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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1951
Fagan Associates
New York
$833K +$553K +10,443 +177%
CNBTD
1952
Citizens National Bank Trust Department
Mississippi
$832K -$36.3K -685 -4%
ES
1953
Eagle Strategies
New York
$832K +$67.4K +1,273 +8%
MCWS
1954
McKinley Carter Wealth Services
West Virginia
$831K -$640K -12,081 -43%
WCG
1955
Weaver Consulting Group
California
$831K +$80.7K +1,523 +10%
MM
1956
MQS Management
New York
$831K +$349K +6,580 +68%
VAM
1957
Verity Asset Management
North Carolina
$830K +$119K +2,245 +16%
MLA
1958
My Legacy Advisors
Oregon
$830K +$863K +16,293 New
SPWM
1959
Schrum Private Wealth Management
Florida
$824K -$5.77K -109 -0.7%
BWP
1960
BSW Wealth Partners
Colorado
$822K +$203K +3,823 +31%
FNT
1961
First Nebraska Trust
Nebraska
$822K – – –
CMI
1962
Clare Market Investments
Texas
$822K -$109K -2,049 -11%
SAM
1963
Summit Asset Management
Tennessee
$821K +$38.7K +731 +5%
HWM
1964
Horizon Wealth Management
Illinois
$820K -$654K -12,349 -43%
EA
1965
Eudaimonia Advisors
Tennessee
$820K -$89.7K -1,693 -10%
PWM
1966
Purus Wealth Management
California
$819K -$16.3K -307 -2%
MFW
1967
Meristem Family Wealth
Minnesota
$817K -$32K -604 -4%
HCWM
1968
Harrison & Co Wealth Management
Virginia
$817K +$8.63K +163 +1%
PIA
1969
Pinion Investment Advisors
Kansas
$815K -$8.69K -164 -1%
RSWM
1970
Robertson Stephens Wealth Management
California
$815K +$166K +3,139 +24%
CWM
1971
Cedar Wealth Management
California
$815K +$795K +15,006 +1,498%
MA
1972
MBA Advisors
Pennsylvania
$814K +$27.9K +527 +3%
MA
1973
MCF Advisors
Kentucky
$813K +$846K +15,963 New
AWA
1974
AmeriServ Wealth Advisors
Pennsylvania
$811K +$10.9K +206 +1%
MF
1975
Montis Financial
Massachusetts
$811K +$370K +6,986 +78%
77 78
79
80 81