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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1926
Embree Financial Group
Illinois
$506K -$188K -6,811 -27%
TSMHT
1927
Thurston Springer Miller Herd & Titak
Indiana
$506K +$497K +18,069 New
ABLA
1928
Alan B. Lancz & Associates
Ohio
$505K +$497K +18,055 New
CWS
1929
Cypress Wealth Services
California
$505K -$28.4K -1,030 -5%
DG
1930
DMC Group
Alabama
$504K -$54.4K -1,976 -10%
LRPA
1931
L. Roy Papp & Associates
Arizona
$504K +$39.5K +1,435 +9%
HNB
1932
Hilltop National Bank
Wyoming
$504K +$17.8K +648 +4%
IIM
1933
Ipswich Investment Management
Massachusetts
$503K -$52.4K -1,905 -10%
BWM
1934
Benchmark Wealth Management
Connecticut
$503K -$42K -1,527 -8%
CWA
1935
Centennial Wealth Advisory
Michigan
$503K +$227K +8,239 +85%
IGAM
1936
iA Global Asset Management
Quebec, Canada
$503K -$30.9K -1,124 -6%
PCMC
1937
Paragon Capital Management (Colorado)
Colorado
$502K -$43.1K -1,564 -8%
DC
1938
Defender Capital
North Carolina
$502K -$551 -20 -0.1%
FB
1939
First Bancorp
Maine
$500K +$105K +3,825 +27%
MMM
1940
Mendel Money Management
Illinois
$500K -$15.6K -565 -3%
WQ
1941
Wealth Quarterback
New Jersey
$500K +$5.2K +189 +1%
CC
1942
Callan Capital
California
$499K +$70.2K +2,551 +17%
SCP
1943
Sender Company & Partners
New York
$499K +$491K +17,826 New
MWA
1944
Monograph Wealth Advisors
California
$499K -$353K -12,812 -42%
CFP
1945
Catalyst Financial Partners
Massachusetts
$498K +$116K +4,231 +31%
CIM
1946
CIM Investment Management
Pennsylvania
$498K -$5.89K -214 -1%
HHAA
1947
Henry H. Armstrong Associates
Pennsylvania
$496K -$7.71K -280 -2%
SFG
1948
Sovereign Financial Group
Connecticut
$496K +$22.1K +804 +5%
GGS
1949
Galvin Gaustad & Stein
Arizona
$495K +$487K +17,700 New
TWP
1950
Tempus Wealth Planning
California
$495K +$174K +6,320 +56%