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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1951
Argent Capital Management
Missouri
$583K
OHU
1952
Odey Holdings (UK)
United Kingdom
$583K +$528K +2,000 New
CFO
1953
CVA Family Office
Colorado
$581K +$307K +1,163 +140%
TP
1954
Tranquility Partners
Tennessee
$580K -$41.5K -157 -7%
CFA
1955
Cahill Financial Advisors
Minnesota
$577K +$90.9K +344 +21%
GWM
1956
Gray Wealth Management
Maine
$573K +$6.34K +24 +1%
RT
1957
Rockland Trust
Massachusetts
$573K +$18.5K +70 +4%
WA
1958
WESPAC Advisors
California
$572K -$775K -2,933 -60%
FHC
1959
First Heartland Consultants
Missouri
$570K +$24.8K +94 +5%
EFS
1960
Essex Financial Services
Connecticut
$569K
BA
1961
Birinyi Associates
Connecticut
$568K -$79.2K -300 -13%
CIA
1962
Compass Ion Advisors
Pennsylvania
$568K
CC
1963
Constitution Capital
Connecticut
$568K
DFCM
1964
Dark Forest Capital Management
Puerto Rico
$568K +$515K +1,948 New
AP
1965
Adero Partners
California
$567K
WA
1966
Wealth Architects
California
$566K +$63.7K +241 +14%
PWMAG
1967
Pinnacle Wealth Management Advisory Group
New Jersey
$566K +$513K +1,942 New
PIA
1968
Pinion Investment Advisors
Kansas
$565K +$15.6K +59 +3%
AWP
1969
Ascent Wealth Partners
New York
$563K +$36.2K +137 +8%
FCB
1970
First Command Bank
Texas
$561K
FCFS
1971
First Command Financial Services
Texas
$561K
NERM
1972
New England Research & Management
Illinois
$561K
RIM
1973
Redwood Investment Management
Arizona
$561K
MSU
1974
Mizuho Securities USA
New York
$560K +$507K +1,921 New
GAM
1975
Geier Asset Management
Maryland
$559K +$507K +1,919 New