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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
1926
Laurel Wealth Planning
Minnesota
$154K
KC
1927
Kenfarb & Co
Kentucky
$152K
RTC
1928
Riverview Trust Company
Washington
$150K -$90.1K -238 -30%
NICM
1929
Neo Ivy Capital Management
New York
$150K +$184K +486 +824%
CMP
1930
Coston McIsaac & Partners
Maine
$148K
MA
1931
MCF Advisors
Kentucky
$146K +$27.2K +72 +16%
AWM
1932
Activest Wealth Management
Florida
$144K +$151K +400 +325%
SIC
1933
SJS Investment Consulting
Ohio
$143K +$197K +520 New
TWA
1934
TCI Wealth Advisors
Arizona
$142K -$55.6K -147 -22%
VWM
1935
Valley Wealth Managers
New Jersey
$140K
HS
1936
Horan Securities
United States
$140K +$186K +491 +2,728%
DIP
1937
DT Investment Partners
Pennsylvania
$138K -$202K -533 -52%
CAL
1938
Capital Advisors Ltd
Ohio
$135K
CWM
1939
Cedar Wealth Management
California
$135K
FFA
1940
Fairfield Financial Advisors
Massachusetts
$135K -$45K -119 -20%
SC
1941
Seldon Capital
California
$134K
CT
1942
Clearstead Trust
Maine
$131K +$166K +440 +1,158%
WPA
1943
West Paces Advisors
Georgia
$129K -$21.6K -57 -11%
AIP
1944
Almanack Investment Partners
Pennsylvania
$127K -$83.2K -220 -32%
GWS
1945
Glassman Wealth Services
Virginia
$127K -$34.1K -90 -16%
GI
1946
Gradient Investments
Minnesota
$122K -$10.7M -28,181 -98%
ME
1947
McIlrath & Eck
Washington
$119K
RCM
1948
Raleigh Capital Management
North Carolina
$119K +$6.43K +17 +4%
DMBA
1949
Deseret Mutual Benefit Administrators
Utah
$117K -$13.6K -36 -8%
BCM
1950
Blume Capital Management
California
$117K