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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1951
Element Wealth
Mississippi
$245K +$32K +777 +14%
CWM
1952
CCG Wealth Management
California
$244K -$24.9K -606 -9%
MGAM
1953
McGowan Group Asset Management
Texas
$244K +$987 +24 +0.4%
HIM
1954
HawsGoodwin Investment Management
Tennessee
$243K – – –
MAM
1955
Magellan Asset Management
Australia
$242K -$203K -4,926 -45%
ACM
1956
Armbruster Capital Management
New York
$242K +$249K +6,060 New
NWM
1957
Northwest Wealth Management
Iowa
$241K -$7.16K -174 -3%
OWP
1958
Obermeyer Wealth Partners
Colorado
$241K +$12.5K +303 +5%
CA
1959
Centerpoint Advisors
Massachusetts
$240K -$247K -6,000 -50%
BIM
1960
Baldwin Investment Management
Pennsylvania
$240K – – –
CWM
1961
Concentric Wealth Management
California
$240K – – –
RVPG
1962
Relative Value Partners Group
$240K – – –
SCI
1963
S&CO Inc
Massachusetts
$240K – – –
VST
1964
Van Strum & Towne
California
$240K – – –
OC
1965
Oppenheimer & Close
New York
$239K – – –
CSPIA
1966
Cary Street Partners Investment Advisory
Virginia
$239K +$22.2K +540 +10%
PVH
1967
Psagot Value Holdings
Israel
$239K +$61.5K +1,494 +33%
CCFM
1968
Clear Creek Financial Management
Washington
$237K +$29K +705 +13%
SWA
1969
Sutton Wealth Advisors
Florida
$236K +$7.77K +189 +3%
DWM
1970
Darwin Wealth Management
Florida
$236K -$3.14M -76,374 -93%
SW
1971
StrongBox Wealth
Missouri
$236K -$9.87K -240 -4%
AIFAIM
1972
American Institute for Advanced Investment Management
Arizona
$235K +$16K +390 +7%
CQS
1973
Credential Qtrade Securities
$235K +$77.1K +1,875 +47%
GFP
1974
Gryphon Financial Partners
Ohio
$234K -$77.1K -1,875 -24%
DSN
1975
D. Scott Neal
Kentucky
$234K +$1.85K +45 +0.8%
77 78
79
80 81