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Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1951
GM Advisory Group
New York
$312K +$62.8K +175 +25%
CASB
1952
Cape Ann Savings Bank
Massachusetts
$312K -$723K -2,015 -70%
CCAM
1953
Cascades Capital Asset Management
North Carolina
$311K -$19K -53 -6%
KOC
1954
Koss-Olinger Consulting
Florida
$307K
RIM
1955
RW Investment Management
Idaho
$307K
BWS
1956
Broadway Wealth Solutions
Texas
$306K +$40.9K +114 +15%
HT
1957
Heritage Trust
Oklahoma
$305K +$1.79K +5 +0.6%
HFM
1958
Hartford Financial Management
Connecticut
$305K
BMWS
1959
Brady Martz Wealth Solutions
North Dakota
$305K -$9.33K -26 -3%
FA
1960
Financial Alternatives
California
$305K
JFL
1961
Jarislowsky, Fraser Ltd
Quebec, Canada
$305K
BTWM
1962
Baker Tilly Wealth Management
Wisconsin
$304K -$78.6K -219 -20%
EWS
1963
Eagle Wealth Strategies
New Jersey
$304K +$1.79K +5 +0.6%
VEA
1964
Virtus ETF Advisers
New York
$304K +$116K +324 +60%
AWM
1965
Ariadne Wealth Management
California
$304K -$168K -467 -34%
LPT
1966
Legacy Private Trust
Wisconsin
$303K -$1.66M -4,628 -84%
AAS
1967
Ameritas Advisory Services
Nebraska
$303K -$438K -1,221 -59%
SCA
1968
Strathmore Capital Advisors
North Carolina
$303K -$15.1K -42 -5%
RYIA
1969
Roehl & Yi Investment Advisors
Oregon
$303K +$6.73M +18,752 +1,855%
HWM
1970
Hemington Wealth Management
Virginia
$302K -$11.8K -33 -4%
CPA
1971
Cardiff Park Advisors
California
$302K
TGIA
1972
Torrey Growth & Income Advisors
California
$302K +$307K +855 New
MYIA
1973
Mount Yale Investment Advisors
Colorado
$301K -$267K -745 -47%
OPWM
1974
Oregon Pacific Wealth Management
Oregon
$301K +$35.2K +98 +13%
WI
1975
Wedgewood Investors
Pennsylvania
$301K