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Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
1951
Roman Butler Fullerton & Co
Missouri
$705K +$9.24K +27 +1%
KIG
1952
Kennedy Investment Group
New Jersey
$705K -$40.4K -118 -6%
TW
1953
Tempo Wealth
Ohio
$704K +$134K +391 +25%
SIC
1954
Samalin Investment Counsel
New York
$703K -$6.16K -18 -0.9%
BFG
1955
Bouchey Financial Group
New York
$702K +$38.7K +113 +6%
CAM
1956
CPA Asset Management
Florida
$701K
MWA
1957
Midland Wealth Advisors
Illinois
$700K +$12.7K +37 +2%
DDC
1958
DF Dent & Co
Maryland
$700K
LF
1959
Lantz Financial
Illinois
$700K -$1.37K -4 -0.2%
DP
1960
Dearborn Partners
Illinois
$699K -$11.6K -34 -2%
OBWG
1961
Onyx Bridge Wealth Group
New York
$699K -$2.05K -6 -0.3%
WFA
1962
Wellspring Financial Advisors
Ohio
$698K -$1.37K -4 -0.2%
CFS
1963
Commonwealth Financial Services
West Virginia
$696K -$18.5K -54 -3%
EIA
1964
Edgemoor Investment Advisors
Maryland
$692K
BTI
1965
Blue Trust Inc
Georgia
$691K -$47.9K -140 -7%
AAG
1966
Asset Advisory Group
New Jersey
$689K
WFC
1967
Western Financial Corp
California
$689K +$80.4K +235 +14%
BAM
1968
Bosun Asset Management
Illinois
$688K -$3.42K -10 -0.5%
RB
1969
Rodgers Brothers
Pennsylvania
$687K
APW
1970
Acima Private Wealth
Virginia
$685K
SI
1971
Saxon Interests
Texas
$685K -$3.77K -11 -0.6%
SWA
1972
SFMG Wealth Advisors
Texas
$682K +$69.1K +202 +12%
OP
1973
Oslo Pensjonsforsikring
$680K +$88K +257 +16%
SP
1974
SmartHarvest Portfolios
Washington
$679K +$31.8K +93 +5%
RIM
1975
RW Investment Management
Idaho
$678K -$18.8K -55 -3%