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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1951
Mitchell McLeod Pugh & Williams
Alabama
$504K
FCA
1952
FinTrust Capital Advisors
South Carolina
$503K -$26.8K -72 -5%
ME
1953
McIlrath & Eck
Washington
$502K +$7.81K +21 +2%
VWM
1954
Valley Wealth Managers
New Jersey
$502K +$13.4K +36 +3%
BMC
1955
Beaton Management Company
Massachusetts
$500K
AWM
1956
Accurate Wealth Management
Florida
$499K +$508K +1,367 New
ICM
1957
IMS Capital Management
Oregon
$498K
HC
1958
Hamilton Capital
Ohio
$498K +$5.95K +16 +1%
LWA
1959
Lineweaver Wealth Advisors
Ohio
$498K +$8.92K +24 +2%
RWA
1960
Redhawk Wealth Advisors
Minnesota
$497K -$37.6K -101 -7%
ABTD
1961
Arvest Bank Trust Division
Oklahoma
$497K +$106K +286 +27%
HWM
1962
Hemington Wealth Management
Virginia
$495K +$1.49K +4 +0.3%
NEIRG
1963
New England Investment & Retirement Group
Massachusetts
$494K +$17.8K +48 +4%
OAM
1964
Oberweis Asset Management
Illinois
$491K
NFSG
1965
Newbridge Financial Services Group
Florida
$490K -$26K -70 -5%
CAS
1966
Cascadia Advisory Services
Oregon
$490K -$7.81K -21 -2%
1WA
1967
180 Wealth Advisors
Washington
$487K -$36.8K -99 -7%
VC
1968
Veery Capital
Delaware
$487K +$1.49K +4 +0.3%
SF
1969
Summit Financial
New Jersey
$487K +$496K +1,333 New
HC
1970
Hendley & Co
Ohio
$484K -$9.29K -25 -2%
NP
1971
Ninepoint Partners
Ontario, Canada
$484K +$35.7K +96 +8%
CC
1972
Callan Capital
California
$482K +$62.1K +167 +14%
SWAG
1973
Spectrum Wealth Advisory Group
California
$478K +$486K +1,308 New
CCWA
1974
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$478K +$487K +1,309 New
DWM
1975
Dorchester Wealth Management
Quebec, Canada
$475K