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Name Holding Trade Value Shares
Change
Change in
Stake
FWSM
1951
First Wilshire Securities Management
California
$517K +$205 +5 +0%
SAM
1952
Seelaus Asset Management
New Jersey
$517K +$4.11K +100 +0.9%
GSWM
1953
Golden State Wealth Management
California
$517K +$43.7K +1,063 +10%
WDG
1954
Wealth Dimensions Group
Ohio
$517K +$474K +11,542 New
UF
1955
Univest Financial
Pennsylvania
$516K -$68.3K -1,663 -13%
RIM
1956
Reliant Investment Management
Tennessee
$516K -$42.3K -1,030 -8%
BWCS
1957
Beirne Wealth Consulting Services
Connecticut
$516K -$16.4K -399 -3%
GC
1958
GFG Capital
Florida
$516K +$66K +1,607 +16%
CBT
1959
Central Bank & Trust
Kentucky
$515K -$12.8K -312 -3%
HS
1960
Haafor (Singapore)
Singapore
$515K +$64.6K +1,572 +16%
IBOK
1961
Independence Bank of Kentucky
Kentucky
$514K -$92.6K -2,253 -16%
MFW
1962
Mosaic Family Wealth
Missouri
$514K -$9.86K -240 -2%
AMG
1963
Asset Management Group
Connecticut
$513K -$575 -14 -0.1%
CAM
1964
Cozad Asset Management
Illinois
$513K +$23.9K +582 +5%
CFM
1965
Comprehensive Financial Management
California
$511K
NFG
1966
Nations Financial Group
Iowa
$509K -$329 -8 -0.1%
WMA
1967
Wealth Management Associates
New Jersey
$508K -$39.6K -964 -8%
LBD
1968
Landsberg Bennett & Dubbaneh
Florida
$508K -$62.9K -1,530 -12%
SIM
1969
SSI Investment Management
California
$507K -$370 -9 -0.1%
PTP
1970
Platform Technology Partners
New York
$507K +$43.5K +1,059 +10%
RWM
1971
Ritholtz Wealth Management
New York
$506K -$145K -3,535 -24%
ACA
1972
Affinity Capital Advisors
California
$503K -$52K -1,265 -10%
GC
1973
Gilbert & Cook
Iowa
$501K +$39.2K +953 +9%
LJHT
1974
Laurie J. Hall Trustee
$499K -$81.8K -1,990 -15%
Credit Agricole
1975
Credit Agricole
France
$498K -$4.25M -103,455 -90%