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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1951
Allred Capital Management
Texas
$247K -$30.5K -187 -10%
CWM
1952
Cornerstone Wealth Management
Missouri
$247K +$7.66K +47 +3%
AWA
1953
Aaron Wealth Advisors
Illinois
$247K +$8.97K +55 +3%
FWM
1954
Focused Wealth Management
New York
$246K +$163 +1 +0.1%
CAC
1955
Certified Advisory Corp
Florida
$245K -$77.6K -476 -22%
VWA
1956
Visionary Wealth Advisors
Illinois
$245K -$163 -1 -0.1%
OWA
1957
Octavia Wealth Advisors
Ohio
$245K – – –
RWB
1958
RMR Wealth Builders
New Jersey
$244K -$36.2K -222 -12%
CWM
1959
Cabot Wealth Management
Massachusetts
$244K – – –
JIC
1960
Joel Isaacson & Co
New York
$244K +$5.05K +31 +2%
EBA
1961
Eagle Bay Advisors
New York
$244K +$135K +826 +98%
RZH
1962
Relyea Zuckerberg Hanson
Connecticut
$244K +$274K +1,682 New
5L
1963
55I LLC
Massachusetts
$243K -$11.9K -73 -4%
IIC
1964
Integrated Investment Consultants
Michigan
$243K +$7.5K +46 +3%
IF
1965
IRON Financial
Illinois
$243K +$10.4K +64 +4%
PFA
1966
Plotkin Financial Advisors
Maryland
$243K -$4.57K -28 -2%
EWM
1967
EPG Wealth Management
Georgia
$242K +$9.95K +61 +4%
BEI
1968
Benjamin Edwards Inc
Missouri
$242K +$74K +454 +37%
JWBC
1969
J.W. Burns & Co
New York
$241K – – –
CSM
1970
CAMG Solamere Management
North Carolina
$241K +$20.4K +125 +8%
AL
1971
ADE LLC
Maryland
$240K – – –
TWM
1972
Tradition Wealth Management
Minnesota
$240K +$139K +850 +106%
COF
1973
Capital One Financial
Virginia
$239K -$172K -1,054 -39%
BFS
1974
Bard Financial Services
Connecticut
$239K – – –
KMC
1975
Kirr Marbach & Co
Indiana
$239K – – –
77 78
79
80 81