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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1951
Alterna Wealth Management
Texas
$344K – – –
TCG
1952
Transcendent Capital Group
Oklahoma
$344K +$275K +173 New
SF
1953
Symphony Financial
Texas
$342K +$280K +176 New
CFA
1954
Capstone Financial Advisors
Illinois
$342K -$38.2K -24 -12%
LC
1955
Lavelle Capital
California
$342K – – –
BLFG
1956
Brian Low Financial Group
Louisiana
$342K +$20.7K +13 +8%
TCOTS
1957
Trust Company of the South
North Carolina
$342K +$23.9K +15 +10%
ECM
1958
Elgethun Capital Management
South Dakota
$342K +$274K +172 New
CAM
1959
Costello Asset Management
Pennsylvania
$340K +$126K +79 +86%
FNT
1960
First Nebraska Trust
Nebraska
$338K +$12.7K +8 +5%
CPCM
1961
Cardinal Point Capital Management
Ontario, Canada
$337K – – –
PVI
1962
Pine Valley Investments
New Jersey
$336K +$4.78K +3 +2%
GA
1963
Goldstein Advisors
Wisconsin
$334K -$98.7K -62 -27%
FF
1964
Financial Futures
New Jersey
$334K – – –
SA
1965
Stewardship Advisors
Pennsylvania
$334K +$1.59K +1 +0.6%
PS
1966
Planned Solutions
California
$334K +$267K +168 New
UPS
1967
UHLMANN PRICE SECURITIES
Illinois
$334K +$267K +168 New
TFA
1968
Toth Financial Advisory
Virginia
$332K +$4.78K +3 +2%
AIA
1969
AssuredPartners Investment Advisors
Florida
$332K -$78K -49 -23%
SFS
1970
Security Financial Services
Indiana
$332K +$15.9K +10 +6%
HGA
1971
Hobbs Group Advisors
South Carolina
$332K – – –
CAAS
1972
Capital Asset Advisory Services
Michigan
$330K +$1.59K +1 +0.6%
AFW
1973
Avantra Family Wealth
Pennsylvania
$330K -$156K -98 -37%
EWA
1974
Eagle Wealth Advisors
Connecticut
$330K +$264K +166 New
PCM
1975
Park Capital Management
Wisconsin
$330K +$264K +166 New