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Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
1951
Onyx Bridge Wealth Group
New York
$502K +$70.2K +242 +16%
CIC
1952
Chase Investment Counsel
Virginia
$501K -$29.6K -102 -5%
GAB
1953
German American Bancorp
Indiana
$500K -$16.5K -57 -3%
CAM
1954
Campion Asset Management
Virginia
$499K -$8.7K -30 -2%
MIM
1955
Merrion Investment Management
New Jersey
$499K -$203K -700 -28%
BFG
1956
Bouchey Financial Group
New York
$498K +$20.9K +72 +4%
EAM
1957
Evanson Asset Management
California
$498K -$12.8K -44 -2%
ACM
1958
Arcataur Capital Management
Wisconsin
$497K +$21.2K +73 +4%
CSC
1959
Caldwell Sutter Capital
California
$497K +$12.5K +43 +3%
SNB
1960
Security National Bank
Nebraska
$496K +$92.5K +319 +22%
SFG
1961
SNS Financial Group
Minnesota
$493K -$17.1K -59 -3%
FIM
1962
Fruth Investment Management
Texas
$491K
IWM
1963
Iams Wealth Management
Nebraska
$491K -$438K -1,511 -46%
EI
1964
Ellevest Inc
New York
$490K -$95.1K -328 -16%
HFS
1965
Hopwood Financial Services
Virginia
$490K +$8.99K +31 +2%
BEC
1966
Blue Edge Capital
Virginia
$489K
CCA
1967
Cobblestone Capital Advisors
New York
$488K +$10.2K +35 +2%
SA
1968
Scarborough Advisors
Maryland
$488K +$290 +1 +0.1%
OFS
1969
Orrstown Financial Services
Pennsylvania
$487K -$98.9K -341 -16%
BHA
1970
Beech Hill Advisors
New York
$487K +$65.3K +225 +15%
WA
1971
WBH Advisory
Maryland
$486K -$1.45K -5 -0.3%
OC
1972
Oakworth Capital
Alabama
$486K +$80.6K +278 +19%
RIG
1973
Renaissance Investment Group
Massachusetts
$482K -$11.6K -40 -2%
PIM
1974
Profit Investment Management
Maryland
$482K -$254K -877 -34%
WFA
1975
Wellspring Financial Advisors
Ohio
$482K -$150K -516 -23%