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Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
1926
Hanson & Doremus Investment Management
Vermont
$250K -$27K -681 -10%
HIG
1927
Heritage Investment Group
Florida
$250K -$4.21K -106 -2%
BOPW
1928
Brandywine Oak Private Wealth
Pennsylvania
$250K -$5.92K -149 -2%
FWA
1929
FSC Wealth Advisors
New York
$250K
LC
1930
Lavaca Capital
Texas
$250K -$35.9K -905 -13%
MSRI
1931
Michael S. Ryan Inc
New York
$249K +$237K +5,973 New
KA
1932
Kearns & Associates
California
$249K
VC
1933
Vicus Capital
Pennsylvania
$249K -$22.2K -559 -9%
BWP
1934
BSW Wealth Partners
Colorado
$249K -$357 -9 -0.2%
LAM
1935
Lifestyle Asset Management
Texas
$248K +$2.62K +66 +1%
SAM
1936
Strategy Asset Managers
California
$248K +$8.46K +213 +4%
PCIG
1937
Partners Capital Investment Group
Massachusetts
$248K +$237K +5,965 New
ATWA
1938
Arbor Trust Wealth Advisors
Michigan
$248K +$237K +5,963 New
KA
1939
Klingman & Associates
New York
$247K +$11.9K +299 +5%
RTC
1940
Riverview Trust Company
Washington
$244K
DB
1941
Dravo Bay
Delaware
$244K +$5.08K +128 +2%
BFC
1942
Bedel Financial Consulting
Indiana
$240K +$5.32K +134 +2%
MMHP
1943
Murphy Middleton Hinkle & Parker
Georgia
$240K
YWM
1944
Yoder Wealth Management
California
$239K +$6.59K +166 +3%
CAM
1945
Cypress Asset Management
Texas
$239K +$228K +5,748 New
TA
1946
TFB Advisors
Kansas
$239K +$14.5K +365 +7%
CHA
1947
Carmichael Hill & Associates
Maryland
$238K +$23.8K +600 +12%
CPA
1948
Cardiff Park Advisors
California
$238K +$228K +5,735 New
QFA
1949
Quantum Financial Advisors
California
$237K
DTC
1950
Davidson Trust Company
Washington
$236K