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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1951
Barrett & Company
Rhode Island
$770K +$82.7K +264 +15%
AWM
1952
Abound Wealth Management
Tennessee
$770K -$66.4K -212 -9%
PAM
1953
Peak Asset Management
Colorado
$769K -$4.38K -14 -0.7%
WJS
1954
William John Sempolinski
Massachusetts
$768K – – –
FAG
1955
Fortitude Advisory Group
Washington
$768K -$626 -2 -0.1%
PCM
1956
Prelude Capital Management
New York
$766K -$972K -3,106 -60%
DJYG
1957
David J. Yvars Group
Florida
$766K -$318K -1,015 -33%
CAM
1958
Cidel Asset Management
Ontario, Canada
$765K – – –
BLC
1959
Brown, Lisle/Cummings
Rhode Island
$764K -$6.26K -20 -1%
NWM
1960
Northwest Wealth Management
Iowa
$762K +$3.44K +11 +0.5%
VDI
1961
Vaughan David Investments
Illinois
$761K -$7.83K -25 -1%
DA
1962
Dover Advisors
Virginia
$760K +$157K +500 +25%
SCM
1963
Sandler Capital Management
New York
$760K -$553K -1,766 -46%
PGA
1964
Portland Global Advisors
Maine
$760K – – –
FC
1965
FORA Capital
Florida
$759K +$636K +2,033 New
WIA
1966
Westbourne Investment Advisors
Maryland
$759K +$18.8K +60 +3%
BW
1967
Basepoint Wealth
Iowa
$758K -$5.95K -19 -0.9%
CIA
1968
Compass Ion Advisors
Pennsylvania
$755K -$626 -2 -0.1%
E
1969
Entelevest
Florida
$749K -$55.4K -177 -8%
TIM
1970
Tevis Investment Management
Texas
$748K -$26K -83 -4%
CA
1971
Cresta Advisors
Texas
$747K -$157K -500 -20%
RWM
1972
Rialto Wealth Management
New York
$747K +$5.63K +18 +0.9%
KTC
1973
Kentucky Trust Company
Kentucky
$747K -$50.1K -160 -7%
RCS
1974
Retirement Capital Strategies
California
$744K – – –
KA
1975
Kozak & Associates
Colorado
$741K +$56.4K +180 +10%
77 78
79
80 81