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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1951
Intrua Financial
Texas
$593K +$104K +882 +21%
CASB
1952
Cape Ann Savings Bank
Massachusetts
$592K -$11.8K -100 -2%
FWA
1953
FSM Wealth Advisors
Ohio
$591K +$72.6K +616 +14%
MCWS
1954
McKinley Carter Wealth Services
West Virginia
$591K -$12.1K -103 -2%
CYG
1955
Clean Yield Group
Vermont
$590K – – –
FHC
1956
First Heartland Consultants
Missouri
$590K -$11.8K -100 -2%
FB
1957
First Bancorp
Maine
$589K -$54.8K -465 -8%
CP
1958
Clarendon Private
Massachusetts
$588K +$42.5K +361 +8%
FSA
1959
Financial Security Advisor
Virginia
$588K +$125K +1,061 +26%
NPFS
1960
Novak & Powell Financial Services
Florida
$588K -$69.3K -588 -10%
AOWM
1961
Alpha Omega Wealth Management
Virginia
$586K – – –
TCM
1962
TT Capital Management
California
$584K -$92.2K -783 -13%
HCM
1963
Howland Capital Management
Massachusetts
$584K +$17.7K +150 +3%
HDA
1964
Harold Davidson & Associates
California
$584K +$162K +1,374 +37%
TFG
1965
Taylor Financial Group
Virginia
$583K -$7.66K -65 -1%
MWM
1966
Maridea Wealth Management
New York
$583K +$106K +901 +21%
JWM
1967
Jacksonville Wealth Management
Florida
$583K -$21.1K -179 -3%
RAM
1968
Riggs Asset Management
Pennsylvania
$581K +$466K +3,958 +356%
SEEDPG
1969
S.E.E.D. Planning Group
New York
$580K +$1.53K +13 +0.3%
FCT
1970
First Community Trust
Iowa
$580K -$5.89K -50 -1%
SA
1971
SRH Advisors
Kansas
$580K – – –
LWM
1972
LJI Wealth Management
Indiana
$580K -$16.8K -143 -3%
BFG
1973
Berger Financial Group
Minnesota
$579K +$7.18K +61 +1%
SAM
1974
Secure Asset Management
Michigan
$577K +$27.4K +233 +5%
HIM
1975
Hanlon Investment Management
New Jersey
$576K +$593K +5,033 New
77 78
79
80 81