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Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
1951
Shulman DeMeo Asset Management
New York
$240K -$10.6K -47 -4%
SPI
1952
Strategic Planning Inc
Ohio
$239K
AFM
1953
Aspetuck Financial Management
Connecticut
$238K
DDC
1954
DF Dent & Co
Maryland
$238K +$249K +1,103 New
RS
1955
Retirement Solution
Washington
$238K
SWMG
1956
Sanchez Wealth Management Group
Florida
$238K
VCM
1957
Violich Capital Management
California
$237K
CWIG
1958
Chung Wu Investment Group
Texas
$237K +$248K +1,100 New
RMC
1959
Resources Management Corp
Connecticut
$237K
SLC
1960
Second Line Capital
Louisiana
$237K
AI
1961
Arrien Investments
Idaho
$237K
CCP
1962
Clarkston Capital Partners
Michigan
$237K
LWP
1963
LMG Wealth Partners
Louisiana
$237K
FNBOH
1964
First National Bank of Hutchinson
Kansas
$237K
LKBC
1965
L.K. Benson & Company
Maryland
$235K
CSPIA
1966
Cary Street Partners Investment Advisory
Virginia
$234K +$38.3K +170 +19%
MFG
1967
Monte Financial Group
Connecticut
$234K
LFA
1968
Level Financial Advisors
New York
$234K
PAM
1969
Paradigm Asset Management
New York
$233K
AWM
1970
Arista Wealth Management
Nevada
$233K
FEG
1971
Financial Enhancement Group
Indiana
$233K +$676 +3 +0.3%
PWM
1972
Prosperity Wealth Management
California
$233K +$902 +4 +0.4%
AI
1973
AXS Investments
New York
$232K -$131K -583 -35%
DCM
1974
Donaldson Capital Management
Indiana
$232K -$1.58K -7 -0.6%
PA
1975
Perennial Advisors
New York
$231K