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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1951
Whipplewood Advisors
Colorado
$6.52K -$51.1K -121 -88%
TM
1952
Torren Management
California
$6.52K -$2.11K -5 -24%
T
1953
Transce3nd
Texas
$6.46K +$845 +2 +15%
CWP
1954
Clark Wealth Partners
Illinois
$6.11K – – –
FPB
1955
First PREMIER Bank
South Dakota
$6K – – –
BH
1956
Burk Holdings
Oklahoma
$5.7K – – –
CC
1957
Corsicana & Co
Texas
$5.7K – – –
SN
1958
Sittner & Nelson
Oregon
$5.7K – – –
BCV
1959
Banque Cantonale Vaudoise
Switzerland
$5.55K -$955K -2,262 -14%
CIAS
1960
CBIZ Investment Advisory Services
Ohio
$5.53K – – –
ACA
1961
American Capital Advisory
Idaho
$5.29K +$1.27K +3 +30%
PMFA
1962
Plante Moran Financial Advisors
Michigan
$5.29K +$5.49K +13 New
FRA
1963
Front Row Advisors
California
$4.9K – – –
BA
1964
Bard Associates
Illinois
$4.89K +$5.07K +12 New
CTB
1965
Country Trust Bank
Illinois
$4.48K -$2.96K -7 -39%
T
1966
Tidemark
California
$4.35K -$3.8K -9 -45%
CRI
1967
Commonwealth Retirement Investments
Virginia
$4.08K +$4.22K +10 New
MSG
1968
Main Street Group
Virginia
$4.07K -$5.49K -13 -57%
QL
1969
Quarry LP
New York
$4.07K +$4.22K +10 New
HFM
1970
Harvest Fund Management
China
$4K -$845 -2 -17%
RBC
1971
Roble Belko & Company
Pennsylvania
$4K – – –
MI
1972
Markowski Investments
Florida
$3.67K +$3.8K +9 New
TLCM
1973
Twin Lakes Capital Management
California
$3.42K – – –
WWM
1974
Wolff Wiese Magana
California
$3.26K – – –
GTAM
1975
Global Trust Asset Management
Florida
$3.26K – – –