Name Holding Trade Value Shares
Change
Change in
Stake
SC
1926
Saybrook Capital
North Carolina
$209K – – –
SA
1927
Shilanski & Associates
Alaska
$209K +$9.72K +46 +5%
TSWM
1928
Tyler-Stone Wealth Management
Ohio
$209K +$220K +1,039 New
LNB
1929
Ledyard National Bank
$208K -$98.7K -467 -31%
OHWP
1930
Oak Harbor Wealth Partners
North Carolina
$208K +$218K +1,033 New
AIC
1931
Archer Investment Corporation
Indiana
$208K – – –
BO
1932
BRR OpCo
Ohio
$207K -$9.72K -46 -4%
WIP
1933
WealthCare Investment Partners
Rhode Island
$207K +$218K +1,030 New
LGA
1934
Lebenthal Global Advisors
New York
$206K -$20.1K -95 -8%
BOH
1935
Bank of Hawaii
Hawaii
$206K – – –
CFAM
1936
Center For Asset Management
Florida
$206K – – –
MSR
1937
Main Street Research
Connecticut
$206K +$216K +1,024 New
NRI
1938
NFP Retirement Inc
California
$205K -$5.07K -24 -2%
WIA
1939
World Investment Advisors
California
$205K -$97.6K -462 -33%
WKSWA
1940
White Knight Strategic Wealth Advisors
New Jersey
$205K +$215K +1,017 New
CPA
1941
Cardiff Park Advisors
California
$204K +$214K +1,012 New
AP
1942
Appleton Partners
Massachusetts
$202K +$212K +1,002 New
WDL
1943
Well Done LLC
Michigan
$202K +$212K +1,002 New
TI
1944
Telemetry Investments
New York
$202K +$212K +1,004 New
BIM
1945
Bridgecreek Investment Management
Oklahoma
$201K – – –
NC
1946
NinePointTwo Capital
California
$201K – – –
FC
1947
Ferris Capital
Massachusetts
$201K +$1.06K +5 +0.5%
RF
1948
Rollins Financial
Georgia
$201K +$211K +1,000 New
CA
1949
Commerzbank Aktiengesellschaft
Germany
$200K – – –
WA
1950
Wambolt & Associates
Colorado
$200K +$5.28K +25 +3%