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Name Holding Trade Value Shares
Change 		Change in
Stake
BCFD
1951
Boit C.F. David
$580K – – –
MAG
1952
MRA Advisory Group
New Jersey
$580K +$14.6K +337 +3%
FCA
1953
Fortis Capital Advisors
Kansas
$579K +$159K +3,666 +39%
SSWM
1954
Sheets Smith Wealth Management
North Carolina
$578K -$12.2K -282 -2%
TMWM
1955
Taylor & Morgan Wealth Management
Michigan
$577K +$5.02K +116 +0.9%
VHAM
1956
Van Hulzen Asset Management
California
$574K -$28.7K -663 -5%
FOA
1957
Five Oceans Advisors
California
$574K -$24.4K -563 -4%
FB
1958
Finward Bancorp
Indiana
$574K -$41.4K -956 -7%
RFA
1959
ROI Financial Advisors
Oregon
$574K +$129K +2,976 +30%
VBCG
1960
Valley Brook Capital Group
Pennsylvania
$574K -$16K -369 -3%
PAM
1961
PCG Asset Management
New Jersey
$573K -$12.6K -291 -2%
PWM
1962
Purus Wealth Management
California
$573K -$135K -3,113 -19%
CH
1963
Cromwell Holdings
Wyoming
$571K – – –
RWM
1964
Revisor Wealth Management
Ohio
$571K +$909 +21 +0.2%
CFA
1965
Cahill Financial Advisors
Minnesota
$571K -$55.2K -1,275 -9%
CIA
1966
Compass Ion Advisors
Pennsylvania
$570K -$73.6K -1,700 -12%
AHL
1967
Abel Hall LLC
Louisiana
$570K +$53.8K +1,243 +11%
MGAM
1968
McGowan Group Asset Management
Texas
$570K -$3.85K -89 -0.7%
MCM
1969
Manchester Capital Management
Vermont
$567K -$175K -4,037 -24%
CGL
1970
Clarius Group LLC
Washington
$567K -$340K -7,853 -38%
IAG
1971
Investment Advisory Group
Massachusetts
$566K -$51.9K -1,199 -9%
MW
1972
MBL Wealth
North Carolina
$565K +$69.7K +1,609 +14%
LSIA
1973
LaSalle St. Investment Advisors
Illinois
$565K +$51.8K +1,196 +10%
LNB
1974
Ledyard National Bank
$564K -$2.08K -48 -0.4%
RIS
1975
Richmond Investment Services
Wisconsin
$561K +$10.4K +241 +2%
77 78
79
80 81