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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1951
Aaron Wealth Advisors
Illinois
$254K -$5.25K -39 -2%
BFS
1952
Bard Financial Services
Connecticut
$254K
JIC
1953
Joel Isaacson & Co
New York
$254K +$1.48K +11 +0.7%
SP
1954
Successful Portfolios
Florida
$253K -$4.04K -30 -2%
VWM
1955
Valley Wealth Managers
New Jersey
$252K +$220K +1,634 New
FNFDCM
1956
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$251K +$6.06K +45 +3%
IIC
1957
Integrated Investment Consultants
Michigan
$251K +$219K +1,624 New
TFA
1958
Trinity Financial Advisors
Ohio
$250K
PCA
1959
Pallas Capital Advisors
Massachusetts
$249K +$195K +1,446 New
IF
1960
IRON Financial
Illinois
$249K +$217K +1,610 New
SA
1961
Sicart Associates
New York
$248K
SFI
1962
SPC Financial Inc
Maryland
$248K
EWM
1963
EPG Wealth Management
Georgia
$248K +$269 +2 +0.1%
HCM
1964
Hengehold Capital Management
Ohio
$247K
DA
1965
DSC Advisors
Illinois
$247K +$2.02K +15 +0.9%
AIA
1966
AIMZ Investment Advisors
California
$246K
HFP
1967
Holistic Financial Partners
Indiana
$246K
GWM
1968
Gitterman Wealth Management
New Jersey
$245K +$213K +1,583 New
PWA
1969
Phoenix Wealth Advisors
North Carolina
$244K
PA
1970
Procyon Advisors
Connecticut
$243K -$19.2K -143 -8%
DDC
1971
DF Dent & Co
Maryland
$243K +$212K +1,574 New
MAM
1972
Marotta Asset Management
Virginia
$243K
BI
1973
Ballast Inc
Kentucky
$242K +$4.31K +32 +2%
NFSG
1974
Newbridge Financial Services Group
Florida
$242K +$83.8K +623 +66%
LFS
1975
Legacy Financial Strategies
Kansas
$241K