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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1951
Oder Investment Management
California
$834K +$30.5K +575 +4%
FA
1952
Faithward Advisors
Pennsylvania
$833K -$37.4K -706 -4%
FA
1953
Fagan Associates
New York
$833K +$553K +10,443 +177%
CNBTD
1954
Citizens National Bank Trust Department
Mississippi
$832K -$36.3K -685 -4%
ES
1955
Eagle Strategies
New York
$832K +$67.4K +1,273 +8%
MCWS
1956
McKinley Carter Wealth Services
West Virginia
$831K -$640K -12,081 -43%
WCG
1957
Weaver Consulting Group
California
$831K +$80.7K +1,523 +10%
MM
1958
MQS Management
New York
$831K +$349K +6,580 +68%
VAM
1959
Verity Asset Management
North Carolina
$830K +$119K +2,245 +16%
MLA
1960
My Legacy Advisors
Oregon
$830K +$863K +16,293 New
SPWM
1961
Schrum Private Wealth Management
Florida
$824K -$5.77K -109 -0.7%
BWP
1962
BSW Wealth Partners
Colorado
$822K +$203K +3,823 +31%
FNT
1963
First Nebraska Trust
Nebraska
$822K – – –
CMI
1964
Clare Market Investments
Texas
$822K -$109K -2,049 -11%
SAM
1965
Summit Asset Management
Tennessee
$821K +$38.7K +731 +5%
HWM
1966
Horizon Wealth Management
Illinois
$820K -$654K -12,349 -43%
EA
1967
Eudaimonia Advisors
Tennessee
$820K -$89.7K -1,693 -10%
PWM
1968
Purus Wealth Management
California
$819K -$16.3K -307 -2%
MFW
1969
Meristem Family Wealth
Minnesota
$817K -$32K -604 -4%
HCWM
1970
Harrison & Co Wealth Management
Virginia
$817K +$8.63K +163 +1%
PIA
1971
Pinion Investment Advisors
Kansas
$815K -$8.69K -164 -1%
RSWM
1972
Robertson Stephens Wealth Management
California
$815K +$166K +3,139 +24%
CWM
1973
Cedar Wealth Management
California
$815K +$795K +15,006 +1,498%
MA
1974
MBA Advisors
Pennsylvania
$814K +$27.9K +527 +3%
MA
1975
MCF Advisors
Kentucky
$813K +$846K +15,963 New
77 78
79
80 81