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Name Holding Trade Value Shares
Change
Change in
Stake
KDA
1951
Kraft Davis & Associates
Missouri
$224K +$179K +947 New
GWS
1952
Greykasell Wealth Strategies
California
$224K -$12.7K -67 -6%
EWM
1953
Elevatus Welath Management
New York
$223K -$38.9K -206 -16%
PCG
1954
PFC Capital Group
California
$223K +$201K +1,066 New
SI
1955
Saxon Interests
Texas
$223K – – –
BB
1956
Bell Bank
North Dakota
$223K +$201K +1,062 New
MF
1957
Magnetar Financial
Illinois
$222K +$208K +1,102 New
GAG
1958
GM Advisory Group
New York
$221K -$211K -1,115 -51%
SAM
1959
Strive Asset Management
Ohio
$221K -$292K -1,548 -59%
SA
1960
SPG Advisors
Washington
$221K +$199K +1,053 New
FNBOO
1961
First National Bank of Omaha
Nebraska
$220K +$198K +1,050 New
MPCA
1962
Madison Park Capital Advisors
Washington
$219K -$171K -904 -46%
FDDB
1963
Fidelity D&D Bancorp
Pennsylvania
$217K +$196K +1,038 New
MA
1964
MBA Advisors
Pennsylvania
$216K +$195K +1,033 New
PAMG
1965
Patton Albertson Miller Group
Tennessee
$216K +$195K +1,033 New
CT
1966
Caldwell Trust
Florida
$216K -$14.2K -75 -7%
BSSFA
1967
Baron Silver Stevens Financial Advisors
Florida
$216K +$194K +1,029 New
WRPWM
1968
Werba Rubin Papier Wealth Management
California
$216K +$194K +1,029 New
RPCA
1969
Running Point Capital Advisors
California
$215K +$194K +1,028 New
HAM
1970
Hickory Asset Management
Ohio
$215K +$194K +1,025 New
CVM
1971
Cheviot Value Management
California
$214K +$17K +90 +11%
JCM
1972
Jacobsen Capital Management
Utah
$214K +$193K +1,023 New
BFC
1973
Bedel Financial Consulting
Indiana
$214K +$193K +1,022 New
AFS
1974
AFG Fiduciary Services
Massachusetts
$214K +$193K +1,020 New
CWM
1975
Challenger Wealth Management
California
$214K +$193K +1,021 New