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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
1926
Twelve Points Wealth Management
Massachusetts
$1.24M +$48.3K +425 +4%
SAM
1927
Seelaus Asset Management
New Jersey
$1.24M -$40.4K -356 -3%
CBA
1928
Coastal Bridge Advisors
Connecticut
$1.24M +$21.9K +193 +2%
MW
1929
MBL Wealth
North Carolina
$1.24M +$135K +1,191 +13%
CIA
1930
Cladis Investment Advisory
Montana
$1.23M +$51.3K +452 +4%
PWS
1931
Peterson Wealth Services
Utah
$1.23M -$78.8K -694 -6%
TL
1932
Tradewinds LLC
North Carolina
$1.23M -$18.7K -165 -2%
BEAM
1933
Baker Ellis Asset Management
Washington
$1.23M
ATC
1934
Adirondack Trust Company
New York
$1.23M -$39.9K -351 -3%
CCP
1935
Clarkston Capital Partners
Michigan
$1.23M
RRA
1936
Round Rock Advisors
Connecticut
$1.23M +$6.13K +54 +0.5%
IW
1937
Imprint Wealth
South Carolina
$1.23M +$22.1K +195 +2%
HPIA
1938
Hamilton Point Investment Advisors
North Carolina
$1.23M -$14.9K -131 -1%
FPF
1939
First Pacific Financial
Washington
$1.23M +$88.7K +781 +8%
CG
1940
Cynosure Group
Utah
$1.22M +$1.2M +10,576 New
ACM
1941
Argent Capital Management
Missouri
$1.21M +$9.54K +84 +0.8%
TG
1942
TCW Group
California
$1.21M
CA
1943
Capital Advantage
California
$1.21M -$365K -3,218 -23%
AFAS
1944
Acorn Financial Advisory Services
Virginia
$1.21M +$11.1K +98 +0.9%
FWC
1945
First Washington Corp
Washington
$1.21M
ONST
1946
Old North State Trust
North Carolina
$1.21M
TCM
1947
Traynor Capital Management
Pennsylvania
$1.21M +$14.3K +126 +1%
APW
1948
Aurora Private Wealth
New Jersey
$1.21M -$72K -634 -6%
GF
1949
Gries Financial
Ohio
$1.21M -$826K -7,273 -41%
RAM
1950
Redmond Asset Management
Virginia
$1.2M -$16.6K -146 -1%