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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1951
AllSquare Wealth Management
New York
$79K – – –
SC
1952
Sawyer & Company
Massachusetts
$79K – – –
BCM
1953
Blume Capital Management
California
$77K -$601K -6,776 -88%
BCPWM
1954
Bradley & Co Private Wealth Management
Florida
$71K – – –
LD
1955
Lipe & Dalton
New York
$69K +$70.9K +800 New
CT
1956
Caldwell Trust
Florida
$68.3K – – –
POIA
1957
Pin Oak Investment Advisors
Texas
$68K – – –
WB
1958
West Bancorporation
Iowa
$67K – – –
CAC
1959
Core Alternative Capital
Georgia
$65K +$2.57K +29 +4%
FCA
1960
FinTrust Capital Advisors
South Carolina
$64K – – –
AWM
1961
Abound Wealth Management
Tennessee
$63.2K +$65.1K +734 New
ECM
1962
Estabrook Capital Management
New York
$62.1K – – –
TC
1963
Truvestments Capital
Florida
$62K – – –
MFT
1964
Moisand Fitzgerald Tamayo
Florida
$62K +$5.85K +66 +10%
UCB
1965
United Community Bank
South Carolina
$61.5K – – –
WWMSC
1966
Wagner Wealth Management (South Carolina)
South Carolina
$61K -$12.4K -140 -16%
FPB
1967
First PREMIER Bank
South Dakota
$61K – – –
VNA
1968
Valley National Advisers
Pennsylvania
$61K +$2.66K +30 +4%
BA
1969
Bellwether Advisors
Nebraska
$61K +$8.42K +95 +15%
SN
1970
Sittner & Nelson
Oregon
$59K – – –
HDIM
1971
Hanson & Doremus Investment Management
Vermont
$57K +$9.75K +110 +20%
FMP
1972
Financial Management Professionals
Texas
$57K +$18.7K +211 +47%
WPA
1973
West Paces Advisors
Georgia
$57K -$9.66K -109 -14%
TFGT
1974
TS Financial Group (TSFG)
Illinois
$53K +$1.77K +20 +3%
BONH
1975
Bank of New Hampshire
New Hampshire
$52K – – –
77 78
79
80 81