Name Holding Trade Value Shares
Change
Change in
Stake
CBB
1926
Citizens Business Bank
California
$560K -$11.3K -40 -2%
AWF
1927
Alpha Wealth Funds
Utah
$560K – – –
CAM
1928
Creekmur Asset Management
Illinois
$560K +$52.1K +184 +10%
CFMC
1929
Curbstone Financial Management Corp
New Hampshire
$560K -$93.5K -330 -14%
SI
1930
Saxon Interests
Texas
$558K – – –
CFS
1931
Commonwealth Financial Services
West Virginia
$556K +$5.1K +18 +0.9%
UAML
1932
US Asset Management LLC
Pennsylvania
$556K – – –
3F
1933
360 Financial
Minnesota
$556K +$3.4K +12 +0.6%
WAM
1934
Wakefield Asset Management
Colorado
$551K +$559K +1,974 New
SIG
1935
Sky Investment Group
Connecticut
$551K -$28.3K -100 -5%
HWA
1936
Heritage Wealth Advisors
Virginia
$551K – – –
PCP
1937
Proficio Capital Partners
Massachusetts
$551K -$38K -134 -6%
BHPW
1938
Beverly Hills Private Wealth
California
$550K +$10.5K +37 +2%
SPL
1939
Smart Portfolios LLC
Washington
$550K -$5.67K -20 -1%
FNC
1940
First National Corp
Massachusetts
$550K -$3.97K -14 -0.7%
BFS
1941
Burkett Financial Services
South Carolina
$548K -$6.8K -24 -1%
LBWM
1942
Left Brain Wealth Management
Illinois
$548K -$49.9K -176 -8%
DWM
1943
Destination Wealth Management
California
$546K +$168K +593 +43%
GSWM
1944
Golden State Wealth Management
California
$546K +$5.95K +21 +1%
IA
1945
Insight Advisors
Pennsylvania
$543K +$283 +1 +0.1%
RIM
1946
RW Investment Management
Idaho
$541K +$3.4K +12 +0.6%
LWMM
1947
Legacy Wealth Management (Mississippi)
Mississippi
$541K – – –
TW
1948
TritonPoint Wealth
Maryland
$540K +$30K +106 +6%
FTC
1949
Farmers Trust Company
Ohio
$540K -$21K -74 -4%
DDC
1950
DF Dent & Co
Maryland
$540K – – –