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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1951
Alpha Omega Wealth Management
Virginia
$596K -$12.4K -38 -2%
BIA
1952
Barry Investment Advisors
Massachusetts
$596K -$68.4K -209 -10%
WA
1953
WBH Advisory
Maryland
$594K +$65.1K +199 +12%
SGWM
1954
Sterling Group Wealth Management
California
$591K
SBIA
1955
Sheaff Brock Investment Advisors
Indiana
$591K -$981 -3 -0.2%
SA
1956
Scarborough Advisors
Maryland
$591K +$27.1K +83 +5%
CCA
1957
Clearwater Capital Advisors
Illinois
$589K -$3.6K -11 -0.6%
RFS
1958
Richardson Financial Services
Massachusetts
$586K
GAB
1959
German American Bancorp
Indiana
$586K +$32.7K +100 +6%
DTC
1960
Davidson Trust Company
Washington
$581K +$28.8K +88 +5%
BWP
1961
Balboa Wealth Partners
Arizona
$579K +$197K +603 +51%
IFPG
1962
Intrepid Financial Planning Group
Indiana
$579K
LF
1963
LifeSteps Financial
California
$576K +$166K +509 +40%
CSC
1964
Caldwell Sutter Capital
California
$574K -$21.9K -67 -4%
NAS
1965
Nicolet Advisory Services
Wisconsin
$572K -$33K -101 -5%
FIM
1966
Fruth Investment Management
Texas
$572K -$33.7K -103 -5%
FNBTCON
1967
First National Bank & Trust Co of Newtown
Pennsylvania
$570K
RA
1968
Ransom Advisory
Rhode Island
$568K
MWM
1969
Merriman Wealth Management
Washington
$568K -$36K -110 -6%
ACM
1970
Arcataur Capital Management
Wisconsin
$566K -$654 -2 -0.1%
SNB
1971
Security National Bank
Nebraska
$565K
KLWA
1972
Kelly Lawrence W & Associates
California
$564K -$24.5K -75 -4%
GFPC
1973
Global Financial Private Client
Florida
$563K +$39.3K +120 +7%
TCBWMS
1974
Texas Capital Bank Wealth Management Services
Texas
$563K +$337K +1,031 +144%
SSW
1975
Stone Summit Wealth
Florida
$563K