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Name Holding Trade Value Shares
Change
Change in
Stake
LBA
1951
Lowell Blake & Associates
Massachusetts
$270K +$63K +260 +28%
RIM
1952
Regent Investment Management
Kentucky
$269K +$8.48K +35 +3%
MFG
1953
MidWestOne Financial Group
Iowa
$268K
CS
1954
Cannell & Spears
New York
$267K -$26.4K -109 -8%
BRM
1955
Boston Research & Management
Massachusetts
$267K
ME
1956
McIlrath & Eck
Washington
$266K +$242 +1 +0.1%
LAS
1957
LWM Advisory Services
Florida
$266K +$70.3K +290 +33%
DIA
1958
Dana Investment Advisors
Wisconsin
$265K -$129K -534 -31%
ACM
1959
Alethea Capital Management
Washington
$265K -$90.9K -375 -24%
PL
1960
Parthenon LLC
Kentucky
$265K
CWC
1961
Carolinas Wealth Consulting
North Carolina
$265K +$10.2K +42 +4%
RTS
1962
Round Table Services
New Jersey
$264K
PO
1963
Private Ocean
California
$264K +$30.5K +126 +12%
EWM
1964
Endurance Wealth Management
Rhode Island
$263K -$7.27M -30,000 -96%
UL
1965
Unionview LLC
Washington
$263K -$146K -601 -34%
HCM
1966
Highview Capital Management
Illinois
$263K -$45.1K -186 -14%
DA
1967
Detalus Advisors
Missouri
$263K -$34.7K -143 -11%
DWM
1968
Destination Wealth Management
California
$262K -$74.4K -307 -21%
SSW
1969
Smith Shellnut Wilson
Mississippi
$262K
ORC
1970
O'Rourke & Company
Massachusetts
$262K +$485 +2 +0.2%
CFO
1971
Capitol Family Office
Oregon
$261K
FOA
1972
Five Oceans Advisors
California
$261K +$15.5K +64 +6%
CCG
1973
Coastwise Capital Group
California
$260K -$23K -95 -8%
LCOV
1974
London Company of Virginia
Virginia
$260K
AC
1975
Apella Capital
Connecticut
$260K +$8.97K +37 +3%