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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1951
TD Capital Management
Tennessee
$83.2K -$3.66K -151 -6%
MSFP
1952
Mark Sheptoff Financial Planning
Connecticut
$82.5K – – –
MWM
1953
Mascoma Wealth Management
New Hampshire
$81.3K – – –
HBW
1954
Hazlett, Burt & Watson
West Virginia
$81K -$7.58K -313 -11%
SP
1955
Saranac Partners
$80.5K +$57.8K +2,385 New
AP
1956
Aspect Partners
Virginia
$80.3K +$2.57K +106 +5%
CAM
1957
Costello Asset Management
Pennsylvania
$78.9K -$1.89K -78 -3%
HFS
1958
Horizon Financial Services
North Carolina
$78.5K +$18K +741 +46%
UCB
1959
United Community Bank
South Carolina
$77.5K +$5.45K +225 +11%
AW
1960
Avion Wealth
Texas
$77K +$3.32K +137 +6%
LWA
1961
Lowe Wealth Advisors
Maryland
$76.9K – – –
BOJHT
1962
Bank of Jackson Hole Trust
Wyoming
$76.2K +$43.3K +1,787 +368%
OC
1963
Oakmont Corp
California
$75.8K – – –
CCA
1964
Catalyst Capital Advisors
New York
$72.8K -$11.3K -467 -18%
DSC
1965
Duncker Streett & Co
Missouri
$71.7K – – –
1IA
1966
1620 Investment Advisors
Massachusetts
$71.6K +$3.63K +150 +8%
GTAM
1967
Global Trust Asset Management
Florida
$69.8K – – –
WA
1968
WPG Advisers
Maryland
$67.9K +$28K +1,157 +133%
Q1WB
1969
Quest 10 Wealth Builders
Virginia
$67.8K -$48 -2 -0.1%
HWM
1970
Hemington Wealth Management
Virginia
$67K +$24.1K +994 +97%
BGAI
1971
Bruce G. Allen Investments
Colorado
$66.3K -$315 -13 -0.7%
PC
1972
Promus Capital
Illinois
$65.4K – – –
HNW
1973
High Note Wealth
Minnesota
$62.5K -$242 -10 -0.5%
HFS
1974
Hopwood Financial Services
Virginia
$62.4K -$31.5K -1,300 -41%
FMTCOCP
1975
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$62K +$38.8K +1,600 +627%
77 78
79
80 81