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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1951
Addison Advisors
Vermont
$286K +$12.8K +104 +5%
MWM
1952
Moran Wealth Management
Florida
$286K +$287K +2,335 New
BAM
1953
BOS Asset Management
Illinois
$286K +$4.3K +35 +2%
RB
1954
Renasant Bank
Mississippi
$286K -$59.7K -486 -17%
MW
1955
MBL Wealth
North Carolina
$285K +$21.8K +177 +8%
GAM
1956
Gould Asset Management
California
$284K
DLG
1957
Daniel L. Goodwin
$282K
CIP
1958
Convergence Investment Partners
Florida
$282K -$3.2K -26 -1%
WDG
1959
Wealth Dimensions Group
Ohio
$281K
WPC
1960
White Pine Capital
Minnesota
$281K
MIA
1961
Milestone Investment Advisors
Wisconsin
$280K +$281K +2,285 New
CRC
1962
Curi RMB Capital
Illinois
$279K -$12.3K -100 -4%
AWAG
1963
ARS Wealth Advisors Group
Florida
$278K +$279K +2,270 New
BFA
1964
Bill Few Associates
Pennsylvania
$278K
CF
1965
Centaurus Financial
California
$277K -$8.11K -66 -3%
CRWM
1966
Castle Rock Wealth Management
California
$277K
TA
1967
Townsend & Associates
Colorado
$277K +$16.1K +131 +6%
GIA
1968
GHP Investment Advisors
Colorado
$276K +$246 +2 +0.1%
EGA
1969
E&G Advisors
Texas
$276K -$51.6K -420 -16%
MCM
1970
McRae Capital Management
New Jersey
$276K
ML
1971
McAdam LLC
Pennsylvania
$276K -$37.9K -308 -12%
RZH
1972
Relyea Zuckerberg Hanson
Connecticut
$275K +$4.55K +37 +2%
ODG
1973
O'Dell Group
Ohio
$275K
TWP
1974
Tempus Wealth Planning
California
$274K -$4.92K -40 -2%
WOC
1975
West Oak Capital
California
$274K +$24.6K +200 +10%