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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1926
Bedel Financial Consulting
Indiana
$63K -$1.53K -21 -2%
IFAM
1927
Institutional & Family Asset Management
Colorado
$63K – – –
MAM
1928
McCarthy Asset Management
California
$62K -$58.8K -807 -49%
HS
1929
Horan Securities
United States
$62K +$46.7K +641 +358%
SWP
1930
ShoreHaven Wealth Partners
New Jersey
$61K +$31.8K +436 +117%
ACM
1931
Allred Capital Management
Texas
$60K +$58.1K +798 New
BDS
1932
Banco de Sabadell
Florida
$60K – – –
PO
1933
Private Ocean
California
$60K +$3.93K +54 +7%
SLF
1934
Sun Life Financial
Ontario, Canada
$58K -$219 -3 -0.4%
FFC
1935
First Financial Corp
Indiana
$58K – – –
PA
1936
Perennial Advisors
New York
$57K +$14.6K +201 +36%
TC
1937
Tacita Capital
Ontario, Canada
$56K -$96.7K -1,327 -64%
NIM
1938
NuWave Investment Management
New Jersey
$56K -$6.63K -91 -11%
TFO
1939
Tarbox Family Office
California
$56K -$219 -3 -0.4%
LWP
1940
Laurel Wealth Planning
Minnesota
$53K – – –
MIHAS
1941
Maj Invest Holding A/S
Denmark
$53K – – –
PCC
1942
Park Circle Company
Maryland
$53K – – –
SAM
1943
S.A. Mason
Michigan
$53K – – –
RFA
1944
Reilly Financial Advisors
California
$50K +$18.9K +259 +63%
CFG
1945
CKW Financial Group
Hawaii
$49K -$339K -4,660 -88%
AF
1946
Arrow Financial
New York
$49K – – –
BCA
1947
Bray Capital Advisors
Florida
$47K -$6.41K -88 -12%
MWP
1948
Meridian Wealth Partners
Pennsylvania
$47K +$15.5K +213 +53%
LAS
1949
Lloyd Advisory Services
Georgia
$46K +$39.3K +539 +793%
EARNEST Partners
1950
EARNEST Partners
Georgia
$45K – – –