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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1951
COWA LLC
Oklahoma
$776K +$34.2K +676 +5%
SWA
1952
Sax Wealth Advisors
New Jersey
$775K +$21.1K +418 +3%
WWM
1953
Windsor Wealth Management
Indiana
$773K -$498K -9,844 -40%
RWA
1954
Redmont Wealth Advisors
Illinois
$769K – – –
KLWA
1955
Kelly Lawrence W & Associates
California
$767K -$250K -4,936 -25%
BAS
1956
Brown Advisory Securities
Maryland
$765K -$87.7K -1,734 -10%
MCWS
1957
McKinley Carter Wealth Services
West Virginia
$765K -$62.9K -1,244 -8%
STAS
1958
Strong Tower Advisory Services
Minnesota
$764K +$27.6K +545 +4%
P
1959
&Partners
Tennessee
$764K +$386K +7,638 +103%
FIB
1960
First Interstate Bank
Montana
$762K +$759K +15,010 New
UF
1961
Univest Financial
Pennsylvania
$761K -$72.5K -1,433 -9%
1IA
1962
1620 Investment Advisors
Massachusetts
$761K +$23.9K +472 +3%
ICM
1963
IMS Capital Management
Oregon
$760K -$614K -12,136 -45%
CBT
1964
Central Bank & Trust
Kentucky
$759K -$26.8K -530 -3%
CWM
1965
Chemistry Wealth Management
New York
$758K -$155K -3,063 -17%
NLP
1966
Next Level Private
New York
$758K +$123K +2,429 +19%
ICA
1967
Infrastructure Capital Advisors
New York
$757K -$698K -13,790 -48%
DTC
1968
Davidson Trust Company
Washington
$757K -$14.2K -280 -2%
ASBI
1969
American State Bank (Iowa)
Iowa
$757K +$73.6K +1,455 +11%
WFC
1970
Western Financial Corp
California
$756K +$9.21K +182 +1%
SAS
1971
Stelac Advisory Services
New York
$756K +$482K +9,531 +178%
FNA
1972
First National Advisers
Nebraska
$756K +$754K +14,906 New
KF
1973
Krilogy Financial
Missouri
$753K +$96.7K +1,911 +15%
CA
1974
Cambridge Advisors
Nebraska
$752K -$23.8K -470 -3%
FW
1975
FirstPurpose Wealth
Utah
$752K +$59.1K +1,169 +9%
77 78
79
80 81