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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1951
Center for Financial Planning
Michigan
$162K +$89.4K +1,170 +135%
HWM
1952
HighMark Wealth Management
Minnesota
$162K +$76K +995 +96%
CB
1953
Centennial Bank
Arkansas
$160K -$67.3K -881 -31%
BGAI
1954
Bruce G. Allen Investments
Colorado
$157K +$3.9K +51 +3%
WAM
1955
WFA Asset Management
Wisconsin
$156K +$31.7K +415 +27%
NRG
1956
Nemes Rush Group
Michigan
$152K +$8.78K +115 +6%
CYG
1957
Clean Yield Group
Vermont
$151K -$17.2K -225 -11%
EBA
1958
Eagle Bay Advisors
New York
$148K -$2.52K -33 -2%
TCG
1959
Transcendent Capital Group
Oklahoma
$148K +$123K +1,605 +647%
SOAMC
1960
Spirit of America Management Corp
New York
$144K – – –
CBT
1961
CoreFirst Bank & Trust
Kansas
$144K -$13K -170 -9%
IGWM
1962
ICA Group Wealth Management
Colorado
$143K -$3.82K -50 -3%
AAG
1963
Armstrong Advisory Group
Massachusetts
$143K – – –
PCWA
1964
Pacific Capital Wealth Advisors
California
$140K +$3.44K +45 +3%
JWM
1965
Janiczek Wealth Management
Colorado
$140K +$37.4K +489 +39%
GJWM
1966
Gilliland Jeter Wealth Management
Arkansas
$138K +$132K +1,728 New
PPC
1967
Park Place Capital
Alabama
$137K -$3.59K -47 -3%
JWM
1968
Jupiter Wealth Management
Colorado
$137K -$2.23M -29,248 -92%
MIM
1969
Meridiem Investment Management
United Kingdom
$137K – – –
Qube Research & Technologies (QRT)
1970
Qube Research & Technologies (QRT)
United Kingdom
$135K -$335K -4,390 -72%
PWMG
1971
Prestige Wealth Management Group
New Jersey
$135K – – –
SFM
1972
Systematic Financial Management
New Jersey
$135K – – –
HWA
1973
HHM Wealth Advisors
Tennessee
$134K +$1.99K +26 +2%
ZB
1974
Zions Bancorporation
Utah
$134K +$72.3K +947 +128%
GFA
1975
Gifford Fong Associates
California
$134K – – –