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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1951
Accel Wealth Management
Iowa
$121K +$13.2K +109 +12%
ZB
1952
Zions Bancorporation
Utah
$121K -$45.8K -377 -27%
DJSG
1953
D.J. St. Germain
Massachusetts
$119K +$57.1K +470 +11%
GG
1954
Gleason Group
Kentucky
$119K +$2.07K +17 +2%
DCBT
1955
Dakota Community Bank & Trust
North Dakota
$118K – – –
WB
1956
Webster Bank
Connecticut
$118K – – –
CA
1957
Corrado Advisors
New Jersey
$118K +$122K +1,000 New
DF
1958
DecisionPoint Financial
Arizona
$118K +$122K +1,000 New
MGI
1959
MayTech Global Investments
New York
$118K +$122K +1,000 New
AAP
1960
Arax Advisory Partners
Colorado
$117K -$729 -6 -0.6%
HCM
1961
Highlander Capital Management
New Jersey
$114K – – –
HFS
1962
HBC Financial Services
Washington
$113K +$122K +1,000 New
WOSD
1963
WFA of San Diego
California
$111K +$115K +942 New
GPI
1964
General Partner Inc
Pennsylvania
$111K +$114K +940 New
JWA
1965
JFS Wealth Advisors
Pennsylvania
$109K +$35.4K +291 +46%
PPWM
1966
PFG Private Wealth Management
Florida
$109K -$3.16K -26 -3%
MSCM
1967
McElhenny Sheffield Capital Management
Texas
$108K +$111K +917 New
SPWM
1968
Spartan Planning & Wealth Management
North Carolina
$106K -$2.19K -18 -2%
MLA
1969
MB, Levis & Associates
Pennsylvania
$106K +$109K +900 New
MWA
1970
Miller Wealth Advisors
Colorado
$106K +$51.2K +421 +70%
AWM
1971
Align Wealth Management
Oklahoma
$106K +$126K +1,034 New
GM
1972
GeoWealth Management
Illinois
$104K +$75.4K +620 +243%
WWP
1973
WR Wealth Planners
Missouri
$103K +$122 +1 +0.1%
3IP
1974
3Chopt Investment Partners
Virginia
$103K +$105K +866 New
DWMG
1975
DB Wealth Management Group
California
$103K – – –
77 78
79
80 81