Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1951
Impact Partnership Wealth
Georgia
$539K +$547K +1,931 New
WIC
1952
Woodmont Investment Counsel
Tennessee
$539K -$58.1K -205 -10%
RB
1953
Rodgers Brothers
Pennsylvania
$538K -$96.3K -340 -15%
CG
1954
CFO4Life Group
Texas
$538K -$32.3K -114 -6%
EIA
1955
Edgemoor Investment Advisors
Maryland
$531K -$567 -2 -0.1%
ME
1956
McIlrath & Eck
Washington
$530K +$240K +847 +80%
APW
1957
Acima Private Wealth
Virginia
$528K – – –
DI
1958
Diligent Investors
California
$528K -$37.1K -131 -6%
CIC
1959
Chase Investment Counsel
Virginia
$524K +$89.8K +317 +20%
SPI
1960
Santori & Peters Inc
Pennsylvania
$522K – – –
WTB
1961
Washington Trust Bank
Washington
$521K -$40.2K -142 -7%
ONST
1962
Old North State Trust
North Carolina
$521K +$85.8K +303 +19%
RA
1963
Ransom Advisory
Rhode Island
$520K – – –
HFS
1964
Howard Financial Services
Texas
$520K -$215K -760 -29%
AC
1965
Apella Capital
Connecticut
$519K +$125K +440 +33%
MCWA
1966
Meadow Creek Wealth Advisors
Georgia
$519K -$4.25K -15 -0.8%
SAA
1967
Southeast Asset Advisors
Georgia
$518K – – –
KA
1968
Klingman & Associates
New York
$518K +$143K +505 +37%
BI
1969
Bolthouse Investments
California
$517K – – –
AOWM
1970
Alpha Omega Wealth Management
Virginia
$515K – – –
SSW
1971
Stone Summit Wealth
Florida
$512K +$27.5K +97 +6%
BIA
1972
Beacon Investment Advisors
Maryland
$512K – – –
SIM
1973
Sentry Investment Management
Wisconsin
$512K – – –
GEA
1974
Glen Eagle Advisors
New Jersey
$512K -$7.37K -26 -1%
GAB
1975
German American Bancorp
Indiana
$511K +$17K +60 +3%