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Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
1951
Providence First Trust
Arizona
$61.6K +$63.9K +814 New
MCA
1952
Maryland Capital Advisors
Maryland
$60.5K – – –
PCC
1953
Park Circle Company
Maryland
$60.5K – – –
SC
1954
Stephens Consulting
Michigan
$57.4K -$786 -10 -1%
WTFG
1955
Wood Tarver Financial Group
Idaho
$57K +$59.1K +753 New
PA
1956
PSI Advisors
Florida
$56.7K +$9.9K +126 +20%
ANBT
1957
American National Bank & Trust
Texas
$56.6K +$56.6K +721 +2,670%
GFPC
1958
Global Financial Private Client
Florida
$56.1K -$9.82K -125 -14%
API
1959
Asset Planning Inc
California
$56K +$58.1K +740 New
HDIM
1960
Hanson & Doremus Investment Management
Vermont
$56K +$18.9K +240 +47%
HWM
1961
HighMark Wealth Management
Minnesota
$56K +$41.6K +530 +252%
ZB
1962
Zions Bancorporation
Utah
$55.9K -$9.11K -116 -14%
EWP
1963
Elevation Wealth Partners
California
$55.4K -$13.4K -171 -19%
TCM
1964
Tradewinds Capital Management
Washington
$54.5K +$4.24K +54 +8%
CYG
1965
Clean Yield Group
Vermont
$53K – – –
VWM
1966
Valley Wealth Managers
New Jersey
$52.5K – – –
MAM
1967
Meeder Asset Management
Ohio
$51.2K -$1.26K -16 -2%
FFA
1968
Fairfield Financial Advisors
Massachusetts
$50.8K -$53.7K -684 -50%
TIM
1969
Tortoise Investment Management
New York
$50.2K -$2.44K -31 -4%
IRAG
1970
Investment Research & Advisory Group
Georgia
$49.6K -$8.56K -109 -14%
DF
1971
DecisionPoint Financial
Arizona
$48.4K – – –
KFI
1972
Key Financial Inc
Pennsylvania
$48.1K – – –
HWM
1973
Hemington Wealth Management
Virginia
$48K +$2.2K +28 +5%
WCM
1974
WealthTrak Capital Management
Virginia
$47.9K +$49.7K +633 New
FP
1975
Financial Perspectives
Minnesota
$47.9K +$79 +1 +0.2%
77 78
79
80 81