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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1951
Pin Oak Investment Advisors
Texas
$18K
WPWM
1952
Western Pacific Wealth Management
Illinois
$18K +$21.4K +195 New
BBPWM
1953
Blue Bell Private Wealth Management
Pennsylvania
$17K
IA
1954
IFS Advisors
Kansas
$17K
RAM
1955
Riggs Asset Management
Pennsylvania
$17K +$1.54K +14 +8%
TCCM
1956
Timber Creek Capital Management
Massachusetts
$16K -$350K -3,187 -95%
TAIM
1957
TD Ameritrade Investment Management
Nebraska
$16K -$299K -2,724 -94%
OA
1958
Operose Advisors
Wisconsin
$16K -$52.4K -478 -74%
AWM
1959
Atticus Wealth Management
Florida
$16K
PWC
1960
PYA Waltman Capital
Tennessee
$16K
WPA
1961
West Paces Advisors
Georgia
$15K
FEG
1962
Financial Enhancement Group
Indiana
$15K
CCM
1963
Cribstone Capital Management
Maine
$14K -$22.9K -209 -57%
ACM
1964
Antonetti Capital Management
Florida
$14K
BCM
1965
Bourgeon Capital Management
Connecticut
$14K
LFASL
1966
Lugano Financial Advisors SA (LFA)
Switzerland
$14K
FNBOSM
1967
First National Bank of South Miami
Florida
$13K -$194K -1,765 -93%
VCM
1968
Versant Capital Management
Arizona
$13K -$219 -2 -1%
AP
1969
Atwood & Palmer
Missouri
$13K
BCPWM
1970
Bradley & Co Private Wealth Management
Florida
$13K
CMBA
1971
C.M. Bidwell & Associates
Hawaii
$13K
CWM
1972
CarsonAllaria Wealth Management
Illinois
$13K +$110 +1 +0.7%
SL
1973
Savior LLC
Massachusetts
$13K +$110 +1 +0.7%
WAM
1974
WFA Asset Management
Wisconsin
$12.8K +$329 +3 +2%
AFIA
1975
America First Investment Advisors
Nebraska
$12K