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Name Holding Trade Value Shares
Change
Change in
Stake
BM
1926
Brandywine Managers
Delaware
$1.33M
CFD
1927
Creative Financial Designs
Indiana
$1.33M +$140K +1,500 +12%
BFPW
1928
BOK Financial Private Wealth
Colorado
$1.33M +$343K +3,680 +35%
MWA
1929
Martel Wealth Advisors
Washington
$1.33M
GFPC
1930
Global Financial Private Capital
Florida
$1.33M -$3.64M -39,120 -74%
CHAM
1931
Clear Harbor Asset Management
Connecticut
$1.33M -$74.5K -800 -5%
FCA
1932
FLC Capital Advisors
California
$1.33M +$466K +5,000 +58%
SA
1933
Shilanski & Associates
Alaska
$1.32M +$1.3M +13,980 New
CCM
1934
Cohen Capital Management
California
$1.32M -$1.86K -20 -0.1%
F
1935
Filament
Washington
$1.32M +$27.9K +300 +2%
FAM
1936
Formidable Asset Management
Ohio
$1.32M +$1.31M +14,080 New
MBT
1937
Monroe Bank & Trust
Michigan
$1.31M -$50.3K -540 -4%
SDWIA
1938
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.3M
RCM
1939
RNC Capital Management
California
$1.3M +$42.8K +460 +3%
JWA
1940
JFS Wealth Advisors
Pennsylvania
$1.3M +$37.3K +400 +3%
AWM
1941
Apollon Wealth Management
South Carolina
$1.3M +$74.5K +800 +6%
PTB
1942
Pioneer Trust Bank
Oregon
$1.3M +$481K +5,160 +60%
SBA
1943
Secrest Blakey & Associates
North Carolina
$1.3M -$13K -140 -1%
LP
1944
LMR Partners
United Kingdom
$1.29M -$14.6M -156,620 -92%
KP
1945
Keel Point
Alabama
$1.29M -$44.7K -480 -3%
AEPG
1946
American Economic Planning Group
New Jersey
$1.29M +$14.9K +160 +1%
FMTCOCP
1947
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.29M +$18.6K +200 +1%
HKAM
1948
Horizon Kinetics Asset Management
New York
$1.28M -$59.6K -640 -5%
NHC
1949
Nicholas Hoffman & Company
Georgia
$1.28M -$57.8K -620 -4%
CHA
1950
Carmichael Hill & Associates
Maryland
$1.27M +$46.6K +500 +4%