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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
1926
Founders Financial Securities
Maryland
$5.3M +$155K +900 +3%
SAM
1927
SignalPoint Asset Management
Missouri
$5.29M +$48.3K +280 +0.9%
KA
1928
Klingman & Associates
New York
$5.29M +$214K +1,240 +4%
GIM
1929
Grassi Investment Management
California
$5.29M +$103K +600 +2%
SG
1930
Somerset Group
Minnesota
$5.28M
CIS
1931
Connors Investor Services
Pennsylvania
$5.28M +$166K +960 +3%
MM
1932
Meridian Management
Arkansas
$5.26M -$10.3K -60 -0.2%
FDS
1933
Freedom Day Solutions
Texas
$5.26M -$331K -1,920 -6%
BCM
1934
Brown Capital Management
Maryland
$5.26M -$248K -1,440 -4%
VWM
1935
Venturi Wealth Management
Texas
$5.25M -$293K -1,700 -5%
I
1936
INVST
Indiana
$5.23M +$569K +3,300 +12%
AC
1937
Amitell Capital
Singapore
$5.22M -$635K -3,680 -10%
SCA
1938
Sassicaia Capital Advisers
New York
$5.22M +$3.1M +18,000 +130%
SI
1939
Shaker Investments
Ohio
$5.22M +$17.2K +100 +0.3%
BA
1940
Bridgewater Advisors
New York
$5.21M -$369K -2,140 -6%
HCM
1941
HM Capital Management
Missouri
$5.2M -$204K -1,180 -4%
TC
1942
Trust Company
Kansas
$5.18M -$6.9K -40 -0.1%
MMPW
1943
Mitchell McLeod Pugh & Williams
Alabama
$5.18M +$124K +720 +2%
BCP
1944
Blackhawk Capital Partners
Wisconsin
$5.18M +$424K +2,460 +8%
PFWA
1945
Paces Ferry Wealth Advisors
Georgia
$5.16M +$31K +180 +0.6%
CWA
1946
Canvas Wealth Advisors
Kansas
$5.15M +$169K +980 +3%
SWP
1947
Strategic Wealth Partners
Ohio
$5.15M +$1.03M +6,000 +24%
MYIA
1948
Mount Yale Investment Advisors
Colorado
$5.14M +$117K +680 +2%
SFO
1949
Stokes Family Office
Louisiana
$5.14M +$314K +1,820 +6%
SRSA
1950
S.R. Schill & Associates
Washington
$5.14M -$1.85M -10,740 -26%