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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1926
Samalin Investment Counsel
New York
$370K -$23.9K -236 -6%
GWCM
1927
Godshalk Welsh Capital Management
Pennsylvania
$370K – – –
SFM
1928
Systematic Financial Management
New Jersey
$370K – – –
WB
1929
West Bancorporation
Iowa
$370K +$16.6K +164 +5%
CF
1930
Copperwynd Financial
Arizona
$369K +$92.7K +914 +37%
DW
1931
Domani Wealth
Pennsylvania
$368K -$76.5K -754 -18%
SCA
1932
Stonebridge Capital Advisors
Minnesota
$367K -$10K -99 -3%
GGI
1933
Godsey & Gibb Inc
Virginia
$366K -$65.9K -650 -16%
EW
1934
Evoke Wealth
California
$366K +$23.8K +235 +8%
WRM
1935
Weybosset Research & Management
Rhode Island
$365K -$142K -1,400 -29%
SAA
1936
Southeast Asset Advisors
Georgia
$365K +$101 +1 +0%
CISOA
1937
Capital Investment Services of America
Wisconsin
$364K – – –
PWM
1938
PRW Wealth Management
Massachusetts
$363K -$5.07K -50 -1%
SRC
1939
Shufro Rose & Co
New York
$363K -$2.54K -25 -0.7%
WP
1940
WealthShield Partners
North Carolina
$361K -$12.2K -120 -3%
CWM
1941
Cabot Wealth Management
Massachusetts
$361K – – –
NF
1942
Nikulski Financial
Iowa
$360K – – –
FAG
1943
Financial Advisory Group
Texas
$359K -$4.06K -40 -1%
VVP
1944
Venture Visionary Partners
Ohio
$358K +$101 +1 +0%
VC
1945
Vicus Capital
Pennsylvania
$357K -$37.6K -371 -10%
PFO
1946
Pathstone Family Office
New Jersey
$357K -$19.5K -192 -6%
DDPIC
1947
Deroy & Devereaux Private Investment Counsel
Michigan
$357K – – –
BCA
1948
Bray Capital Advisors
Florida
$356K – – –
PAA
1949
Peregrine Asset Advisers
Oregon
$355K -$3.75K -37 -1%
CS
1950
Cannell & Spears
New York
$355K +$331K +3,259 New