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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1926
Accel Wealth Management
Iowa
$24K – – –
MCA
1927
Maryland Capital Advisors
Maryland
$24K – – –
FRA
1928
Front Row Advisors
California
$24K +$12.9K +310 +94%
BA
1929
Bivin & Associates
Oklahoma
$22K -$4.16K -100 -14%
RCG
1930
Rock Creek Group
District of Columbia
$21K -$162K -3,900 -87%
RG
1931
Retirement Group
California
$21K +$7.49K +180 +46%
FFA
1932
Freedman Financial Associates
Massachusetts
$20K – – –
RCM
1933
Raleigh Capital Management
North Carolina
$19K -$2.5K -60 -11%
BWM
1934
Baystate Wealth Management
Massachusetts
$19K – – –
RDFA
1935
Ritter Daniher Financial Advisory
Ohio
$19K – – –
WOC
1936
West Oak Capital
California
$19K – – –
GI
1937
GS Investments
Minnesota
$19K +$12.5K +300 +50%
ANBT
1938
American National Bank & Trust
Texas
$19K +$21.2K +510 New
RWM
1939
Raffa Wealth Management
District of Columbia
$18.7K -$416 -10 -2%
ST
1940
Sageworth Trust
Pennsylvania
$18K – – –
SC
1941
Sawyer & Company
Massachusetts
$18K – – –
KFS
1942
Kelly Financial Services
Massachusetts
$17.2K -$13.7K -330 -42%
HFS
1943
HBC Financial Services
Washington
$16K -$25.8K -620 -20%
HWM
1944
Holloway Wealth Management
Florida
$15K – – –
ECM
1945
Estabrook Capital Management
New York
$14.2K – – –
NOI
1946
Newton One Investments
Delaware
$14K – – –
PK
1947
Pflug Koory
Nebraska
$14K – – –
HWM
1948
HighMark Wealth Management
Minnesota
$14K +$9.99K +240 +171%
HS
1949
Horan Securities
United States
$14K +$14.6K +350 +1,167%
CWA
1950
Clearview Wealth Advisors
Oregon
$12K – – –
76 77
78
79 80