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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1951
Parvin Asset Management
South Dakota
$150K +$6.23K +20 +4%
PWA
1952
Provenance Wealth Advisors
Florida
$146K -$136K -436 -45%
AW
1953
Avion Wealth
Texas
$142K – – –
GG
1954
Gleason Group
Kentucky
$141K +$623 +2 +0.4%
DCBT
1955
Dakota Community Bank & Trust
North Dakota
$139K – – –
MIA
1956
MeadowBrook Investment Advisors
Michigan
$139K +$6.23K +20 +4%
RFA
1957
Reyes Financial Architecture
California
$136K – – –
TC
1958
Truvestments Capital
Florida
$129K +$8.1K +26 +6%
PWMG
1959
Private Wealth Management Group
New Jersey
$128K – – –
FFO
1960
Fortitude Family Office
Arizona
$121K -$7.78K -25 -5%
TIM
1961
Tortoise Investment Management
New York
$119K +$22.1K +71 +19%
WPA
1962
Wealth Preservation Advisors
Tennessee
$119K +$136K +437 New
JGIA
1963
Jackson Grant Investment Advisers
Connecticut
$118K – – –
HWM
1964
Hemington Wealth Management
Virginia
$116K +$7.47K +24 +6%
HC
1965
Hoese & Co
Minnesota
$116K – – –
PSB
1966
Piscataqua Savings Bank
New Hampshire
$116K – – –
MAM
1967
Meeder Asset Management
Ohio
$114K +$67.3K +216 +107%
JTBR
1968
James T. Borello RIA
Illinois
$113K +$130K +416 New
PFSC
1969
Peoples Financial Services Corp
Pennsylvania
$113K -$1.56K -5 -1%
FPB
1970
First PREMIER Bank
South Dakota
$112K -$1.87K -6 -1%
SHF
1971
Safe Harbor Fiduciary
Florida
$110K – – –
ATC
1972
Adirondack Trust Company
New York
$109K -$623 -2 -0.5%
KB
1973
Kimelman & Baird
New York
$105K -$65.4K -210 -35%
CWM
1974
Centricity Wealth Management
Ohio
$104K -$62.9K -202 -35%
TFIPS
1975
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K – – –