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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1926
Fortis Capital Management
Washington
$215K +$156K +915 New
PSC
1927
Prentiss Smith & Co
Vermont
$215K +$156K +915 New
AFC
1928
AFT Forsyth & Company
Florida
$212K -$205K -1,200 -57%
BSB
1929
Bangor Savings Bank
Maine
$212K -$89.6K -525 -37%
MAWCM
1930
Mine & Arao Wealth Creation & Management
California
$212K – – –
SDWIA
1931
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$212K – – –
SFA
1932
Semmax Financial Advisors
North Carolina
$212K – – –
EPM
1933
Equitec Proprietary Markets
Illinois
$212K +$154K +900 New
IWP
1934
Icon Wealth Partners
Texas
$212K +$154K +900 New
TFA
1935
Tobias Financial Advisors
Florida
$212K +$154K +903 New
BOPW
1936
Brandywine Oak Private Wealth
Pennsylvania
$211K +$154K +900 New
TCM
1937
Tufton Capital Management
Maryland
$211K +$154K +900 New
BBA
1938
BLB&B Advisors
Pennsylvania
$210K +$153K +894 New
LFA
1939
Lighthouse Financial Advisors
Maryland
$208K +$151K +885 New
WDA
1940
Wendell David Associates
New Hampshire
$208K +$151K +885 New
HCM
1941
HM Capital Management
Missouri
$207K +$150K +879 New
SAM
1942
Secure Asset Management
Michigan
$207K +$151K +882 New
VDI
1943
Vaughan David Investments
Illinois
$206K -$128K -750 -46%
BMO
1944
Beck Mack & Oliver
New York
$206K +$149K +876 New
QCIG
1945
Quad-Cities Investment Group
Iowa
$206K +$149K +876 New
RPGK
1946
Retirement Planning Group (Kansas)
Kansas
$206K +$149K +876 New
BCP
1947
Blue Chip Partners
Michigan
$205K -$27.6K -162 -16%
FHA
1948
First Horizon Advisors
Tennessee
$205K -$22.5K -132 -13%
BP
1949
BBR Partners
New York
$205K +$148K +870 New
FIM
1950
Fernwood Investment Management
Massachusetts
$205K +$148K +870 New
76 77
78
79 80