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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1951
RKL Wealth Management
Pennsylvania
$382K +$23.6K +902 +6%
CPA
1952
Capital Performance Advisors
California
$381K -$114K -4,351 -22%
NFG
1953
Nadler Financial Group
Illinois
$381K -$5.05K -193 -1%
TAM
1954
Trillium Asset Management
Massachusetts
$380K – – –
HAM
1955
Harmony Asset Management
Arizona
$380K -$40.9K -1,565 -9%
CIG
1956
Cullen Investment Group
Louisiana
$380K -$8.55K -327 -2%
AIP
1957
Avail Investment Partners
Pennsylvania
$379K +$193K +7,378 +88%
FIC
1958
FCG Investment Company
Tennessee
$378K +$411K +15,702 New
FPB
1959
First PREMIER Bank
South Dakota
$378K – – –
MAM
1960
MMA Asset Management
Pennsylvania
$377K +$22.9K +875 +6%
WCM
1961
Weik Capital Management
Pennsylvania
$377K -$6.93K -265 -2%
BST
1962
Bath Savings Trust
Maine
$377K +$19.1K +730 +5%
MWA
1963
Medallion Wealth Advisors
Connecticut
$376K -$64.1K -2,449 -14%
VCM
1964
Versant Capital Management
Arizona
$375K -$56.6K -2,164 -12%
NB
1965
NBH Bank
Colorado
$375K +$407K +15,555 New
BFC
1966
Blue Fin Capital
Rhode Island
$374K -$12.3K -472 -3%
OL
1967
OneFund LLC
Florida
$374K -$2.72K -104 -0.7%
ANB
1968
Amarillo National Bank
Texas
$374K – – –
IIC
1969
Ironwood Investment Counsel
Arizona
$372K -$58.5K -2,238 -13%
CG
1970
CFO4Life Group
Texas
$371K -$266K -10,180 -40%
HHAA
1971
Henry H. Armstrong Associates
Pennsylvania
$371K – – –
BWMG
1972
Barnes Wealth Management Group
California
$371K +$20.8K +795 +5%
FNFDCM
1973
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$371K -$10.5K -400 -3%
KCIC
1974
Kuhn & Co Investment Counsel
Illinois
$370K +$3.85K +147 +1%
OC
1975
Oakworth Capital
Alabama
$370K -$73.7K -2,818 -15%