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Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
1951
PYA Waltman Capital
Tennessee
$493K +$166K +4,486 +44%
CAAM
1952
Cornerstone Advisors Asset Management
Pennsylvania
$490K +$488K +13,182 New
CSI
1953
Cross Staff Investments
New York
$490K -$10.8K -293 -2%
WPC
1954
Wedmont Private Capital
Pennsylvania
$489K -$65.5K -1,770 -11%
RFA
1955
Resurgent Financial Advisors
Georgia
$488K +$2.22K +60 +0.5%
CW
1956
Channel Wealth
California
$487K -$60.7K -1,639 -11%
SWP
1957
Strategic Wealth Partners
Ohio
$486K -$221K -5,967 -31%
FCP
1958
Fidelis Capital Partners
Florida
$486K +$96K +2,595 +25%
CL
1959
CSS LLC
Illinois
$483K -$489K -13,223 -50%
SAM
1960
S.A. Mason
Michigan
$483K – – –
WWM
1961
Windsor Wealth Management
Indiana
$483K -$5.7K -154 -1%
LC
1962
LCNB Corp
Ohio
$482K -$30.3K -819 -6%
CIM
1963
CIM Investment Management
Pennsylvania
$482K +$1.22K +33 +0.3%
PAM
1964
Private Asset Management
California
$482K -$204K -5,515 -30%
WDG
1965
Wealth Dimensions Group
Ohio
$481K +$36.5K +986 +8%
AC
1966
Apella Capital
Connecticut
$481K +$478K +12,922 New
RSWM
1967
Robertson Stephens Wealth Management
California
$480K -$218K -5,894 -31%
KFP
1968
KB Financial Partners
New Jersey
$480K +$16.1K +434 +3%
DLG
1969
Daniel L. Goodwin
$480K -$27.8K -750 -5%
LWCFA
1970
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$480K -$98.8K -2,670 -17%
RRA
1971
Round Rock Advisors
Connecticut
$479K -$106K -2,860 -18%
APG
1972
Abacus Planning Group
South Carolina
$478K -$388K -10,471 -45%
VAM
1973
Verity Asset Management
North Carolina
$478K +$6.7K +181 +1%
PMA
1974
Prudent Man Advisors
Illinois
$477K -$7.81K -211 -2%
TT
1975
TI-Trust
Illinois
$476K – – –
77 78
79
80 81