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Name Holding Trade Value Shares
Change
Change in
Stake
USB
1951
Union Savings Bank
Connecticut
$122K – – –
HGA
1952
Hobbs Group Advisors
South Carolina
$119K +$13.4K +44 +14%
WWM
1953
Wolff Wiese Magana
California
$118K +$2.44K +8 +2%
BL
1954
BFSG LLC
California
$115K – – –
DMBA
1955
Deseret Mutual Benefit Administrators
Utah
$115K -$5.5K -18 -5%
SCA
1956
Stuart Chaussee & Associates
California
$114K – – –
CWP
1957
Concord Wealth Partners
Virginia
$114K +$1.83K +6 +2%
KA
1958
Kozak & Associates
Colorado
$113K – – –
CB
1959
Centennial Bank
Arkansas
$106K – – –
MCM
1960
MV Capital Management
Maryland
$106K +$7.03K +23 +8%
BCMLT
1961
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K +$10.1K +33 +12%
CT
1962
Clearstead Trust
Maine
$102K – – –
VWM
1963
Valley Wealth Managers
New Jersey
$101K – – –
RBC
1964
Roble Belko & Company
Pennsylvania
$99K – – –
VCM
1965
Versant Capital Management
Arizona
$98.8K +$917 +3 +1%
LIS
1966
Legacy Investment Solutions
Idaho
$97.6K +$80.7K +264 New
LWMI
1967
Legacy Wealth Management (Idaho)
Idaho
$97.6K +$80.7K +264 New
TIM
1968
Tortoise Investment Management
New York
$94.1K – – –
BHWM
1969
Beaird Harris Wealth Management
Texas
$93.8K – – –
SFO
1970
Standard Family Office
South Dakota
$92.8K – – –
BTC
1971
Bank & Trust Company
Illinois
$90.8K – – –
WWP
1972
WR Wealth Planners
Missouri
$90.5K -$17.1K -56 -17%
ME
1973
McIlrath & Eck
Washington
$90.5K – – –
CCMI
1974
Creative Capital Management Investments
California
$90.2K – – –
CAM
1975
Costello Asset Management
Pennsylvania
$89.5K – – –