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Name Holding Trade Value Shares
Change
Change in
Stake
DDC
1951
DF Dent & Co
Maryland
$540K
IPW
1952
Impact Partnership Wealth
Georgia
$539K +$547K +1,931 New
WIC
1953
Woodmont Investment Counsel
Tennessee
$539K -$58.1K -205 -10%
RB
1954
Rodgers Brothers
Pennsylvania
$538K -$96.3K -340 -15%
CG
1955
CFO4Life Group
Texas
$538K -$32.3K -114 -6%
EIA
1956
Edgemoor Investment Advisors
Maryland
$531K -$567 -2 -0.1%
ME
1957
McIlrath & Eck
Washington
$530K +$240K +847 +80%
APW
1958
Acima Private Wealth
Virginia
$528K
DI
1959
Diligent Investors
California
$528K -$37.1K -131 -6%
CIC
1960
Chase Investment Counsel
Virginia
$524K +$89.8K +317 +20%
SPI
1961
Santori & Peters Inc
Pennsylvania
$522K
WTB
1962
Washington Trust Bank
Washington
$521K -$40.2K -142 -7%
ONST
1963
Old North State Trust
North Carolina
$521K +$85.8K +303 +19%
RA
1964
Ransom Advisory
Rhode Island
$520K
HFS
1965
Howard Financial Services
Texas
$520K -$215K -760 -29%
AC
1966
Apella Capital
Connecticut
$519K +$125K +440 +33%
MCWA
1967
Meadow Creek Wealth Advisors
Georgia
$519K -$4.25K -15 -0.8%
SAA
1968
Southeast Asset Advisors
Georgia
$518K
KA
1969
Klingman & Associates
New York
$518K +$143K +505 +37%
BI
1970
Bolthouse Investments
California
$517K
AOWM
1971
Alpha Omega Wealth Management
Virginia
$515K
SSW
1972
Stone Summit Wealth
Florida
$512K +$27.5K +97 +6%
BIA
1973
Beacon Investment Advisors
Maryland
$512K
SIM
1974
Sentry Investment Management
Wisconsin
$512K
GEA
1975
Glen Eagle Advisors
New Jersey
$512K -$7.37K -26 -1%