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Name Holding Trade Value Shares
Change
Change in
Stake
FB
1926
First Bancorp
Maine
$246K +$272K +1,678 New
JAFL
1927
Jay A. Fishman Ltd
Michigan
$246K – – –
WRM
1928
Weybosset Research & Management
Rhode Island
$245K – – –
HCM
1929
Hengehold Capital Management
Ohio
$244K -$3.89K -24 -1%
ONST
1930
Old North State Trust
North Carolina
$244K – – –
Vanguard Capital Wealth Advisors
1931
Vanguard Capital Wealth Advisors
Colorado
$242K -$216K -1,333 -45%
SLT
1932
St Louis Trust
Missouri
$242K -$93K -574 -26%
MMA
1933
Miracle Mile Advisors
California
$242K +$268K +1,653 New
ML
1934
McAdam LLC
Pennsylvania
$241K -$486 -3 -0.2%
DWM
1935
Destination Wealth Management
California
$241K +$3.08K +19 +1%
AIM
1936
Aspen Investment Management
Michigan
$239K – – –
SFG
1937
Snider Financial Group
Washington
$239K – – –
TC
1938
Tacita Capital
Ontario, Canada
$238K – – –
MA
1939
MJP Associates
Connecticut
$238K +$4.86K +30 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1940
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$238K +$232K +1,433 +754%
CW
1941
Cabot-Wellington
Massachusetts
$237K – – –
NPF
1942
Norris Perne & French
Michigan
$237K – – –
PIA
1943
Perennial Investment Advisors
California
$237K +$36.1K +223 +16%
SWM
1944
Selective Wealth Management
Virginia
$236K -$271K -1,675 -51%
SWM
1945
Segment Wealth Management
Texas
$236K -$116K -718 -31%
SWG
1946
Summit Wealth Group
Vermont
$236K +$254K +1,565 +3,557%
EIG
1947
Ellenbecker Investment Group
Wisconsin
$235K -$6.64K -41 -2%
JSC
1948
Jackson Square Capital
California
$235K – – –
FHC
1949
First Heartland Consultants
Missouri
$235K +$14.9K +92 +6%
GF
1950
Gabelli Funds
New York
$235K +$16.5K +102 +7%