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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1951
Bowman & Company
Wisconsin
$1.28M +$238K +687 +19%
LWM
1952
Lionsbridge Wealth Management
Florida
$1.28M -$46.1K -133 -3%
WB
1953
West Bancorporation
Iowa
$1.28M +$108K +310 +8%
MCA
1954
Millennium Capital Advisors
Arkansas
$1.28M +$14.2K +41 +1%
WWM
1955
Wiser Wealth Management
Georgia
$1.27M +$39.5K +114 +3%
DDC
1956
DF Dent & Co
Maryland
$1.27M +$117K +336 +9%
OPOWM
1957
One Plus One Wealth Management
Florida
$1.27M
AIFAIM
1958
American Institute for Advanced Investment Management
Arizona
$1.27M -$24.3K -70 -2%
UAML
1959
US Asset Management LLC
Pennsylvania
$1.27M +$5.9K +17 +0.4%
WA
1960
Wambolt & Associates
Colorado
$1.27M -$34.3K -99 -2%
GHAM
1961
Gilman Hill Asset Management
Connecticut
$1.27M +$109K +314 +8%
WSC
1962
Wellington Shields & Co
New York
$1.27M +$258K +745 +21%
NIM
1963
NuWave Investment Management
New Jersey
$1.27M +$1.47M +4,233 New
LCM
1964
LCM Capital Management
Illinois
$1.26M +$11.8K +34 +0.8%
SF
1965
SBK Financial
Virginia
$1.26M -$30.5K -88 -2%
ARMT
1966
Amica Retiree Medical Trust
Rhode Island
$1.26M
NSB
1967
Norway Savings Bank
Maine
$1.26M +$269K +775 +23%
PIM
1968
Perpetual Investment Management
Australia
$1.26M
FWP
1969
FAS Wealth Partners
Kansas
$1.26M +$259K +746 +22%
PIA
1970
Perennial Investment Advisors
California
$1.26M +$298K +859 +26%
WI
1971
WrapManager Inc
California
$1.25M -$161K -463 -10%
WWM
1972
Wolff Wiese Magana
California
$1.25M -$5.9K -17 -0.4%
RFM
1973
Royal Fund Management
Florida
$1.25M -$82.9K -239 -5%
GAB
1974
German American Bancorp
Indiana
$1.25M +$10.8K +31 +0.7%
WI
1975
Wedgewood Investors
Pennsylvania
$1.25M