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Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1926
WR Wealth Planners
Missouri
$509K +$27.5K +678 +7%
RAM
1927
Redmond Asset Management
Virginia
$508K +$66K +1,625 +19%
CPC
1928
Congress Park Capital
New York
$508K -$90.4K -2,225 -18%
IGWM
1929
ICA Group Wealth Management
Colorado
$507K +$68.7K +1,690 +20%
MFF
1930
Mango Five Family
Nevada
$506K +$409K +10,077 New
DA
1931
DCM Advisors
New York
$505K +$409K +10,059 New
BONH
1932
Bank of New Hampshire
New Hampshire
$505K +$51.5K +1,267 +14%
APW
1933
Austin Private Wealth
Texas
$504K +$39.9K +983 +11%
TWM
1934
Trueblood Wealth Management
Ohio
$504K +$407K +10,027 New
ITIM
1935
Indiana Trust & Investment Management
Indiana
$504K -$10.9K -269 -3%
JWM
1936
Jupiter Wealth Management
Colorado
$503K – – –
LOAMU
1937
Lombard Odier Asset Management (USA)
New York
$503K – – –
MA
1938
MKT Advisors
California
$502K -$63.4K -1,561 -13%
DTL
1939
Dynamic Technology Lab
Singapore
$501K +$405K +9,975 New
LIM
1940
Letson Investment Management
Georgia
$500K +$404K +9,943 New
CAM
1941
Concorde Asset Management
Michigan
$500K +$92.4K +2,275 +25%
VST
1942
Van Strum & Towne
California
$498K – – –
MC
1943
Mirabaud & Cie
Switzerland
$497K +$402K +9,900 New
PCM
1944
Perritt Capital Management
Illinois
$497K -$248K -6,104 -38%
C
1945
Covestor
United Kingdom
$496K -$30.5K -750 -7%
TCWA
1946
Turtle Creek Wealth Advisors
Texas
$495K +$401K +9,860 New
BWM
1947
BNC Wealth Management
Oregon
$494K -$49.1K -1,208 -11%
ACM
1948
Advance Capital Management
Michigan
$494K -$54.9K -1,351 -12%
PBF
1949
Petix & Botte Financial
California
$493K -$12.6K -310 -3%
VC
1950
Vicus Capital
Pennsylvania
$493K -$201K -4,959 -34%
76 77
78
79 80