -9%
9WM
1972
9258 Wealth Management
Ohio
$724K -$176K -3,175 -19%
BCM
1973
Bayesian Capital Management
New York
$724K +$741K +13,400 New
DDC
1974
DF Dent & Co
Maryland
$721K +$10K +181 +1%
FNT
1975
First Nebraska Trust
Nebraska
$719K +$14.5K +262 +2%
77 78
79
80 81