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Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
1951
Cross Staff Investments
New York
$490K -$10.8K -293 -2%
WPC
1952
Wedmont Private Capital
Pennsylvania
$489K -$65.5K -1,770 -11%
RFA
1953
Resurgent Financial Advisors
Georgia
$488K +$2.22K +60 +0.5%
CW
1954
Channel Wealth
California
$487K -$60.7K -1,639 -11%
SWP
1955
Strategic Wealth Partners
Ohio
$486K -$221K -5,967 -31%
FCP
1956
Fidelis Capital Partners
Florida
$486K +$96K +2,595 +25%
CL
1957
CSS LLC
Illinois
$483K -$489K -13,223 -50%
SAM
1958
S.A. Mason
Michigan
$483K – – –
WWM
1959
Windsor Wealth Management
Indiana
$483K -$5.7K -154 -1%
LC
1960
LCNB Corp
Ohio
$482K -$30.3K -819 -6%
CIM
1961
CIM Investment Management
Pennsylvania
$482K +$1.22K +33 +0.3%
PAM
1962
Private Asset Management
California
$482K -$204K -5,515 -30%
WDG
1963
Wealth Dimensions Group
Ohio
$481K +$36.5K +986 +8%
AC
1964
Apella Capital
Connecticut
$481K +$478K +12,922 New
RSWM
1965
Robertson Stephens Wealth Management
California
$480K -$218K -5,894 -31%
KFP
1966
KB Financial Partners
New Jersey
$480K +$16.1K +434 +3%
DLG
1967
Daniel L. Goodwin
$480K -$27.8K -750 -5%
LWCFA
1968
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$480K -$98.8K -2,670 -17%
RRA
1969
Round Rock Advisors
Connecticut
$479K -$106K -2,860 -18%
APG
1970
Abacus Planning Group
South Carolina
$478K -$388K -10,471 -45%
VAM
1971
Verity Asset Management
North Carolina
$478K +$6.7K +181 +1%
PMA
1972
Prudent Man Advisors
Illinois
$477K -$7.81K -211 -2%
TT
1973
TI-Trust
Illinois
$476K – – –
CCIA
1974
Cherry Creek Investment Advisors
Colorado
$476K -$47.4K -1,281 -9%
EWA
1975
Encompass Wealth Advisors
Oregon
$476K -$3.44K -93 -0.7%
77 78
79
80 81