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Name Holding Trade Value Shares
Change
Change in
Stake
EIA
1951
Edgemoor Investment Advisors
Maryland
$533K -$23.7K -80 -4%
BHIA
1952
Birch Hill Investment Advisors
Massachusetts
$533K +$12.5K +42 +2%
IAG
1953
Investment Advisory Group
Massachusetts
$532K -$5.64K -19 -0.9%
MAC
1954
Mason & Associates (California)
California
$529K -$72.1K -243 -11%
NA
1955
Nautilus Advisors
California
$529K +$602K +2,030 New
AAM
1956
Aureus Asset Management
Massachusetts
$527K -$17.8K -60 -3%
LTI
1957
Laffer Tengler Investments
Tennessee
$524K -$239K -804 -29%
AWF
1958
Alpha Wealth Funds
Utah
$522K +$595K +2,004 New
UAML
1959
US Asset Management LLC
Pennsylvania
$522K -$22.8K -77 -4%
ZIG
1960
Zuckerman Investment Group
Illinois
$521K +$535K +1,803 New
RFS
1961
Richardson Financial Services
Massachusetts
$520K +$37.7K +127 +7%
NWAG
1962
Net Worth Advisory Group
Utah
$520K -$8.9K -30 -1%
BFS
1963
Burkett Financial Services
South Carolina
$520K -$48.1K -162 -8%
A
1964
AlphaQuest
New York
$519K +$22K +74 +4%
SPL
1965
Smart Portfolios LLC
Washington
$518K -$11.9K -40 -2%
AIS
1966
American Investment Services
Massachusetts
$516K +$587K +1,979 New
RCWM
1967
Red Crane Wealth Management
California
$515K +$586K +1,975 New
GB
1968
Goepper Burkhardt
South Carolina
$515K -$5.34K -18 -0.9%
3F
1969
360 Financial
Minnesota
$513K
ITIM
1970
Indiana Trust & Investment Management
Indiana
$511K
EFG
1971
Everhart Financial Group
Ohio
$510K -$485K -1,633 -46%
WPP
1972
Whalerock Point Partners
Rhode Island
$510K -$27.3K -92 -4%
TCBWMS
1973
Texas Capital Bank Wealth Management Services
Texas
$509K +$61.4K +207 +12%
IA
1974
Insight Advisors
Pennsylvania
$509K -$13.6K -46 -2%
ECAM
1975
East Coast Asset Management
Massachusetts
$508K