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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1926
Salvus Wealth Management
New Jersey
$543K +$67.6K +640 +14%
DTL
1927
Dynamic Technology Lab
Singapore
$542K +$546K +5,171 New
CF
1928
Copperwynd Financial
Arizona
$541K +$12.5K +118 +2%
LB
1929
Leo Brokerage
Texas
$540K +$46.2K +438 +9%
CNB
1930
Camden National Bank
Maine
$539K -$2.85K -27 -0.5%
BT
1931
Brandywine Trust
Delaware
$537K – – –
RSS
1932
Rosenblum Silverman Sutton
California
$536K -$5.59K -53 -1%
BAM
1933
Brave Asset Management
New Jersey
$534K -$9.82K -93 -2%
GWM
1934
Gray Wealth Management
Maine
$533K +$21.9K +207 +4%
FMP
1935
Financial Management Professionals
Texas
$532K +$45.6K +432 +9%
EA
1936
Eclectic Associates
California
$526K -$18.4K -174 -3%
HFA
1937
HC Financial Advisors
California
$524K -$35.6K -337 -6%
AAI
1938
American Assets Inc
California
$524K – – –
SCA
1939
St. Clair Advisors
Ohio
$524K – – –
BA
1940
Ballast Advisors
Minnesota
$523K -$128K -1,210 -20%
APG
1941
Abacus Planning Group
South Carolina
$523K -$15.8K -150 -3%
KCPG
1942
Kavar Capital Partners Group
Kansas
$522K -$5.7K -54 -1%
OWA
1943
Octavia Wealth Advisors
Ohio
$521K +$80.7K +764 +18%
NED
1944
Nancy E. Dempze
$520K -$633 -6 -0.1%
HFAS
1945
Hummer Financial Advisory Services
Illinois
$520K – – –
SCM
1946
SOL Capital Management
Maryland
$519K -$15.8K -150 -3%
CA
1947
CGN Advisors
Kansas
$519K +$47.2K +447 +10%
DAM
1948
Derbend Asset Management
Georgia
$517K +$522K +4,941 New
PCM
1949
Pointe Capital Management
Michigan
$515K +$14.8K +140 +3%
HI
1950
Hendershot Investments
Virginia
$514K -$8.45K -80 -2%