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Name Holding Trade Value Shares
Change 		Change in
Stake
LG
1951
LaFleur & Godfrey
Michigan
$591K – – –
AWM
1952
Austin Wealth Management
Texas
$590K +$263K +2,984 +130%
PP
1953
PDS Planning
Ohio
$588K +$115K +1,299 +25%
FHC
1954
First Heartland Consultants
Missouri
$587K -$6.79K -77 -1%
WH
1955
Willner & Heller
California
$587K +$573K +6,501 New
HAIM
1956
Hunter Associates Investment Management
Pennsylvania
$584K -$705 -8 -0.1%
PHK
1957
Point72 Hong Kong
Hong Kong
$582K +$568K +6,441 New
LC
1958
Landaas & Company
Wisconsin
$577K -$5.29K -60 -0.9%
MAM
1959
Milestone Asset Management
Pennsylvania
$577K +$20.5K +233 +4%
AFA
1960
American Financial Advisors
Georgia
$576K -$19K -216 -3%
FWM
1961
Finer Wealth Management
Massachusetts
$575K -$138K -1,561 -20%
WFAG
1962
Worth Financial Advisory Group
North Carolina
$573K -$122K -1,387 -18%
AC
1963
Allstate Corporation
Illinois
$573K +$77.6K +880 +16%
AIM
1964
Avity Investment Management
Connecticut
$572K – – –
SAM
1965
Smartleaf Asset Management
Massachusetts
$572K +$559K +6,342 New
CNC
1966
Citizens & Northern Corp
Pennsylvania
$571K -$32.1K -364 -5%
MAM
1967
Mystic Asset Management
Rhode Island
$570K -$19.9K -226 -3%
BDWCC
1968
B&D White Capital Company
Texas
$569K +$231K +2,625 +71%
BIM
1969
Barton Investment Management
Pennsylvania
$568K – – –
9WM
1970
9258 Wealth Management
Ohio
$568K -$37K -420 -6%
GBT
1971
Grove Bank & Trust
Florida
$568K -$30.9K -350 -5%
BEC
1972
Blue Edge Capital
Virginia
$567K +$35.3K +400 +7%
NL
1973
Navalign LLC
California
$566K -$199K -2,255 -26%
BCA
1974
Bray Capital Advisors
Florida
$566K +$970 +11 +0.2%
SSWM
1975
Sheets Smith Wealth Management
North Carolina
$566K -$25.6K -290 -4%
77 78
79
80 81