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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1926
Sageworth Trust
Pennsylvania
$24K +$14.6K +60 +120%
JWA
1927
JFS Wealth Advisors
Pennsylvania
$24K +$16.3K +67 +156%
WIM
1928
Westside Investment Management
California
$22.4K +$14.6K +60 +10%
ECM
1929
Estabrook Capital Management
New York
$22.3K
CAL
1930
Capital Advisors Ltd
Ohio
$22K
MCM
1931
MV Capital Management
Maryland
$22K
SMG
1932
Spectrum Management Group
Indiana
$22K
SC
1933
Steph & Co
Wisconsin
$22K
DAC
1934
Dividend Assets Capital
South Carolina
$22K +$24.3K +100 New
MSFP
1935
Mark Sheptoff Financial Planning
Connecticut
$22K +$24.3K +100 New
MAM
1936
McCarthy Asset Management
California
$22K +$24.3K +100 New
ICM
1937
Islay Capital Management
Texas
$20K
WLPWM
1938
Walled Lake Planning & Wealth Management
Illinois
$20K
RG
1939
Retirement Group
California
$20K +$7.05K +29 +47%
GLLW
1940
Graves Light Lenhart Wealth
Virginia
$19K +$20.4K +84 New
PCA
1941
Providence Capital Advisors
North Carolina
$19K +$20.7K +85 +8,500%
TFA
1942
Toth Financial Advisory
Virginia
$18K -$12.2K -50 -38%
AWM
1943
Avondale Wealth Management
Texas
$18K
PK
1944
Pflug Koory
Nebraska
$18K
OSNBOA
1945
Old Second National Bank of Aurora
Illinois
$17K
PP
1946
PrairieView Partners
Minnesota
$17K
SWM
1947
Sugarloaf Wealth Management
Georgia
$17K
EWA
1948
Evolution Wealth Advisors
Florida
$16K -$220K -906 -92%
CCC
1949
Crescent Capital Consulting
Louisiana
$16K +$17.8K +73 New
SFP
1950
Sterling Financial Planning
New Jersey
$15K +$16.1K +66 New