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Name Holding Trade Value Shares
Change
Change in
Stake
FAN
1951
Financial Advisors Network
California
$405K +$156K +6,493 +70%
AWM
1952
Affinity Wealth Management
Delaware
$404K -$37.4K -1,558 -9%
HP
1953
HT Partners
Connecticut
$403K -$935 -39 -0.2%
SDJVC
1954
St. Denis J. Villere & Co
Louisiana
$402K
AAC
1955
Acorn Advisory Capital
New York
$402K +$381K +15,888 New
NCM
1956
Northwest Capital Management
Oregon
$401K -$37.1K -1,545 -9%
BCM
1957
Boltwood Capital Management
California
$401K -$8.92K -372 -2%
ODCM
1958
Old Dominion Capital Management
Virginia
$399K -$4.46K -186 -1%
FNBOH
1959
First National Bank of Hutchinson
Kansas
$398K -$36.1K -1,504 -9%
AF
1960
Affiance Financial
Minnesota
$397K +$109K +4,529 +41%
PWP
1961
Principle Wealth Partners
Connecticut
$395K +$7.94K +331 +2%
ATPW
1962
Ashton Thomas Private Wealth
Arizona
$391K +$27K +1,125 +8%
GCIA
1963
Gabelli & Co Investment Advisers
New York
$390K -$1.24M -51,726 -77%
ITIM
1964
Indiana Trust & Investment Management
Indiana
$388K -$9.83K -410 -3%
PP
1965
PDS Planning
Ohio
$388K +$7.92K +330 +2%
GPA
1966
Garrison Point Advisors
California
$387K +$13.2K +552 +4%
MM
1967
Meridian Management
Arkansas
$384K +$6.33K +264 +2%
WCF
1968
West Coast Financial
California
$384K +$34.8K +1,452 +11%
CAM
1969
Congress Asset Management
Massachusetts
$383K -$42.8K -1,785 -11%
DCM
1970
Dimension Capital Management
Florida
$383K -$27.3K -1,138 -7%
V
1971
VeraBank
Texas
$380K -$10.7K -445 -3%
IFS
1972
Ifrah Financial Services
Arkansas
$380K -$96 -4 -0%
VST
1973
Van Strum & Towne
California
$379K
AIA
1974
Arbor Investment Advisors
North Carolina
$379K +$432 +18 +0.1%
IF
1975
IRON Financial
Illinois
$378K +$2.25K +94 +0.6%