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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1951
Valley Brook Capital Group
Pennsylvania
$581K -$25.9K -598 -4%
PAG
1952
Powers Advisory Group
Illinois
$580K +$11.1K +257 +2%
BW
1953
Blalock Williams
Alabama
$580K +$54.9K +1,267 +10%
CA
1954
Cullinan Associates
Kentucky
$580K -$235K -5,434 -29%
BAAM
1955
Baker Avenue Asset Management
California
$580K -$28.5K -657 -5%
EIM
1956
Essex Investment Management
Massachusetts
$578K – – –
ACM
1957
Aljian Capital Management
Nevada
$577K -$4.46K -103 -0.8%
PAM
1958
PCG Asset Management
New Jersey
$577K -$5.15K -119 -0.9%
HBW
1959
Hazlett, Burt & Watson
West Virginia
$576K +$43 +1 +0%
WA1
1960
Wimmer Associates 1
California
$576K +$10.2K +236 +2%
PWM
1961
PBMares Wealth Management
Virginia
$576K +$24.2K +558 +4%
MCWA
1962
Meadow Creek Wealth Advisors
Georgia
$575K -$5.89K -136 -1%
VCM
1963
Versant Capital Management
Arizona
$575K +$50.6K +1,168 +10%
SI
1964
Seeds Investor
New York
$573K -$97.8K -2,258 -15%
BCFD
1965
Boit C.F. David
$571K – – –
DIP
1966
Davis Investment Partners
North Carolina
$571K +$27.4K +633 +5%
RPGNY
1967
Retirement Planning Group (New York)
New York
$570K +$2.73K +63 +0.5%
CWMGO
1968
Capstone Wealth Management Group (Oregon)
Oregon
$569K – – –
CST
1969
Charles Schwab Trust
Nevada
$568K +$43.3K +1,000 +8%
LAS
1970
Lloyd Advisory Services
Georgia
$566K -$48.1K -1,111 -8%
MIA
1971
MeadowBrook Investment Advisors
Michigan
$566K -$53.7K -1,240 -9%
KSB
1972
Kennebec Savings Bank
Maine
$565K -$20.9K -483 -4%
MGAM
1973
McGowan Group Asset Management
Texas
$565K -$68.9K -1,592 -11%
EWS
1974
Eagle Wealth Strategies
New Jersey
$563K -$67.1K -1,549 -11%
CAM
1975
Campion Asset Management
Virginia
$563K -$18.6K -430 -3%
77 78
79
80 81