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Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
1951
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$595K +$68K +124 +12%
WOSD
1952
WFA of San Diego
California
$595K
WSC
1953
Wellington Shields & Co
New York
$595K +$159K +289 +34%
CCFM
1954
Clear Creek Financial Management
Washington
$594K -$42.2K -77 -6%
KSB
1955
Kennebec Savings Bank
Maine
$588K +$623K +1,136 New
EFG
1956
Ethos Financial Group
Pennsylvania
$588K +$78.4K +143 +14%
BTWM
1957
Baker Tilly Wealth Management
Wisconsin
$588K -$318K -579 -34%
BIA
1958
Bigelow Investment Advisors
Maine
$588K +$38.4K +70 +7%
RMCM
1959
Reynders McVeigh Capital Management
Massachusetts
$585K +$55.4K +101 +10%
CM
1960
Capula Management
Cayman Islands
$584K +$374K +682 +153%
SRL
1961
Scientech Research LLC
New Jersey
$584K +$619K +1,128 New
SFCL
1962
Strengthening Families & Communities LLC
Massachusetts
$583K
KA
1963
Kozak & Associates
Colorado
$581K +$21.4K +39 +3%
KC
1964
Knuff & Co
California
$577K
NG
1965
Northstar Group
New York
$577K +$16.5K +30 +3%
SCP
1966
Sandhill Capital Partners
New York
$572K -$4.94K -9 -0.8%
SFB
1967
STAR Financial Bank
Indiana
$571K -$177K -323 -23%
PBC
1968
Pavion Blue Capital
California
$571K
LFG
1969
Larson Financial Group
Missouri
$570K +$309K +564 +105%
CBTWT
1970
Community Bank & Trust (Waco, Texas)
Texas
$568K +$11K +20 +2%
SAM
1971
Secure Asset Management
Michigan
$568K +$167K +305 +39%
RIA
1972
Realta Investment Advisors
Delaware
$567K +$358K +653 +142%
AWM
1973
Aprio Wealth Management
Georgia
$565K +$135K +247 +29%
WAOI
1974
Wealth Advisors of Iowa
Iowa
$564K
TC
1975
Truvestments Capital
Florida
$564K +$548 +1 +0.1%