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Name Holding Trade Value Shares
Change
Change in
Stake
CFGW
1926
Chancellor Financial Group WB
Pennsylvania
$19.6M +$51.8K +199 +0.3%
SM
1927
Sweeney & Michel
California
$19.6M -$34.9K -134 -0.2%
LSIA
1928
LaSalle St. Investment Advisors
Illinois
$19.6M +$2.26M +8,666 +13%
IRAG
1929
Investment Research & Advisory Group
Georgia
$19.5M -$180K -690 -0.9%
AAG
1930
Armstrong Advisory Group
Massachusetts
$19.5M -$969K -3,722 -5%
BFC
1931
Bedel Financial Consulting
Indiana
$19.5M -$223K -858 -1%
COCM
1932
Charter Oak Capital Management
New Hampshire
$19.5M -$415K -1,595 -2%
LOPW
1933
Live Oak Private Wealth
North Carolina
$19.5M +$29.9K +115 +0.1%
BWS
1934
Buck Wealth Strategies
Colorado
$19.5M +$413K +1,586 +2%
ERIC
1935
Eagle Rock Investment Company
Georgia
$19.5M -$29.7K -114 -0.1%
WJS
1936
William John Sempolinski
Massachusetts
$19.5M +$1.06M +4,089 +6%
EAM
1937
Empirical Asset Management
Massachusetts
$19.4M -$3.1M -11,917 -13%
IA
1938
Insight Advisors
Pennsylvania
$19.3M -$1.44M -5,525 -7%
CC
1939
Capital Counsel
New York
$19.3M +$1.58M +6,080 +9%
DCM
1940
DGS Capital Management
New Jersey
$19.3M +$1.69M +6,496 +9%
SF
1941
Symphony Financial
Texas
$19.3M +$853K +3,278 +4%
HCP
1942
Hexagon Capital Partners
Arkansas
$19.3M +$1.35M +5,172 +7%
UWM
1943
Udine Wealth Management
Florida
$19.3M +$920K +3,536 +5%
BA
1944
Ballast Advisors
Minnesota
$19.3M -$381K -1,463 -2%
LHC
1945
Little House Capital
Massachusetts
$19.3M -$929K -3,568 -4%
MAM
1946
Milestone Asset Management
Pennsylvania
$19.3M -$728K -2,796 -4%
FCFC
1947
First Commonwealth Financial Corp
Pennsylvania
$19.3M +$796K +3,058 +4%
ISB
1948
Iowa State Bank
Iowa
$19.3M -$687K -2,638 -3%
FMB
1949
Field & Main Bank
Kentucky
$19.2M -$312K -1,200 -2%
NCM
1950
Neumann Capital Management
California
$19.2M -$572K -2,198 -3%