Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1951
Landmark Financial Advisors
Kentucky
$664K +$32K +250 +6%
NRW
1952
Nova R Wealth
Kansas
$663K +$603K +4,709 New
PAM
1953
Premier Asset Management
Illinois
$661K +$76.8K +600 +15%
SAF
1954
Smith Anglin Financial
Texas
$660K +$274K +2,143 +84%
CAM
1955
Covenant Asset Management
New Jersey
$659K – – –
BI
1956
Ballast Inc
Kentucky
$659K +$320K +2,502 +115%
PCM
1957
Pointe Capital Management
Michigan
$656K +$3.71K +29 +0.6%
FC
1958
Financial Council
Maryland
$655K +$1.92K +15 +0.3%
RIM
1959
Redwood Investment Management
Arizona
$655K +$596K +4,653 New
MCM
1960
Mengis Capital Management
Oregon
$654K -$3.84K -30 -0.6%
BMC
1961
Beaton Management Company
Massachusetts
$653K – – –
PA
1962
Probity Advisors
Texas
$652K -$35.8K -280 -6%
PFG
1963
Piershale Financial Group
Illinois
$652K -$12K -94 -2%
PP
1964
Patron Partners
Texas
$652K -$256 -2 -0%
GWAM
1965
Guardian Wealth Advisors (Minnesota)
Minnesota
$650K -$6.78K -53 -1%
EFA
1966
Evernest Financial Advisors
Indiana
$649K +$743K +5,804 New
ACA
1967
Ackerman Capital Advisors
Texas
$647K – – –
SF
1968
SBK Financial
Virginia
$647K +$589K +4,600 New
GIP
1969
Greatmark Investment Partners
Georgia
$646K – – –
FAFN
1970
First Affirmative Financial Network
Colorado
$645K -$50.3K -393 -8%
TCB
1971
Texas Capital Bancshares
Texas
$645K -$3.58K -28 -0.6%
MI
1972
Markston International
New York
$645K -$1.15K -9 -0.2%
CWM
1973
Cabot Wealth Management
Massachusetts
$641K -$16.3K -127 -3%
CBT
1974
CoreFirst Bank & Trust
Kansas
$641K – – –
NCM
1975
NCM Capital Management
New Jersey
$639K +$581K +4,537 New