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Name Holding Trade Value Shares
Change
Change in
Stake
HAC
2051
Harbor Advisory Corp
New Hampshire
$247K – – –
TC
2052
Trust Company
Kansas
$247K – – –
FIM
2053
Fernwood Investment Management
Massachusetts
$246K -$10.8K -200 -4%
HCM
2054
Hengehold Capital Management
Ohio
$245K – – –
RWM
2055
Reston Wealth Management
Virginia
$245K – – –
FFG
2056
Frisch Financial Group
New York
$245K +$14.1K +263 +6%
SSA
2057
South Street Advisors
New York
$244K +$237K +4,400 New
GLR
2058
Great Lakes Retirement
Ohio
$238K +$232K +4,310 New
CA
2059
Capital Advantage
California
$237K +$19.4K +360 +10%
BA
2060
Baugh & Associates
Georgia
$236K -$2.04K -38 -0.9%
BWM
2061
BigSur Wealth Management
Florida
$236K – – –
MSS
2062
Mitchell Sinkler & Starr
Pennsylvania
$236K – – –
SCM
2063
SOL Capital Management
Maryland
$235K – – –
AWA
2064
Acorn Wealth Advisors
Michigan
$234K -$2.31K -43 -1%
FA
2065
Fagan Associates
New York
$234K – – –
TWM
2066
Torch Wealth Management
Ohio
$234K +$3.5K +65 +2%
RP
2067
Rice Partnership
Hawaii
$234K +$16.1K +300 +8%
UCMOK
2068
United Capital Management of KS
Kansas
$232K -$38.4K -715 -15%
SCM
2069
Salem Capital Management
Massachusetts
$232K – – –
TCI Wealth Advisors
2070
TCI Wealth Advisors
Arizona
$232K +$10.9K +203 +5%
GWCM
2071
Godshalk Welsh Capital Management
Pennsylvania
$230K – – –
ACM
2072
Ategra Capital Management
Virginia
$229K +$269 +5 +0.1%
DRW Securities
2073
DRW Securities
Illinois
$229K +$225K +4,185 New
RIS
2074
Retirement Income Solutions
Michigan
$228K -$98.5K -1,833 -31%
MJP
2075
Michael J. Puzo
$228K – – –