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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
1951
ADG Wealth Management Group
Louisiana
$1.31M +$1.39M +9,075 New
ACM
1952
Adalta Capital Management
New York
$1.31M – – –
RA
1953
Ransom Advisory
Rhode Island
$1.31M +$103K +675 +8%
FCM
1954
Firestone Capital Management
Florida
$1.31M – – –
BW
1955
BXM Wealth
Colorado
$1.31M +$1.38M +9,030 New
E3F
1956
Eight 31 Financial
Texas
$1.31M +$459 +3 +0%
BB
1957
Burford Brothers
Texas
$1.31M +$33.8K +221 +3%
GH
1958
GAM Holding
Switzerland
$1.3M +$1.38M +9,006 New
RFA
1959
Register Financial Advisors
Georgia
$1.3M +$30.2K +197 +2%
NIM
1960
Needham Investment Management
New York
$1.3M – – –
JE
1961
JMAC Enterprises
Pennsylvania
$1.3M -$405K -2,645 -23%
BFC
1962
Bedel Financial Consulting
Indiana
$1.3M -$1.07K -7 -0.1%
ANC
1963
Ames National Corp
Iowa
$1.3M +$1.37M +8,962 New
API
1964
Asset Planning Inc
California
$1.3M +$1.37M +8,956 New
WQ
1965
Wealth Quarterback
New Jersey
$1.29M +$21.3K +139 +2%
OFS
1966
Orrstown Financial Services
Pennsylvania
$1.29M +$119K +780 +10%
PFM
1967
Potomac Fund Management
Florida
$1.29M +$1.36M +8,914 New
CWP
1968
Core Wealth Partners
California
$1.29M +$48.4K +316 +4%
CP
1969
Creekside Partners
California
$1.29M – – –
BHC
1970
Bowen Hanes & Co
Florida
$1.29M -$6.43M -42,010 -83%
TWM
1971
Tradition Wealth Management
Minnesota
$1.29M -$45.6K -298 -3%
SDAM
1972
Shulman DeMeo Asset Management
New York
$1.29M -$118K -771 -8%
EFG
1973
Everhart Financial Group
Ohio
$1.29M +$165K +1,076 +14%
KA
1974
Kozak & Associates
Colorado
$1.29M +$3.98K +26 +0.3%
AWA
1975
Aaron Wealth Advisors
Illinois
$1.28M +$246K +1,609 +22%
77 78
79
80 81