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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1951
Monograph Wealth Advisors
California
$516K
LRPA
1952
L. Roy Papp & Associates
Arizona
$514K -$7.53K -258 -1%
CHP
1953
Cable Hill Partners
Oregon
$513K -$53.1K -1,819 -9%
IIM
1954
Ipswich Investment Management
Massachusetts
$512K -$9.04K -310 -2%
HNB
1955
Hilltop National Bank
Wyoming
$510K -$10.9K -374 -2%
PCC
1956
Park Circle Company
Maryland
$509K -$248K -8,500 -33%
GLA
1957
Great Lakes Advisors
Illinois
$509K -$14.4K -494 -3%
SFG
1958
Sovereign Financial Group
Connecticut
$509K -$4.61K -158 -0.9%
FB
1959
First Bancorp
Maine
$506K -$11.7K -400 -2%
CCWA
1960
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$506K -$17.6K -604 -3%
KIG
1961
Kowal Investment Group
Wisconsin
$506K -$39.6K -1,359 -7%
CA
1962
Calton & Associates
Florida
$505K -$225K -7,712 -31%
FAG
1963
Fortitude Advisory Group
Washington
$504K +$50.9K +1,746 +11%
CWP
1964
Core Wealth Partners
California
$503K -$42.6K -1,459 -8%
NP
1965
Nilsine Partners
Colorado
$501K -$1.55K -53 -0.3%
AIM
1966
Aspen Investment Management
Michigan
$501K
KFC
1967
Klingenstein Fields & Co
New York
$500K -$9.65M -330,925 -95%
CBT
1968
Central Bank & Trust
Kentucky
$499K -$2.68K -92 -0.5%
SSG
1969
Summit Securities Group
New York
$498K +$160K +5,500 +47%
BWM
1970
Benchmark Wealth Management
Connecticut
$497K -$23.3K -800 -4%
CIM
1971
CIM Investment Management
Pennsylvania
$496K -$19.1K -654 -4%
WAM
1972
Weinberger Asset Management
California
$496K +$117 +4 +0%
PPW
1973
Parcion Private Wealth
Washington
$496K -$12K -410 -2%
JSL
1974
JT Stratford LLC
Georgia
$495K -$3.15K -108 -0.6%
ACS
1975
Archford Capital Strategies
Illinois
$495K -$62.6K -2,145 -11%