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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1951
Blume Capital Management
California
$160K – – –
SA
1952
SRH Advisors
Kansas
$160K – – –
GFA
1953
Gladwyn Financial Advisors
Virginia
$160K +$40.9K +250 +33%
FFO
1954
Fortitude Family Office
Arizona
$160K +$2.45K +15 +2%
RF
1955
Robinswood Financial
Washington
$160K – – –
GAMC
1956
Garner Asset Management Corp
Texas
$158K +$161K +987 New
AF
1957
Atala Financial
California
$158K – – –
APW
1958
Acima Private Wealth
Virginia
$156K -$49.1K -300 -24%
TC
1959
Trust Company
Kansas
$156K -$21.3K -130 -12%
EWM
1960
Evermay Wealth Management
Virginia
$152K – – –
MB
1961
MidFirst Bank
Oklahoma
$151K +$657K +4,019 New
ITIM
1962
Indiana Trust & Investment Management
Indiana
$150K – – –
TWM
1963
Tripletail Wealth Management
Florida
$150K -$13.4K -82 -8%
GWSA
1964
Global Wealth Strategies & Associates
Colorado
$150K -$1.15K -7 -0.7%
ECM
1965
Estabrook Capital Management
New York
$146K – – –
KFGG
1966
Keystone Financial Group (Georgia)
Georgia
$145K +$654 +4 +0.4%
RF
1967
Rossby Financial
Florida
$144K +$4.91K +30 +3%
MSFP
1968
Mark Sheptoff Financial Planning
Connecticut
$142K – – –
NL
1969
Navalign LLC
California
$141K +$144K +883 New
MHR
1970
Matthew Hamilton Rosenberg
$140K – – –
FCAS
1971
First Command Advisory Services
Texas
$139K – – –
VNA
1972
Valley National Advisers
Pennsylvania
$138K -$327 -2 -0.2%
CAL
1973
Capital Analysts LLC
Pennsylvania
$136K +$491 +3 +0.4%
CF
1974
Conquis Financial
California
$136K – – –
BWAM
1975
Boyd Watterson Asset Management
Ohio
$136K – – –