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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1951
Bristlecone Advisors
Washington
$220K
CPC
1952
Congress Park Capital
New York
$220K -$17.1K -1,000 -7%
MIM
1953
MTM Investment Management
South Carolina
$219K -$13.6K -797 -6%
SFG
1954
Sowa Financial Group
Rhode Island
$219K
PWM
1955
Paulson Wealth Management
Illinois
$219K +$4.73K +277 +2%
BPC
1956
Banque Pictet & Cie
Switzerland
$219K -$286K -16,748 -57%
RCWM
1957
Royal Capital Wealth Management
Indiana
$219K -$22.3K -1,304 -9%
EWG
1958
Executive Wealth Group
Washington
$218K +$214K +12,532 New
RFA
1959
Register Financial Advisors
Georgia
$218K +$10.9K +639 +5%
AFS
1960
AFG Fiduciary Services
Massachusetts
$218K +$21.4K +1,251 +11%
SPI
1961
Santori & Peters Inc
Pennsylvania
$218K +$1.47K +86 +0.7%
HNWAG
1962
High Net Worth Advisory Group
Florida
$218K -$9.15K -536 -4%
SWS
1963
SYSTM Wealth Solutions
Illinois
$217K -$54.7K -3,206 -21%
BA
1964
Bridgewater Advisors
New York
$217K -$30.2K -1,767 -13%
WHC
1965
Wulff, Hansen & Co
California
$217K +$4.35K +255 +2%
SRC
1966
Sage Rhino Capital
California
$216K +$2.41K +141 +1%
CWS
1967
Cypress Wealth Services
California
$216K +$20.8K +1,220 +11%
MWM
1968
Merriman Wealth Management
Washington
$216K +$1.02K +60 +0.5%
MIA
1969
MeadowBrook Investment Advisors
Michigan
$216K +$2.39K +140 +1%
MMHP
1970
Murphy Middleton Hinkle & Parker
Georgia
$216K -$10.9K -640 -5%
ME
1971
McIlrath & Eck
Washington
$216K +$990 +58 +0.5%
MAM
1972
MMA Asset Management
Pennsylvania
$215K +$5.81K +340 +3%
JWBC
1973
John W. Brooker & Co
California
$214K
FDDB
1974
Fidelity D&D Bancorp
Pennsylvania
$214K -$174K -10,168 -46%
FWTB
1975
First Western Trust Bank
Colorado
$214K -$16.1K -944 -7%