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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1926
Evermay Wealth Management
Virginia
$103K +$9.26K +32 +16%
HFS
1927
Hughes Financial Services
Virginia
$103K -$35K -121 -34%
WSC
1928
Wellington Shields & Co
New York
$101K +$57.8K +200 +571%
LB
1929
Legacy Bridge
Iowa
$101K +$32.7K +113 +94%
PB
1930
Prosperity Bancshares
Texas
$101K -$15K -52 -18%
CM
1931
Capula Management
Cayman Islands
$98.4K +$65.9K +228 New
HHCP
1932
Hilton Head Capital Partners
South Carolina
$97.5K +$21.4K +74 +49%
NF
1933
Napier Financial
Massachusetts
$96.6K -$868 -3 -1%
TFA
1934
Toth Financial Advisory
Virginia
$94.5K -$868 -3 -1%
AF
1935
Alerus Financial
North Dakota
$94.5K
KG
1936
Kilter Group
New York
$94.5K +$6.07K +21 +11%
CA
1937
Crewe Advisors
Utah
$93.2K +$62.5K +216 New
WA
1938
Westfuller Advisors
New York
$92.1K
VNA
1939
Valley National Advisers
Pennsylvania
$91.9K +$31.5K +109 +105%
MA
1940
Montag & Associates
Georgia
$91K
WIM
1941
Westside Investment Management
California
$90.6K -$28.9K -100 -32%
OC
1942
Oakworth Capital
Alabama
$87.6K
WA
1943
Walsh & Associates
Florida
$86.3K -$28.9K -100 -33%
RAM
1944
Ramirez Asset Management
New York
$86.3K
NEWAS
1945
N.E.W. Advisory Services
Wisconsin
$85.7K +$15K +52 +35%
PSB
1946
Piscataqua Savings Bank
New Hampshire
$85.4K
MWA
1947
Medallion Wealth Advisors
Connecticut
$83.7K -$33.3K -115 -37%
UIC
1948
Uniplan Investment Counsel
Wisconsin
$80.9K +$54.1K +187 New
BIAS
1949
Beacon Investment Advisory Services
New Jersey
$80.7K +$2.02K +7 +4%
FFC
1950
First Financial Corp
Indiana
$80.7K