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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
1951
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$504K – – –
MMPW
1952
Mitchell McLeod Pugh & Williams
Alabama
$504K – – –
FCA
1953
FinTrust Capital Advisors
South Carolina
$503K -$26.8K -72 -5%
ME
1954
McIlrath & Eck
Washington
$502K +$7.81K +21 +2%
VWM
1955
Valley Wealth Managers
New Jersey
$502K +$13.4K +36 +3%
BMC
1956
Beaton Management Company
Massachusetts
$500K – – –
AWM
1957
Accurate Wealth Management
Florida
$499K +$508K +1,367 New
ICM
1958
IMS Capital Management
Oregon
$498K – – –
HC
1959
Hamilton Capital
Ohio
$498K +$5.95K +16 +1%
LWA
1960
Lineweaver Wealth Advisors
Ohio
$498K +$8.92K +24 +2%
RWA
1961
Redhawk Wealth Advisors
Minnesota
$497K -$37.6K -101 -7%
ABTD
1962
Arvest Bank Trust Division
Oklahoma
$497K +$106K +286 +27%
HWM
1963
Hemington Wealth Management
Virginia
$495K +$1.49K +4 +0.3%
NEIRG
1964
New England Investment & Retirement Group
Massachusetts
$494K +$17.8K +48 +4%
OAM
1965
Oberweis Asset Management
Illinois
$491K – – –
NFSG
1966
Newbridge Financial Services Group
Florida
$490K -$26K -70 -5%
CAS
1967
Cascadia Advisory Services
Oregon
$490K -$7.81K -21 -2%
1WA
1968
180 Wealth Advisors
Washington
$487K -$36.8K -99 -7%
VC
1969
Veery Capital
Delaware
$487K +$1.49K +4 +0.3%
SF
1970
Summit Financial
New Jersey
$487K +$496K +1,333 New
HC
1971
Hendley & Co
Ohio
$484K -$9.29K -25 -2%
NP
1972
Ninepoint Partners
Ontario, Canada
$484K +$35.7K +96 +8%
CC
1973
Callan Capital
California
$482K +$62.1K +167 +14%
SWAG
1974
Spectrum Wealth Advisory Group
California
$478K +$486K +1,308 New
CCWA
1975
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$478K +$487K +1,309 New
77 78
79
80 81