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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1951
Cornerstone Wealth Group
North Carolina
$505K +$89.9K +2,228 +23%
PWM
1952
Prentice Wealth Management
New York
$504K +$32.8K +812 +7%
CL
1953
COWA LLC
Oklahoma
$504K +$645 +16 +0.1%
DBIA
1954
Dumont & Blake Investment Advisors
New Jersey
$503K -$20.5K -508 -4%
WP
1955
Westmount Partners
California
$503K -$18.5K -459 -4%
AF
1956
Apexium Financial
Texas
$503K -$512K -12,692 -51%
IWA
1957
IVC Wealth Advisors
Pennsylvania
$502K -$207K -5,121 -30%
FA
1958
Faithward Advisors
Pennsylvania
$501K +$166K +4,122 +53%
VHAM
1959
Van Hulzen Asset Management
California
$500K -$215K -5,328 -31%
SFC
1960
Sprinkle Financial Consultants
Colorado
$499K – – –
CHAM
1961
Clear Harbor Asset Management
Connecticut
$498K -$10.2K -253 -2%
DDC
1962
DF Dent & Co
Maryland
$498K +$125K +3,088 +35%
WTFG
1963
Wells Trecaso Financial Group
Ohio
$498K +$2.46K +61 +0.5%
EWM
1964
Empirical Wealth Management
Washington
$497K +$17.4K +432 +4%
LC
1965
LCNB Corp
Ohio
$496K -$1.17K -29 -0.2%
BFG
1966
Berger Financial Group
Minnesota
$496K +$70.3K +1,743 +17%
WMP
1967
Wealth Management Partners
Arizona
$490K -$40.7K -1,009 -8%
KWM
1968
Kolinsky Wealth Management
New Jersey
$489K -$11K -272 -2%
SFG
1969
Sovereign Financial Group
Connecticut
$488K +$142K +3,515 +43%
AAG
1970
Accordant Advisory Group
Maryland
$488K +$469K +11,624 New
JPMIA
1971
J.P. Marvel Investment Advisors
Massachusetts
$487K +$19.7K +488 +4%
DOA
1972
D'Orazio & Associates
Virginia
$486K +$205K +5,081 +78%
ME
1973
McIlrath & Eck
Washington
$483K -$72.8K -1,804 -14%
FA
1974
FDx Advisors
Illinois
$482K -$1.77M -43,963 -79%
RC
1975
Reik & Co
New York
$481K – – –
77 78
79
80 81