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Name Holding Trade Value Shares
Change
Change in
Stake
DTL
1951
Dynamic Technology Lab
Singapore
$537K +$508K +6,183 New
FMTC
1952
Farmers & Merchants Trust Company
California
$536K +$43.3K +527 +9%
CH
1953
Canton Hathaway
Rhode Island
$534K
LFA
1954
Landmark Financial Advisors
Kentucky
$533K +$1.4K +17 +0.3%
SIM
1955
Sterling Investment Management
Arizona
$531K -$6.82K -83 -1%
HBT
1956
Hills Bank & Trust
Iowa
$531K -$2.14K -26 -0.4%
MWPCG
1957
Measured Wealth Private Client Group
New Hampshire
$530K -$32.7K -398 -6%
LC
1958
Lindbrook Capital
California
$530K +$6.74K +82 +1%
PFGIA
1959
Patriot Financial Group Insurance Agency
Massachusetts
$530K +$21.4K +260 +4%
LWPC
1960
Legacy Wealth Partners (California)
California
$530K +$532K +6,478 New
BWM
1961
Baystate Wealth Management
Massachusetts
$528K +$46.6K +567 +10%
KPW
1962
Kore Private Wealth
New York
$527K -$20K -243 -4%
TL
1963
TrueWealth LLC
Georgia
$524K -$49.5K -603 -9%
AIM
1964
Aspen Investment Management
Michigan
$524K -$27.1K -330 -5%
UFG
1965
United Fire Group
Iowa
$524K
DA
1966
Doliver Advisors
Texas
$523K -$30.8K -375 -6%
WCM
1967
Washburn Capital Management
Florida
$523K +$495K +6,028 New
FNBOH
1968
First National Bank of Hutchinson
Kansas
$521K +$38K +463 +8%
KWM
1969
Keebeck Wealth Management
Illinois
$519K +$488K +5,946 New
JHCP
1970
Jackson Hole Capital Partners
Oklahoma
$516K
CMO
1971
Covenant Multifamily Offices
Texas
$515K +$41.4K +504 +9%
SIM
1972
Sadoff Investment Management
Wisconsin
$513K +$25.1K +306 +5%
IC
1973
InterOcean Capital
Illinois
$513K +$43.6K +531 +10%
SIC
1974
Samalin Investment Counsel
New York
$513K +$486K +5,912 New
BCM
1975
Brooktree Capital Management
Michigan
$510K +$483K +5,875 New