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Name Holding Trade Value Shares
Change
Change in
Stake
SF
1951
Symphony Financial
Texas
$223K +$220K +1,550 New
BMWM
1952
Brown Miller Wealth Management
Virginia
$222K +$216K +1,519 New
SIM
1953
SSI Investment Management
California
$221K -$284 -2 -0.1%
1W
1954
1776 Wealth
Georgia
$221K – – –
PMG
1955
Private Management Group
California
$221K +$214K +1,509 New
AAS
1956
Annex Advisory Services
Wisconsin
$221K +$215K +1,514 New
HR
1957
Hayden Royal
North Carolina
$219K -$25.7K -181 -11%
GBBWRPM
1958
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$219K +$212K +1,496 New
DR
1959
Davis Rea
Ontario, Canada
$218K – – –
FCM
1960
Fairbanks Capital Management
California
$218K – – –
TI
1961
Truehand Inc
New Hampshire
$218K – – –
VFP
1962
Verus Financial Partners
Virginia
$217K -$171K -1,205 -45%
CAM
1963
Cidel Asset Management
Ontario, Canada
$217K +$211K +1,483 New
FFG
1964
Ford Financial Group
California
$217K +$212K +1,491 New
WI
1965
WrapManager Inc
California
$216K -$46.8K -330 -18%
VCAM
1966
Van Cleef Asset Management
Ohio
$216K +$210K +1,481 New
HCM
1967
Hillman Capital Management
Maryland
$215K +$209K +1,469 New
FNT
1968
First Nebraska Trust
Nebraska
$214K -$17K -120 -8%
FPB
1969
First PREMIER Bank
South Dakota
$214K – – –
VC
1970
Vestor Capital
Illinois
$214K – – –
EFL
1971
ERn Financial LLC
Wisconsin
$214K +$208K +1,462 New
COCM
1972
Charter Oak Capital Management
New Hampshire
$214K +$208K +1,463 New
CWM
1973
Chronos Wealth Management
Florida
$213K +$207K +1,456 New
OFG
1974
Oxford Financial Group
Indiana
$213K +$207K +1,458 New
NIM
1975
Nicollet Investment Management
Minnesota
$213K +$207K +1,460 New