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Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
1951
FSB Premier Wealth Management
Iowa
$293K +$1.09K +11 +0.4%
CYG
1952
Clean Yield Group
Vermont
$292K – – –
TIA
1953
Tiemann Investment Advisors
California
$291K -$122K -1,235 -29%
RG
1954
Rathbones Group
United Kingdom
$291K -$22.8K -230 -7%
LGA
1955
Lebenthal Global Advisors
New York
$290K -$7.03K -71 -2%
KA
1956
Klingman & Associates
New York
$290K +$7.72K +78 +3%
HIIFS
1957
Harel Insurance Investments & Financial Services
Israel
$290K +$267K +2,700 +900%
SFG
1958
Sovereign Financial Group
Connecticut
$289K +$1.58K +16 +0.5%
JCM
1959
Janney Capital Management
Pennsylvania
$289K +$300K +3,027 New
WTA
1960
Washington Trust Advisors
Massachusetts
$288K -$15.4K -156 -5%
AIM
1961
Acropolis Investment Management
Missouri
$288K -$2.67K -27 -0.9%
HS
1962
Horan Securities
United States
$288K +$6.93K +70 +2%
PAM
1963
Private Asset Management
California
$288K +$29.8K +301 +11%
JG
1964
Jefferies Group
New York
$288K -$421K -4,250 -58%
WMA
1965
West Michigan Advisors
Michigan
$287K +$13.1K +132 +5%
APIM
1966
Agate Pass Investment Management
Washington
$286K – – –
GCIA
1967
Gabelli & Co Investment Advisers
New York
$286K – – –
RBC
1968
Roble Belko & Company
Pennsylvania
$286K – – –
AWA
1969
Amplius Wealth Advisors
Pennsylvania
$286K +$3.17K +32 +1%
CA
1970
Calton & Associates
Florida
$285K -$34.1K -345 -10%
MTC
1971
McDaniel Terry & Co
Texas
$285K – – –
NIM
1972
NuWave Investment Management
New Jersey
$284K -$219K -2,217 -43%
CAM
1973
Congress Asset Management
Massachusetts
$284K -$29.7K -300 -9%
TSWM
1974
Tyler-Stone Wealth Management
Ohio
$283K -$9.7K -98 -3%
SAM
1975
SignalPoint Asset Management
Missouri
$283K -$3.96K -40 -1%