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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1951
Avion Wealth
Texas
$142K
GG
1952
Gleason Group
Kentucky
$141K +$623 +2 +0.4%
DCBT
1953
Dakota Community Bank & Trust
North Dakota
$139K
MIA
1954
MeadowBrook Investment Advisors
Michigan
$139K +$6.23K +20 +4%
RFA
1955
Reyes Financial Architecture
California
$136K
TC
1956
Truvestments Capital
Florida
$129K +$8.1K +26 +6%
PWMG
1957
Private Wealth Management Group
New Jersey
$128K
FFO
1958
Fortitude Family Office
Arizona
$121K -$7.78K -25 -5%
TIM
1959
Tortoise Investment Management
New York
$119K +$22.1K +71 +19%
WPA
1960
Wealth Preservation Advisors
Tennessee
$119K +$136K +437 New
JGIA
1961
Jackson Grant Investment Advisers
Connecticut
$118K
HWM
1962
Hemington Wealth Management
Virginia
$116K +$7.47K +24 +6%
HC
1963
Hoese & Co
Minnesota
$116K
PSB
1964
Piscataqua Savings Bank
New Hampshire
$116K
MAM
1965
Meeder Asset Management
Ohio
$114K +$67.3K +216 +107%
PFSC
1966
Peoples Financial Services Corp
Pennsylvania
$113K -$1.56K -5 -1%
FPB
1967
First PREMIER Bank
South Dakota
$112K -$1.87K -6 -1%
SHF
1968
Safe Harbor Fiduciary
Florida
$110K
ATC
1969
Adirondack Trust Company
New York
$109K -$623 -2 -0.5%
KB
1970
Kimelman & Baird
New York
$105K -$65.4K -210 -35%
CWM
1971
Centricity Wealth Management
Ohio
$104K -$62.9K -202 -35%
TFIPS
1972
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K
AG
1973
AmeriFlex Group
Nevada
$103K -$68.5K -220 -37%
BA
1974
Bellwether Advisors
Nebraska
$101K
CAM
1975
Costello Asset Management
Pennsylvania
$101K +$31.1K +100 +37%