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Name Holding Trade Value Shares
Change
Change in
Stake
DIP
1951
Davis Investment Partners
North Carolina
$716K
CFG
1952
Copley Financial Group
California
$715K -$22.9K -180 -3%
GJWM
1953
Gilliland Jeter Wealth Management
Arkansas
$715K -$3.18K -25 -0.5%
BWM
1954
Baron Wealth Management
Michigan
$714K +$234K +1,836 +52%
VCAM
1955
Van Cleef Asset Management
Ohio
$714K +$11.3K +89 +2%
LF
1956
Lighthouse Financial
Florida
$713K -$26.9K -211 -4%
HWA
1957
HMV Wealth Advisors
Louisiana
$713K
CA
1958
Cornerstone Advisory
Maryland
$712K +$31.9K +251 +5%
CPA
1959
Court Place Advisors
Maryland
$711K -$86.9K -683 -11%
4A
1960
4Wealth Advisors
Illinois
$710K +$32.2K +253 +5%
LF
1961
Lantz Financial
Illinois
$710K +$4.96K +39 +0.7%
FWP
1962
FAS Wealth Partners
Kansas
$707K +$4.07K +32 +0.6%
AC
1963
AXQ Capital
New Jersey
$705K +$677K +5,316 New
FMTC
1964
Farmers & Merchants Trust Company
California
$702K +$88.2K +693 +15%
PFS
1965
Physicians Financial Services
North Carolina
$702K -$6.36K -50 -0.9%
NWA
1966
New World Advisors
Massachusetts
$698K +$92.5K +727 +16%
DOA
1967
D'Orazio & Associates
Virginia
$694K +$31.9K +251 +5%
CIM
1968
CIM Investment Management
Pennsylvania
$693K -$382 -3 -0.1%
SIM
1969
Sentry Investment Management
Wisconsin
$692K -$211K -1,655 -23%
CSB
1970
City State Bank
Iowa
$691K
AAP
1971
Arax Advisory Partners
Colorado
$691K -$299K -2,353 -31%
SAMT
1972
Select Asset Management & Trust
Pennsylvania
$690K
CCA
1973
Corps Capital Advisors
Texas
$690K
CWM
1974
Chesapeake Wealth Management
Virginia
$688K -$104K -820 -14%
SWM
1975
Salvus Wealth Management
New Jersey
$688K +$17.3K +136 +3%