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Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
1951
Carlton Hofferkamp & Jenks Wealth Management
Texas
$487K -$115K -533 -15%
CCMD
1952
Cypress Capital Management (Delaware)
Delaware
$487K +$76.6K +354 +16%
IWN
1953
Independent Wealth Network
Iowa
$483K +$55.2K +255 +11%
MCM
1954
Marathon Capital Management
Maryland
$482K -$400K -1,848 -42%
CCA
1955
Childress Capital Advisors
Texas
$480K -$73.4K -339 -12%
BWA
1956
Bordeaux Wealth Advisors
California
$479K +$550K +2,540 New
WTB
1957
Washington Trust Bank
Washington
$479K +$550K +2,540 New
CSPIA
1958
Cary Street Partners Investment Advisory
Virginia
$477K +$280K +1,294 +105%
HIIFS
1959
Harel Insurance Investments & Financial Services
Israel
$475K +$122K +566 +29%
NAMP
1960
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$475K +$545K +2,520 New
HWM
1961
Hohimer Wealth Management
Washington
$474K +$180K +830 +49%
FWM
1962
Fingerlakes Wealth Management
New York
$474K +$541K +2,500 New
VC
1963
Veery Capital
Delaware
$472K +$3.68K +17 +0.7%
PGH
1964
Partners Group Holding
Switzerland
$469K
WMC
1965
Westwood Management Corporation
Illinois
$469K
ACM
1966
Adalta Capital Management
New York
$468K
IGGA
1967
Iron Gate Global Advisors
Utah
$468K +$38.7K +179 +8%
KPW
1968
Kore Private Wealth
New York
$465K -$412K -1,903 -44%
TA
1969
Tectonic Advisors
Texas
$464K
WPC
1970
Waters Parkerson & Co
Louisiana
$463K +$234K +1,081 +79%
AWS
1971
Arkfeld Wealth Strategies
Nebraska
$462K
PWMG
1972
Pinnacle Wealth Management Group
Michigan
$462K +$4.54K +21 +0.9%
BG
1973
Bahl & Gaynor
Ohio
$462K +$5.41K +25 +1%
SW
1974
StrongBox Wealth
Missouri
$462K +$216K +997 +69%
DAM
1975
Draper Asset Management
New York
$461K -$337K -1,557 -39%