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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1926
Simplify Asset Management
Nevada
$296K +$282K +1,226 New
STA
1927
Summit Trail Advisors
New York
$295K -$4.83K -21 -2%
WCM
1928
WealthBridge Capital Management
Ohio
$294K -$8.04K -35 -3%
FSA
1929
Fort Sheridan Advisors
Illinois
$294K -$3.68K -16 -1%
BBNA
1930
Bremer Bank National Association
Minnesota
$294K +$4.59K +20 +2%
SOS
1931
Silver Oak Securities
Tennessee
$294K +$267K +1,163 New
SMA
1932
Sage Mountain Advisors
Georgia
$292K -$332K -1,447 -55%
CANC
1933
Culbertson A N & Co
Virginia
$292K +$278K +1,210 New
SSW
1934
Smith Shellnut Wilson
Mississippi
$291K -$5.05K -22 -2%
TAM
1935
Trillium Asset Management
Massachusetts
$290K -$73.5K -320 -21%
AL
1936
ADE LLC
Maryland
$290K – – –
KTA
1937
Keeley-Teton Advisors
Illinois
$290K – – –
AWM
1938
Aries Wealth Management
Maine
$290K +$276K +1,200 New
OFG
1939
Omega Financial Group
California
$290K +$276K +1,200 New
CFS
1940
CRA Financial Services
New Jersey
$289K -$27.6K -120 -9%
TF
1941
Trek Financial
Arizona
$289K -$22.3K -97 -8%
SI
1942
Saxon Interests
Texas
$289K +$230 +1 +0.1%
DWM
1943
Destination Wealth Management
California
$288K -$41.4K -180 -13%
CWC
1944
Carolinas Wealth Consulting
North Carolina
$288K -$32.4K -141 -11%
KFC
1945
Klingenstein Fields & Co
New York
$288K – – –
ME
1946
McIlrath & Eck
Washington
$288K +$230 +1 +0.1%
GAM
1947
Gemmer Asset Management
California
$288K +$2.07K +9 +0.8%
BRM
1948
Boston Research & Management
Massachusetts
$287K – – –
WAS
1949
Wealth Advisory Solutions
Indiana
$287K +$272K +1,185 New
DAM
1950
Delta Asset Management
Tennessee
$285K – – –