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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1976
Heritage Wealth Advisors
Virginia
$99.5K +$8.86K +113 +11%
KA
1977
Kozak & Associates
Colorado
$98.4K +$4.31K +55 +5%
MBFW
1978
Morton Brown Family Wealth
Pennsylvania
$97.6K – – –
ECM
1979
Elgethun Capital Management
South Dakota
$96.1K – – –
SL
1980
Salomon & Ludwin
Virginia
$95.4K -$192K -2,450 -69%
SFCL
1981
Strengthening Families & Communities LLC
Massachusetts
$94K +$78 +1 +0.1%
SCM
1982
Silvant Capital Management
Georgia
$93K – – –
WWP
1983
WR Wealth Planners
Missouri
$91.9K -$15.1K -193 -16%
MWA
1984
Miller Wealth Advisors
Colorado
$90.6K +$627 +8 +0.7%
ACM
1985
Aster Capital Management
United Arab Emirates
$90.3K +$80.2K +1,022 New
RAM
1986
Riggs Asset Management
Pennsylvania
$90.2K +$471 +6 +0.6%
ACM
1987
Accent Capital Management
Ohio
$89.3K -$539K -6,874 -87%
MIFH
1988
Migdal Insurance & Financial Holdings
Israel
$89K -$23.5K -300 -23%
CB
1989
Centennial Bank
Arkansas
$88.4K – – –
CT
1990
Clearstead Trust
Maine
$86.4K -$21.3K -272 -22%
SNB
1991
Security National Bank
Nebraska
$85.2K -$83.8K -1,068 -53%
RFS
1992
Richardson Financial Services
Massachusetts
$85K +$1.02K +13 +1%
DAM
1993
Delta Asset Management
Tennessee
$84.2K +$1.57K +20 +2%
RA
1994
Rise Advisors
New York
$81.4K +$392 +5 +0.5%
PCMC
1995
Planning Capital Management Corporation
Pennsylvania
$81K -$64.1K -817 -47%
GKIM
1996
GW&K Investment Management
Massachusetts
$81K +$2.67K +34 +4%
UCI
1997
Uncommon Cents Investing
Wisconsin
$80.4K +$71.3K +909 New
EWP
1998
Elevation Wealth Partners
California
$79.8K +$78 +1 +0.1%
CWC
1999
Carolinas Wealth Consulting
North Carolina
$79.2K -$12.3K -157 -15%
GFPC
2000
Global Financial Private Client
Florida
$76.6K +$10.9K +139 +19%
78 79
80
81 82