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Name Holding Trade Value Shares
Change
Change in
Stake
KSA
1951
Ken Stern & Associates
California
$1.45M +$52.6K +1,856 +4%
TCM
1952
Tuttle Capital Management
Connecticut
$1.45M +$420K +14,808 +42%
BFG
1953
Barber Financial Group
Kansas
$1.45M +$1.42M +50,060 New
LYV
1954
Live Your Vision
Pennsylvania
$1.44M +$1.28M +45,024 +944%
KLI
1955
Kelman-Lazarov Inc
Tennessee
$1.44M +$88.7K +3,128 +7%
AIM
1956
Assured Investment Management
New York
$1.44M -$1.41M -49,768 -50%
CCM
1957
Check Capital Management
California
$1.43M -$34.4K -1,212 -2%
SSP
1958
Sapphire Star Partners
Washington
$1.43M -$190K -6,708 -12%
CCB
1959
Cutter & Co Brokerage
Missouri
$1.43M +$10.3K +364 +0.7%
DE
1960
Day & Ennis
Georgia
$1.42M +$118K +4,160 +9%
SNBOSD
1961
Security National Bank of So Dak
Iowa
$1.42M -$6.35K -224 -0.5%
AIP
1962
Ahrens Investment Partners
Louisiana
$1.42M +$1.39M +49,128 New
NONA
1963
Ninety One North America
New York
$1.41M -$15.9K -560 -1%
KFP
1964
Keystone Financial Planning
Ohio
$1.4M -$55.7K -1,964 -4%
SNBOSCI
1965
Security National Bank of Sioux City Iowa
Iowa
$1.4M -$1.81K -64 -0.1%
WMG
1966
WESCAP Management Group
California
$1.4M +$19.7K +696 +1%
RT
1967
Rockland Trust
Massachusetts
$1.39M +$7.37K +260 +0.5%
MGIA
1968
Moneta Group Investment Advisors
Missouri
$1.39M +$584K +20,604 +75%
TBNY
1969
Trustco Bank (New York)
New York
$1.38M +$1.35M +47,740 New
PBO
1970
Peoples Bank (Ohio)
Ohio
$1.37M +$21.9K +772 +2%
MWM
1971
Mascoma Wealth Management
New Hampshire
$1.37M +$1.34M +47,268 New
RCM
1972
Radnor Capital Management
Pennsylvania
$1.37M +$1.34M +47,176 New
SMC
1973
S. Muoio & Co
New York
$1.36M -$68K -2,400 -5%
SG
1974
StoneX Group
New York
$1.36M +$1.33M +46,952 New
NERM
1975
New England Research & Management
Illinois
$1.35M -$133K -4,680 -9%