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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1951
Blume Capital Management
California
$77K -$601K -6,776 -88%
BCPWM
1952
Bradley & Co Private Wealth Management
Florida
$71K
LD
1953
Lipe & Dalton
New York
$69K +$70.9K +800 New
CT
1954
Caldwell Trust
Florida
$68.3K
POIA
1955
Pin Oak Investment Advisors
Texas
$68K
WB
1956
West Bancorporation
Iowa
$67K
CAC
1957
Core Alternative Capital
Georgia
$65K +$2.57K +29 +4%
FCA
1958
FinTrust Capital Advisors
South Carolina
$64K
AWM
1959
Abound Wealth Management
Tennessee
$63.2K +$65.1K +734 New
ECM
1960
Estabrook Capital Management
New York
$62.1K
TC
1961
Truvestments Capital
Florida
$62K
MFT
1962
Moisand Fitzgerald Tamayo
Florida
$62K +$5.85K +66 +10%
UCB
1963
United Community Bank
South Carolina
$61.5K
WWMSC
1964
Wagner Wealth Management (South Carolina)
South Carolina
$61K -$12.4K -140 -16%
FPB
1965
First PREMIER Bank
South Dakota
$61K
VNA
1966
Valley National Advisers
Pennsylvania
$61K +$2.66K +30 +4%
BA
1967
Bellwether Advisors
Nebraska
$61K +$8.42K +95 +15%
SN
1968
Sittner & Nelson
Oregon
$59K
HDIM
1969
Hanson & Doremus Investment Management
Vermont
$57K +$9.75K +110 +20%
FMP
1970
Financial Management Professionals
Texas
$57K +$18.7K +211 +47%
WPA
1971
West Paces Advisors
Georgia
$57K -$9.66K -109 -14%
TFGT
1972
TS Financial Group (TSFG)
Illinois
$53K +$1.77K +20 +3%
BONH
1973
Bank of New Hampshire
New Hampshire
$52K
WOC
1974
West Oak Capital
California
$52K
AIM
1975
Axiom Investment Management
New York
$52K +$52K +586 New