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Name Holding Trade Value Shares
Change
Change in
Stake
LSC
1926
Lesa Sroufe & Co
Washington
$285K
SC
1927
Schulhoff & Co
Ohio
$284K
WIM
1928
Warwick Investment Management
Texas
$284K +$17.5K +85 +7%
BG
1929
Bollard Group
Massachusetts
$284K +$264K +1,286 +5,358%
BL
1930
Balentine LLC
Georgia
$283K -$6.58K -32 -2%
HCA
1931
Heck Capital Advisors
Wisconsin
$283K -$4.94K -24 -2%
1CM
1932
1492 Capital Management
Wisconsin
$283K +$206 +1 +0.1%
BRM
1933
Boston Research & Management
Massachusetts
$282K
SFS
1934
Strategic Financial Services
New York
$282K +$239K +1,160 New
KSWWM
1935
Keyes Stange & Wooten Wealth Management
Florida
$281K -$61.9K -301 -19%
SI
1936
Saxon Interests
Texas
$281K -$206 -1 -0.1%
FPGK
1937
Financial Partners Group (Kansas)
Kansas
$281K
MWM
1938
Meadowbrook Wealth Management
New York
$280K -$696K -3,385 -72%
RWB
1939
RMR Wealth Builders
New Jersey
$280K +$3.7K +18 +1%
BFO
1940
Biltmore Family Office
North Carolina
$279K +$67K +326 +34%
DC
1941
DeDora Capital
California
$279K -$206 -1 -0.1%
AA
1942
Alesco Advisors
New York
$279K +$26.7K +130 +11%
AC
1943
Annandale Capital
Texas
$278K +$56.6K +275 +27%
PCA
1944
Prosperity Capital Advisors
Ohio
$278K -$369K -1,796 -58%
FNBTCON
1945
First National Bank & Trust Co of Newtown
Pennsylvania
$277K +$13.4K +65 +5%
HWA
1946
Heritage Wealth Advisors
Virginia
$277K +$17.1K +83 +7%
OC
1947
Oakworth Capital
Alabama
$277K -$206 -1 -0.1%
PAM
1948
PCG Asset Management
New Jersey
$277K -$20.6K -100 -7%
JC
1949
JB Capital
Connecticut
$277K +$19.3K +94 +8%
UAS
1950
United Asset Strategies
New York
$276K