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Name Holding Trade Value Shares
Change
Change in
Stake
CTB
1951
Country Trust Bank
Illinois
$463K -$3.71K -172 -0.8%
MFG
1952
Monte Financial Group
Connecticut
$463K +$138K +6,419 +43%
HWMG
1953
Hurlow Wealth Management Group
Indiana
$462K +$86.3K +4,002 +23%
LCM
1954
Liberty Capital Management
Michigan
$462K +$459K +21,270 New
CCA
1955
Cobblestone Capital Advisors
New York
$461K +$6.1K +283 +1%
MWA
1956
Meridian Wealth Advisors
Texas
$461K +$21.1K +980 +5%
MMA
1957
Miracle Mile Advisors
California
$461K +$28.3K +1,314 +7%
CRWM
1958
Castle Rock Wealth Management
California
$460K +$178K +8,236 +64%
WA
1959
WESPAC Advisors
California
$456K -$241K -11,172 -35%
HS
1960
Haafor (Singapore)
Singapore
$456K +$113K +5,245 +33%
TAM
1961
Townsend Asset Management
North Carolina
$455K -$32.9K -1,524 -7%
SFP
1962
Sandbox Financial Partners
Maryland
$453K +$450K +20,873 New
SC
1963
Saybrook Capital
North Carolina
$452K
CA
1964
CGN Advisors
Kansas
$452K +$449K +20,807 New
DWM
1965
Destination Wealth Management
California
$451K -$20.8K -966 -4%
LIA
1966
LBMC Investment Advisors
Tennessee
$450K +$36.9K +1,709 +9%
LI
1967
Lafayette Investments
Maryland
$449K -$28.6K -1,324 -6%
PCMK
1968
Paragon Capital Management (Kansas)
Kansas
$449K -$18.6K -863 -4%
WCM
1969
WealthBridge Capital Management
Ohio
$442K -$2.11K -98 -0.5%
RPWA
1970
Regent Peak Wealth Advisors
Georgia
$442K +$62.2K +2,885 +17%
LSPW
1971
Lake Street Private Wealth
Illinois
$441K -$1.57M -72,968 -78%
DOA
1972
D'Orazio & Associates
Virginia
$441K -$6.36K -295 -1%
GG
1973
GenWealth Group
New Jersey
$439K -$1.42K -66 -0.3%
TA
1974
TrueWealth Advisors
Alabama
$439K +$434K +20,118 New
FAT
1975
First American Trust
California
$438K -$2.77M -128,600 -86%