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Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
1951
Jackson Hole Capital Partners
Oklahoma
$408K -$212K -4,271 -33%
ARMC
1952
American Research & Management Company
Massachusetts
$408K -$79.3K -1,600 -16%
LC
1953
Landaas & Company
Wisconsin
$408K
CAM
1954
Chesapeake Asset Management
New York
$406K
AMCA
1955
Arthur M. Cohen & Associates
Illinois
$405K -$83.8K -1,690 -17%
SMFS
1956
Squar Milner Financial Services
California
$405K -$5.26K -106 -1%
HPIA
1957
Hamilton Point Investment Advisors
North Carolina
$404K
MA
1958
MCF Advisors
Kentucky
$403K +$18.5K +373 +5%
DE
1959
Day & Ennis
Georgia
$401K +$3.02K +61 +0.7%
BCWM
1960
Blue Chip Wealth Management
Florida
$400K -$42.7K -862 -9%
AWM
1961
AllSquare Wealth Management
New York
$400K +$9.22K +186 +2%
RWA
1962
River Wealth Advisors
Pennsylvania
$400K +$20K +403 +5%
CAC
1963
Certified Advisory Corp
Florida
$399K -$21.8K -439 -5%
LP
1964
LGL Partners
Pennsylvania
$396K +$31.9K +643 +8%
BCA
1965
Berman Capital Advisors
Georgia
$395K +$28.6K +577 +7%
SRIM
1966
Saratoga Research & Investment Management
California
$392K
I2I
1967
Insight 2811 Inc
Illinois
$390K -$49.9K -1,006 -11%
TWM
1968
Titus Wealth Management
California
$390K -$47.2K -951 -10%
OMC
1969
Old Mission Capital
Illinois
$390K +$404K +8,143 New
SC
1970
Searle & Co
Connecticut
$389K +$104K +2,100 +35%
RIS
1971
Retirement Income Solutions
Michigan
$386K +$16.1K +325 +4%
AIP
1972
Almanack Investment Partners
Pennsylvania
$384K +$199K +4,020 +100%
AAM
1973
AMI Asset Management
California
$383K
SSW
1974
Smith Shellnut Wilson
Mississippi
$383K
CCA
1975
Conservest Capital Advisors
Pennsylvania
$383K +$2.38K +48 +0.6%