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Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1951
Ahrens Investment Partners
Louisiana
$141K – – –
PP
1952
Pacifica Partners
Canada
$140K – – –
TFM
1953
TFC Financial Management
Massachusetts
$139K – – –
LTI
1954
Laffer Tengler Investments
Tennessee
$138K – – –
DHGWA
1955
Dixon Hughes Goodman Wealth Advisors
North Carolina
$137K +$134K +668 +1,452%
CMA
1956
Cedar Mountain Advisors
Oregon
$134K – – –
ETI
1957
Enterprise Trust & Investment
California
$134K – – –
MSFP
1958
Mark Sheptoff Financial Planning
Connecticut
$129K +$40.1K +200 +42%
TC
1959
Trust Company
Kansas
$127K -$48.2K -240 -27%
CBT
1960
CoreFirst Bank & Trust
Kansas
$126K – – –
ED
1961
Exane Derivatives
France
$126K -$26.7K -133 -17%
MAWCM
1962
Mine & Arao Wealth Creation & Management
California
$124K – – –
FFA
1963
Freedman Financial Associates
Massachusetts
$123K – – –
BC
1964
Burleson & Co
California
$121K -$21.9M -109,029 -99%
FMP
1965
Financial Management Professionals
Texas
$121K -$82.1K -409 -39%
SLWA
1966
San Luis Wealth Advisors
California
$121K +$121K +603 New
ACM
1967
Antonetti Capital Management
Florida
$119K – – –
ARMC
1968
American Research & Management Company
Massachusetts
$118K – – –
WAM
1969
WFA Asset Management
Wisconsin
$116K +$41.1K +205 +51%
CBT
1970
Central Bank & Trust
Kentucky
$113K -$39.7K -198 -25%
DWP
1971
Destiny Wealth Partners
Florida
$113K -$7.63K -38 -6%
SC
1972
Sierra Capital
Florida
$112K – – –
LWA
1973
Lenox Wealth Advisors
New York
$110K +$93.9K +468 +289%
UCB
1974
United Community Bank
South Carolina
$108K – – –
CAGAS
1975
Capital Advisory Group Advisory Services
Minnesota
$107K +$112K +560 New
77 78
79
80 81