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Name Holding Trade Value Shares
Change
Change in
Stake
FBB
1951
Fulton Breakefield Broenniman
Maryland
$359K -$76.8K -3,655 -17%
IA
1952
Insight Advisors
Pennsylvania
$358K -$280K -13,344 -41%
BFG
1953
Bouchey Financial Group
New York
$358K
BC
1954
Bridgefront Capital
Texas
$357K -$1.01M -48,062 -73%
BWM
1955
Baystate Wealth Management
Massachusetts
$357K -$88.5K -4,214 -19%
CWS
1956
Cypress Wealth Services
California
$355K -$211K -10,035 -37%
AWG
1957
Altus Wealth Group
Colorado
$355K +$21.8K +1,040 +6%
WCM
1958
WealthBridge Capital Management
Ohio
$354K -$35.1K -1,673 -9%
WC
1959
Whitney & Co
New York
$354K -$11.1K -530 -3%
CYG
1960
Clean Yield Group
Vermont
$354K
V
1961
VeraBank
Texas
$354K
AC
1962
AlphaCore Capital
California
$354K +$31.3K +1,492 +9%
WAM
1963
Wakefield Asset Management
Colorado
$354K +$365K +17,372 New
SW
1964
SlateStone Wealth
Florida
$353K -$75.6K -3,599 -17%
SIM
1965
SSI Investment Management
California
$352K -$33.8K -1,607 -9%
EFG
1966
Everhart Financial Group
Ohio
$352K -$32.8K -1,560 -8%
PHAM
1967
Palisades Hudson Asset Management
Florida
$352K +$53.8K +2,563 +17%
SFG
1968
SNS Financial Group
Minnesota
$351K -$5.59K -266 -2%
AL
1969
Aspiriant LLC
California
$351K -$3.68K -175 -1%
W
1970
WealthOne
New York
$351K +$43.2K +2,054 +14%
HTHT
1971
Hemenway Trust Hemenway Trust
New Hampshire
$350K -$103K -4,917 -22%
JWCA
1972
J.W. Coons Advisors
Ohio
$350K -$100K -4,773 -22%
MM
1973
Meridian Management
Arkansas
$350K -$7.31K -348 -2%
UWM
1974
USAdvisors Wealth Management
Minnesota
$349K +$90.4K +4,303 +34%
CFN
1975
Cordasco Financial Network
Florida
$347K