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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1951
First Foundation Advisors
California
$647K +$16.7K +75 +3%
SWA
1952
SOA Wealth Advisors
New York
$646K -$44.8K -201 -6%
PAS
1953
Professional Advisory Services
Florida
$645K – – –
HCM
1954
Hengehold Capital Management
Ohio
$644K -$6.46K -29 -1%
CWL
1955
Causey Wealth LLC
Colorado
$643K +$651K +2,923 New
APA
1956
Astoria Portfolio Advisors
New York
$640K -$16.7K -75 -2%
NRG
1957
Nemes Rush Group
Michigan
$640K +$17.1K +77 +3%
CHA
1958
Cooper/Haims Advisors
New York
$640K -$24.1K -108 -4%
KWM
1959
Kiker Wealth Management
Georgia
$638K +$646K +2,901 New
LKBC
1960
L.K. Benson & Company
Maryland
$638K +$646K +2,900 New
DIM
1961
DLK Investment Management
California
$636K – – –
MFC
1962
Morris Financial Concepts
South Carolina
$635K +$1.11K +5 +0.2%
HCMG
1963
Howard Capital Management Group
California
$634K – – –
HIC
1964
Harvey Investment Company
Kentucky
$634K – – –
NCM
1965
Novare Capital Management
North Carolina
$633K +$114K +511 +22%
QFA
1966
Quantum Financial Advisors
California
$633K – – –
PA
1967
Planning Alternatives
Michigan
$631K – – –
CBB
1968
Citizens Business Bank
California
$630K -$401K -1,799 -62%
RL
1969
Retireful LLC
Michigan
$629K +$637K +2,861 New
DOA
1970
D'Orazio & Associates
Virginia
$629K +$2.9K +13 +0.5%
AWM
1971
Aberdeen Wealth Management
Illinois
$628K – – –
SIP
1972
Stoneridge Investment Partners
Pennsylvania
$628K +$636K +2,857 New
FBT
1973
First Bankers Trust
Kentucky
$628K – – –
CHAM
1974
Clear Harbor Asset Management
Connecticut
$627K +$118K +530 +23%
FF
1975
Francis Financial
$626K +$150K +674 +25%
77 78
79
80 81