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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1926
BSW Wealth Partners
Colorado
$8.51M +$1.87M +17,125 +30%
EM
1927
Excalibur Management
Massachusetts
$8.5M -$1.14M -10,425 -12%
JWA
1928
JFS Wealth Advisors
Pennsylvania
$8.5M -$196K -1,796 -2%
SOAMC
1929
Spirit of America Management Corp
New York
$8.47M -$427K -3,910 -5%
LPIC
1930
LeJeune Puetz Investment Counsel
Michigan
$8.47M -$838K -7,677 -9%
BFC
1931
Bedel Financial Consulting
Indiana
$8.47M +$6.87K +63 +0.1%
PRWA
1932
Platte River Wealth Advisors
Colorado
$8.47M -$455K -4,166 -5%
LB
1933
Leo Brokerage
Texas
$8.45M +$2.53M +23,169 New
DMC
1934
Drexel Morgan & Co
Pennsylvania
$8.45M -$9.71K -89 -0.1%
TCCM
1935
Timber Creek Capital Management
Massachusetts
$8.44M -$292K -2,672 -4%
CFD
1936
Creative Financial Designs
Indiana
$8.43M +$667K +6,117 +9%
CIC
1937
Chase Investment Counsel
Virginia
$8.4M -$1.12M -10,257 -12%
LCAM
1938
London & Capital Asset Management
United Kingdom
$8.4M +$484K +4,435 +7%
HFM
1939
Hartford Financial Management
Connecticut
$8.4M -$237K -2,171 -3%
KMWM
1940
Keudell/Morrison Wealth Management
Oregon
$8.4M -$391K -3,583 -5%
RPA
1941
Rock Point Advisors
Vermont
$8.36M -$3.79M -34,719 -32%
CCMINC
1942
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.36M -$2.75M -25,218 -26%
BHBT
1943
Burke & Herbert Bank & Trust
Virginia
$8.36M +$443K +4,060 +6%
KA
1944
Kerrisdale Advisers
Florida
$8.34M
ACGDR
1945
Atmos Capital Gestao de Recursos
Brazil
$8.34M +$7.86M +72,000 New
ICM
1946
IMS Capital Management
Oregon
$8.33M -$142K -1,298 -2%
GAM
1947
Grandview Asset Management
Pennsylvania
$8.31M +$412K +3,776 +6%
AFM
1948
Abbot Financial Management
Massachusetts
$8.29M -$268K -2,453 -3%
BAM
1949
Bellevue Asset Management
Washington
$8.29M +$47.7K +437 +0.6%
ACA
1950
Atlas Capital Advisors
Wyoming
$8.28M -$329K -3,019 -4%