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Name Holding Trade Value Shares
Change
Change in
Stake
LF
1951
Lantz Financial
Illinois
$330K -$51K -106 -13%
MPW
1952
Monterey Private Wealth
California
$330K +$4.33K +9 +1%
TC
1953
Titleist Capital
Texas
$330K +$30.8K +64 +10%
CWM
1954
Centric Wealth Management
Illinois
$330K +$73.6K +153 +27%
WA
1955
WESPAC Advisors
California
$329K -$20.7K -43 -6%
ICM
1956
Ionic Capital Management
New York
$329K +$347K +722 New
SOS
1957
Silver Oak Securities
Tennessee
$329K +$357K +743 New
AC
1958
Addison Capital
Pennsylvania
$328K +$37K +77 +12%
PPP
1959
Private Portfolio Partners
New Jersey
$326K +$26.9K +56 +8%
SGCA
1960
Steel Grove Capital Advisors
Tennessee
$326K -$76K -158 -18%
NGA
1961
Naples Global Advisors
Florida
$326K -$35.6K -74 -9%
TPM
1962
Triasima Portfolio Management
Quebec, Canada
$326K -$21.2K -44 -6%
EHC
1963
Everett Harris & Co
California
$326K +$30.3K +63 +10%
TIM
1964
Thompson Investment Management
Wisconsin
$325K -$168K -350 -33%
FPFS
1965
First Personal Financial Services
North Carolina
$323K
GHAM
1966
Gilman Hill Asset Management
Connecticut
$322K -$347K -721 -50%
CFS
1967
CRA Financial Services
New Jersey
$321K +$121K +252 +56%
SCF
1968
Sante Capital Fund
Texas
$321K +$339K +705 New
MA
1969
MONECO Advisors
Connecticut
$320K +$8.18K +17 +2%
SPP
1970
Single Point Partners
Massachusetts
$320K +$162K +337 +92%
SAM
1971
Secure Asset Management
Michigan
$319K -$39.5K -82 -10%
OGC
1972
Oak Grove Capital
New Hampshire
$319K +$144K +300 +75%
CCM
1973
Chiron Capital Management
Florida
$319K +$337K +700 New
CST
1974
Charles Schwab Trust
Nevada
$318K -$49.6K -103 -13%
MGAM
1975
McGowan Group Asset Management
Texas
$318K -$33.2K -69 -9%