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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1951
Independence Bank of Kentucky
Kentucky
$292K +$142K +1,013 +88%
SFG
1952
StrategIQ Financial Group
Indiana
$291K +$116K +826 +62%
BCA
1953
Bray Capital Advisors
Florida
$289K
POIA
1954
Pin Oak Investment Advisors
Texas
$288K
ODG
1955
O'Dell Group
Ohio
$288K +$12.2K +87 +4%
CF
1956
Centaurus Financial
California
$287K -$175K -1,247 -37%
MWPCG
1957
Measured Wealth Private Client Group
New Hampshire
$287K
BFO
1958
Biltmore Family Office
North Carolina
$287K +$10.5K +75 +4%
DAM
1959
Doheny Asset Management
California
$286K
LAM
1960
L2 Asset Management
Massachusetts
$286K +$48.1K +342 +19%
1W
1961
1776 Wealth
Georgia
$285K
VWM
1962
Valley Wealth Managers
New Jersey
$285K +$26.7K +190 +10%
BBA
1963
BLB&B Advisors
Pennsylvania
$284K -$25.9K -184 -8%
WI
1964
Wedgewood Investors
Pennsylvania
$284K
EDRIA
1965
Edmonds Duncan Registered Investment Advisors
Kansas
$283K
SIAG
1966
Signet Investment Advisory Group
Rhode Island
$283K
PCWA
1967
Pacific Capital Wealth Advisors
California
$282K
HBW
1968
Hazlett, Burt & Watson
West Virginia
$282K +$295K +2,099 New
FPB
1969
First PREMIER Bank
South Dakota
$281K
PGA
1970
Portland Global Advisors
Maine
$279K
BOPW
1971
Brandywine Oak Private Wealth
Pennsylvania
$279K +$4.92K +35 +2%
MAM
1972
McLean Asset Management
Virginia
$278K +$13.6K +97 +5%
BA
1973
Bridgewater Associates
Connecticut
$278K +$291K +2,068 New
PWM
1974
Paulson Wealth Management
Illinois
$277K -$13.8K -98 -5%
BEW
1975
Burton Enright Welch
California
$276K -$49.7K -354 -15%