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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1926
Globeflex Capital
California
$170K
CWP
1927
Concord Wealth Partners
Virginia
$163K +$1.73K +8 +1%
KSWA
1928
Kathleen S. Wright Associates
Pennsylvania
$161K
TFO
1929
Tarbox Family Office
California
$160K -$20.1K -93 -11%
ASBI
1930
American State Bank (Iowa)
Iowa
$159K
FPB
1931
First PREMIER Bank
South Dakota
$159K +$92K +425 +131%
NSB
1932
Norway Savings Bank
Maine
$156K -$21.6K -100 -12%
BWM
1933
Baystate Wealth Management
Massachusetts
$154K +$649 +3 +0.4%
DI
1934
Disciplined Investments
Oklahoma
$154K +$8.65K +40 +6%
JWA
1935
JFS Wealth Advisors
Pennsylvania
$153K +$6.92K +32 +5%
CLOS
1936
Compagnie Lombard Odier SCmA
Switzerland
$149K
SC
1937
Skylands Capital
Wisconsin
$149K
C
1938
Covestor
United Kingdom
$149K +$86.3K +399 +132%
HIM
1939
Hillsdale Investment Management
Ontario, Canada
$148K +$59.9K +277 +66%
TFGT
1940
TS Financial Group (TSFG)
Illinois
$146K -$1.51K -7 -1%
CSB
1941
City State Bank
Iowa
$142K -$21.6K -100 -13%
HDIM
1942
Hanson & Doremus Investment Management
Vermont
$142K +$23.1K +107 +19%
BEI
1943
Benjamin Edwards Inc
Missouri
$139K +$21.6K +100 +18%
GAM
1944
Gemmer Asset Management
California
$138K -$1.51K -7 -1%
WPA
1945
West Paces Advisors
Georgia
$136K +$3.25K +15 +2%
CWC
1946
Carolinas Wealth Consulting
North Carolina
$136K -$65.1K -301 -32%
WTA
1947
Washington Trust Advisors
Massachusetts
$135K -$6.71K -31 -5%
CAM
1948
CenterStar Asset Management
Illinois
$133K
BBPWM
1949
Blue Bell Private Wealth Management
Pennsylvania
$133K +$1.08K +5 +0.8%
GLLW
1950
Graves Light Lenhart Wealth
Virginia
$130K