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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1951
WealthShield Partners
North Carolina
$203K +$203K +2,149 New
BSB
1952
Bangor Savings Bank
Maine
$203K -$4.63K -49 -2%
GG
1953
GenWealth Group
New Jersey
$202K +$202K +2,136 New
NRC
1954
New Republic Capital
North Carolina
$202K +$202K +2,133 New
CCFM
1955
Clear Creek Financial Management
Washington
$201K +$201K +2,128 New
GCA
1956
Gallagher Capital Advisors
Texas
$201K -$5.96K -63 -3%
IWA
1957
IBEX Wealth Advisors
New Jersey
$201K +$201K +2,123 New
RWA
1958
Redhawk Wealth Advisors
Minnesota
$201K +$201K +2,122 New
FMTCOCP
1959
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$198K – – –
MCM
1960
MV Capital Management
Maryland
$198K -$756 -8 -0.4%
JWA
1961
JFS Wealth Advisors
Pennsylvania
$195K +$71.9K +760 +59%
AG
1962
AmeriFlex Group
Nevada
$192K +$73.7K +779 +62%
MFT
1963
Moisand Fitzgerald Tamayo
Florida
$191K – – –
VNA
1964
Valley National Advisers
Pennsylvania
$189K -$45.9K -485 -19%
AIC
1965
Archer Investment Corporation
Indiana
$187K +$95 +1 +0.1%
PP
1966
PFS Partners
New Jersey
$187K +$15.1K +160 +9%
RFP
1967
Root Financial Partners
California
$185K +$185K +1,954 New
BI
1968
Binnacle Investments
Iowa
$184K +$19.9K +211 +12%
DIP
1969
DT Investment Partners
Pennsylvania
$183K -$1.42M -15,000 -89%
CLOS
1970
Compagnie Lombard Odier SCmA
Switzerland
$181K -$21.3K -225 -11%
GEA
1971
Glen Eagle Advisors
New Jersey
$180K +$1.42K +15 +0.8%
A
1972
AlphaQuest
New York
$171K -$13K -137 -7%
PMFA
1973
Plante Moran Financial Advisors
Michigan
$171K -$2.36K -25 -1%
BHWM
1974
Beaird Harris Wealth Management
Texas
$170K +$1.23K +13 +0.7%
TPBG
1975
Turning Point Benefit Group
Maryland
$161K +$159K +1,687 New
77 78
79
80 81