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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1951
Resurgent Financial Advisors
Georgia
$1.34M +$99.1K +487 +7%
CCP
1952
Cunning Capital Partners
North Carolina
$1.34M – – –
XF
1953
XML Financial
Maryland
$1.34M +$529K +2,598 +53%
SOAMC
1954
Spirit of America Management Corp
New York
$1.33M – – –
AA
1955
Argent Advisors
Louisiana
$1.33M +$34.8K +171 +2%
PMFA
1956
Plante Moran Financial Advisors
Michigan
$1.33M -$52.7K -259 -3%
PBC
1957
Pavion Blue Capital
California
$1.33M +$5.09K +25 +0.3%
GC
1958
Gilbert & Cook
Iowa
$1.32M +$363K +1,783 +37%
JIC
1959
Joel Isaacson & Co
New York
$1.32M +$814 +4 +0.1%
P
1960
&Partners
Tennessee
$1.31M -$9.36K -46 -0.6%
DA
1961
DCM Advisors
New York
$1.31M -$546K -2,682 -27%
CC
1962
Copperleaf Capital
North Carolina
$1.31M -$120K -591 -7%
WAAG
1963
Wealth Alliance Advisory Group
Kansas
$1.31M +$105K +515 +8%
BSA
1964
Braun Stacey Associates
New York
$1.31M -$40.7K -200 -3%
CCM
1965
Cribstone Capital Management
Maine
$1.31M +$85.1K +418 +6%
SPWM
1966
Schrum Private Wealth Management
Florida
$1.31M – – –
CASB
1967
Cape Ann Savings Bank
Massachusetts
$1.31M +$11.2K +55 +0.8%
SIA
1968
Soltis Investment Advisors
Utah
$1.3M +$1.25M +6,137 +523%
BLC
1969
Brown, Lisle/Cummings
Rhode Island
$1.3M – – –
SWA
1970
Sutton Wealth Advisors
Florida
$1.3M +$132K +647 +10%
LWA
1971
Lineweaver Wealth Advisors
Ohio
$1.29M -$745K -3,663 -33%
CC
1972
Cadinha & Co
Hawaii
$1.29M -$348K -1,712 -19%
GWM
1973
Gray Wealth Management
Maine
$1.29M -$11.2K -55 -0.8%
HIIFS
1974
Harel Insurance Investments & Financial Services
Israel
$1.29M +$1.41M +6,950 +3,424%
JHCP
1975
Jackson Hole Capital Partners
Oklahoma
$1.28M +$193K +946 +15%
77 78
79
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