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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1926
Paulson Wealth Management
Illinois
$321K +$298K +10,918 New
DIM
1927
DC Investments Management
Virginia
$319K +$297K +10,875 New
PGA
1928
Premia Global Advisors
Florida
$318K +$297K +10,862 New
CCM
1929
Consolidated Capital Management
California
$316K -$19.7K -722 -6%
WPA
1930
Winning Points Advisors
Florida
$316K +$14.5K +530 +5%
CG
1931
CFO4Life Group
Texas
$315K +$293K +10,738 New
LCM
1932
Landscape Capital Management
New Jersey
$314K +$292K +10,678 New
VST
1933
Van Strum & Towne
California
$313K
TFF
1934
The Family Firm
Maryland
$313K +$1.01K +37 +0.3%
BIG
1935
Bellwether Investment Group
Tennessee
$312K -$137K -5,034 -32%
MFW
1936
Meristem Family Wealth
Minnesota
$312K -$9.26K -339 -3%
GC
1937
Gilbert & Cook
Iowa
$312K -$5.24K -192 -2%
MPIA
1938
Mountain Pacific Investment Advisers
Idaho
$309K +$21.9K +801 +8%
LC
1939
Lincoln Capital
Nebraska
$308K +$287K +10,503 New
FM
1940
Family Management
New York
$307K -$37.4K -1,369 -12%
ZF
1941
Zhang Financial
Michigan
$307K -$17.4K -637 -6%
SA
1942
Sicart Associates
New York
$307K
AFC
1943
AFT Forsyth & Company
Florida
$307K +$286K +10,456 New
CHP
1944
Cable Hill Partners
Oregon
$305K -$286K -10,471 -50%
LCM
1945
Liberty Capital Management
Michigan
$304K -$18.1K -662 -6%
VFA
1946
Virtus Fund Advisers
Connecticut
$304K
IHL
1947
Investment House LLC
California
$303K -$1.36K -50 -0.5%
CHAM
1948
Clear Harbor Asset Management
Connecticut
$303K
HIC
1949
Harvey Investment Company
Kentucky
$303K
PCA
1950
Peddock Capital Advisors
Massachusetts
$303K