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Name Holding Trade Value Shares
Change 		Change in
Stake
KMC
1951
Kirr Marbach & Co
Indiana
$255K – – –
AL
1952
ADE LLC
Maryland
$255K +$53.8K +400 +32%
AWA
1953
Aaron Wealth Advisors
Illinois
$254K -$5.25K -39 -2%
BFS
1954
Bard Financial Services
Connecticut
$254K – – –
JIC
1955
Joel Isaacson & Co
New York
$254K +$1.48K +11 +0.7%
SP
1956
Successful Portfolios
Florida
$253K -$4.04K -30 -2%
VWM
1957
Valley Wealth Managers
New Jersey
$252K +$220K +1,634 New
FNFDCM
1958
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$251K +$6.06K +45 +3%
IIC
1959
Integrated Investment Consultants
Michigan
$251K +$219K +1,624 New
TFA
1960
Trinity Financial Advisors
Ohio
$250K – – –
PCA
1961
Pallas Capital Advisors
Massachusetts
$249K +$195K +1,446 New
IF
1962
IRON Financial
Illinois
$249K +$217K +1,610 New
SA
1963
Sicart Associates
New York
$248K – – –
SFI
1964
SPC Financial Inc
Maryland
$248K – – –
EWM
1965
EPG Wealth Management
Georgia
$248K +$269 +2 +0.1%
HCM
1966
Hengehold Capital Management
Ohio
$247K – – –
DA
1967
DSC Advisors
Illinois
$247K +$2.02K +15 +0.9%
AIA
1968
AIMZ Investment Advisors
California
$246K – – –
HFP
1969
Holistic Financial Partners
Indiana
$246K – – –
GWM
1970
Gitterman Wealth Management
New Jersey
$245K +$213K +1,583 New
PWA
1971
Phoenix Wealth Advisors
North Carolina
$244K – – –
PA
1972
Procyon Advisors
Connecticut
$243K -$19.2K -143 -8%
DDC
1973
DF Dent & Co
Maryland
$243K +$212K +1,574 New
MAM
1974
Marotta Asset Management
Virginia
$243K – – –
BI
1975
Ballast Inc
Kentucky
$242K +$4.31K +32 +2%
77 78
79
80 81