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Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
1951
Silvia McColl Wealth Management
California
$516K – – –
WCM
1952
Washington Capital Management
Washington
$516K -$3.02K -75 -0.6%
AA
1953
Alta Advisers
United Kingdom
$516K +$52.4K +1,300 +12%
FPWM
1954
FSB Premier Wealth Management
Iowa
$515K +$7.05K +175 +1%
KNW
1955
Kesler Norman & Wride
Utah
$514K -$202 -5 -0%
KIC
1956
Kensington Investment Counsel
California
$513K -$8.75K -217 -2%
CA
1957
Cullinan Associates
Kentucky
$511K +$157K +3,900 +46%
SJIM
1958
St. Johns Investment Management
Florida
$511K +$3.1K +77 +0.6%
GWANC
1959
Guardian Wealth Advisors (North Carolina)
North Carolina
$510K -$35.9K -890 -7%
PWM
1960
Prentice Wealth Management
New York
$508K +$12.3K +305 +3%
BHIA
1961
Birch Hill Investment Advisors
Massachusetts
$508K – – –
PAG
1962
Powers Advisory Group
Illinois
$507K +$4.63K +115 +0.9%
SRC
1963
Shufro Rose & Co
New York
$506K -$22.2K -552 -4%
EWA
1964
Encompass Wealth Advisors
Oregon
$505K +$92.3K +2,289 +23%
SFP
1965
Sweet Financial Partners
Minnesota
$505K -$7.05K -175 -1%
IWA
1966
IVC Wealth Advisors
Pennsylvania
$504K +$9.67K +240 +2%
AF
1967
Apexium Financial
Texas
$500K +$5.56K +138 +1%
LC
1968
LCNB Corp
Ohio
$499K +$11.6K +287 +2%
BIAS
1969
Beacon Investment Advisory Services
New Jersey
$499K +$118K +2,917 +32%
FAG
1970
Fortitude Advisory Group
Washington
$498K -$67.7K -1,679 -12%
9WM
1971
9258 Wealth Management
Ohio
$497K -$927 -23 -0.2%
FA
1972
Faithward Advisors
Pennsylvania
$496K +$4.11K +102 +0.9%
CA
1973
Cresta Advisors
Texas
$495K -$766 -19 -0.2%
RFA
1974
Resurgent Financial Advisors
Georgia
$495K -$64.5K -1,600 -12%
WAG
1975
Windsor Advisory Group
Ohio
$495K -$21.1K -524 -4%
77 78
79
80 81