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Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
1951
First Pacific Financial
Washington
$67.4K +$56.4K +1,530 New
HI
1952
Hoey Investments
Pennsylvania
$66.1K -$18.4K -500 -25%
GI
1953
GS Investments
Minnesota
$66.1K +$11.1K +300 +25%
GKIM
1954
GW&K Investment Management
Massachusetts
$66K +$51.6K +1,400 +1,400%
SSG
1955
Summit Securities Group
New York
$66K +$55.2K +1,500 New
AWM
1956
Activest Wealth Management
Florida
$64.2K +$4.05K +110 +8%
WT
1957
Washington Trust
Rhode Island
$63.9K -$27.3K -740 -34%
AA
1958
Addison Advisors
Vermont
$63.4K +$2.21K +60 +4%
GJIA
1959
Glass Jacobson Investment Advisors
Maryland
$63K +$52.7K +1,430 New
TWM
1960
Tradition Wealth Management
Minnesota
$61K +$2.58K +70 +5%
LF
1961
Lee Financial
Texas
$60.3K -$51.9K -1,410 -51%
CPG
1962
Cornerstone Planning Group
New Jersey
$60.3K +$50.5K +1,370 New
CT
1963
Colonial Trust
South Carolina
$59.5K – – –
RCM
1964
Raleigh Capital Management
North Carolina
$58.1K +$1.84K +50 +4%
FA
1965
Financial Avengers
California
$57.3K – – –
AFIA
1966
America First Investment Advisors
Nebraska
$56.4K – – –
RFG
1967
RFP Financial Group
Georgia
$55.1K +$6.63K +180 +17%
ICM
1968
Islay Capital Management
Texas
$54.6K – – –
AW
1969
Avion Wealth
Texas
$54K -$7K -190 -13%
SJIM
1970
St. Johns Investment Management
Florida
$53.7K +$44.9K +1,220 New
TJHA
1971
Thomas J. Herzfeld Advisors
Florida
$53K -$737 -20 -2%
SVCP
1972
Silicon Valley Capital Partners
California
$52.9K +$11.1K +300 +33%
RWM
1973
Ruedi Wealth Management
Illinois
$51.1K – – –
NIC
1974
Northwest Investment Counselors
Oregon
$48.9K -$83.6K -2,270 -67%
MLA
1975
MB, Levis & Associates
Pennsylvania
$48K – – –
77 78
79
80 81