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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1951
Northwest Wealth Management
Iowa
$762K +$3.44K +11 +0.5%
VDI
1952
Vaughan David Investments
Illinois
$761K -$7.83K -25 -1%
DA
1953
Dover Advisors
Virginia
$760K +$157K +500 +25%
SCM
1954
Sandler Capital Management
New York
$760K -$553K -1,766 -46%
PGA
1955
Portland Global Advisors
Maine
$760K – – –
FC
1956
FORA Capital
Florida
$759K +$636K +2,033 New
WIA
1957
Westbourne Investment Advisors
Maryland
$759K +$18.8K +60 +3%
BW
1958
Basepoint Wealth
Iowa
$758K -$5.95K -19 -0.9%
CIA
1959
Compass Ion Advisors
Pennsylvania
$755K -$626 -2 -0.1%
E
1960
Entelevest
Florida
$749K -$55.4K -177 -8%
TIM
1961
Tevis Investment Management
Texas
$748K -$26K -83 -4%
CA
1962
Cresta Advisors
Texas
$747K -$157K -500 -20%
RWM
1963
Rialto Wealth Management
New York
$747K +$5.63K +18 +0.9%
KTC
1964
Kentucky Trust Company
Kentucky
$747K -$50.1K -160 -7%
RCS
1965
Retirement Capital Strategies
California
$744K – – –
KA
1966
Kozak & Associates
Colorado
$741K +$56.4K +180 +10%
AT
1967
American Trust
Kentucky
$740K +$15.7K +50 +3%
GSB
1968
Greenfield Savings Bank
Massachusetts
$740K – – –
VHAM
1969
Van Hulzen Asset Management
California
$737K -$7.83K -25 -1%
CFD
1970
Creative Financial Designs
Indiana
$737K +$127K +405 +26%
SWP
1971
Strategic Wealth Partners
Ohio
$736K -$22.5K -72 -4%
ECA
1972
Elevated Capital Advisors
Utah
$735K -$389K -1,244 -39%
SFG
1973
Shum Financial Group
California
$735K +$1.56K +5 +0.3%
CST
1974
Charles Schwab Trust
Nevada
$733K +$117K +375 +24%
VFP
1975
Verus Financial Partners
Virginia
$733K -$42K -134 -6%
77 78
79
80 81