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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1951
Arcataur Capital Management
Wisconsin
$503K
CCFM
1952
Clear Creek Financial Management
Washington
$503K +$293K +1,000 +130%
WTFG
1953
Wells Trecaso Financial Group
Ohio
$501K +$21.1K +72 +4%
DFC
1954
DB Fitzpatrick & Co
Idaho
$500K -$673K -2,301 -57%
GWM
1955
Geneos Wealth Management
Colorado
$499K -$68.2K -233 -12%
MAC
1956
Mason & Associates (California)
California
$499K -$81.9K -280 -14%
KPWG
1957
KFA Private Wealth Group
Virginia
$498K +$94.8K +324 +23%
LC
1958
Landaas & Company
Wisconsin
$498K
SPL
1959
Smart Portfolios LLC
Washington
$498K
GAB
1960
German American Bancorp
Indiana
$497K -$293 -1 -0.1%
LCC
1961
Lincoln Capital Corp
Rhode Island
$497K
SSW
1962
Stone Summit Wealth
Florida
$496K -$585 -2 -0.1%
SA
1963
Scarborough Advisors
Maryland
$495K -$4.97K -17 -1%
VAS
1964
Vestmark Advisory Solutions
Massachusetts
$494K -$42.7K -146 -8%
BEC
1965
Blue Edge Capital
Virginia
$493K
SFA
1966
Seneca Financial Advisors
New York
$491K
KIA
1967
KLR Investment Advisors
Rhode Island
$491K -$84.3K -288 -14%
RVPG
1968
Relative Value Partners Group
$490K +$293 +1 +0.1%
CAL
1969
Capital Analysts LLC
Pennsylvania
$488K +$4.1K +14 +0.8%
CL
1970
CSS LLC
Illinois
$483K +$117K +400 +31%
KC
1971
Knuff & Co
California
$483K +$439K +1,500 +750%
BIP
1972
Blueprint Investment Partners
North Carolina
$483K -$128K -437 -20%
LF
1973
Lantz Financial
Illinois
$481K -$4.97K -17 -1%
KCM
1974
Kanawha Capital Management
Virginia
$481K +$234K +800 +90%
RA
1975
Ransom Advisory
Rhode Island
$480K +$494K +1,687 New