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Name Holding Trade Value Shares
Change 		Change in
Stake
HBWM
1951
Hollow Brook Wealth Management
New York
$615K – – –
CNAM
1952
Campbell Newman Asset Management
Wisconsin
$613K -$26.7K -227 -4%
TT
1953
TI-Trust
Illinois
$613K +$599K +5,089 New
LI
1954
Lafayette Investments
Maryland
$612K +$33.6K +285 +6%
NL
1955
NVWM LLC
Pennsylvania
$609K -$80.3K -682 -12%
SAM
1956
Secure Asset Management
Michigan
$608K +$595K +5,048 New
TIA
1957
Tiemann Investment Advisors
California
$606K -$111K -941 -16%
CF
1958
Copperwynd Financial
Arizona
$605K +$30K +255 +5%
PP
1959
Parplus Partners
New York
$605K +$591K +5,021 New
UFG
1960
United Fire Group
Iowa
$603K – – –
PP
1961
PagnatoKarp Partners
Virginia
$602K -$4.48K -38 -0.8%
BCM
1962
Blume Capital Management
California
$601K -$2.36K -20 -0.4%
CC
1963
Cedar Capital
Illinois
$598K -$39.9K -339 -6%
GFP
1964
Gryphon Financial Partners
Ohio
$596K +$13.4K +114 +2%
SFI
1965
SPC Financial Inc
Maryland
$595K -$27.3K -232 -4%
APG
1966
Abacus Planning Group
South Carolina
$593K -$20.5K -174 -3%
AC
1967
Alexandria Capital
Virginia
$591K -$1.3K -11 -0.2%
RBC
1968
Roble Belko & Company
Pennsylvania
$590K – – –
FNBOSM
1969
First National Bank of South Miami
Florida
$588K -$4.48K -38 -0.8%
FSWA
1970
Financial Synergies Wealth Advisors
Texas
$587K +$14.6K +124 +3%
WQ
1971
Wealth Quarterback
New Jersey
$586K +$4.26M +36,185 New
NPA
1972
Nichols & Pratt Advisers
Massachusetts
$585K -$224K -1,901 -28%
HFRG
1973
Houlihan Financial Resource Group
Virginia
$583K +$570K +4,840 New
JHP
1974
James Hambro & Partners
United Kingdom
$578K – – –
RZH
1975
Relyea Zuckerberg Hanson
Connecticut
$577K +$564K +4,789 New
77 78
79
80 81