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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1926
JGP Wealth Management
Oregon
$286K -$35.3K -150 -12%
GAB
1927
German American Bancorp
Indiana
$285K – – –
HVIA
1928
Hudson Valley Investment Advisors
New York
$285K – – –
UBG
1929
United Bank (Georgia)
Georgia
$285K – – –
RPGK
1930
Retirement Planning Group (Kansas)
Kansas
$285K +$259K +1,101 New
MFWM
1931
Motley Fool Wealth Management
Virginia
$283K +$7.06K +30 +3%
TFA
1932
Tobias Financial Advisors
Florida
$282K +$43.8K +186 +21%
CHA
1933
Carmichael Hill & Associates
Maryland
$280K -$16.9K -72 -6%
TFIPS
1934
Towarzystwo Funduszy Inwestycyjnych PZU SA
$279K +$31.8K +135 +14%
JWA
1935
JFS Wealth Advisors
Pennsylvania
$279K +$51.5K +219 +26%
MP
1936
McDonald Partners
Ohio
$278K +$2.12K +9 +0.8%
AA
1937
AF Advisors
California
$278K +$7.06K +30 +3%
JWM
1938
Janiczek Wealth Management
Colorado
$278K +$112K +474 +79%
AWM
1939
Aevitas Wealth Management
Massachusetts
$277K – – –
PO
1940
Private Ocean
California
$275K -$25.4K -108 -9%
VCG
1941
Vantage Consulting Group
Virginia
$274K -$45.2K -192 -15%
TCM
1942
Tuttle Capital Management
Connecticut
$274K +$249K +1,059 New
PMA
1943
Prudent Man Advisors
Illinois
$273K -$7.77K -33 -3%
CWA
1944
Clarus Wealth Advisors
Arizona
$273K – – –
NRI
1945
NFP Retirement Inc
California
$272K +$248K +1,053 New
FMBTD
1946
First Midwest Bank Trust Division
Illinois
$272K -$24K -102 -9%
PTC
1947
Philadelphia Trust Company
Pennsylvania
$272K +$248K +1,053 New
AIA
1948
Arbor Investment Advisors
North Carolina
$271K – – –
BAM
1949
Barrett Asset Management
New York
$271K – – –
TNB
1950
Thomasville National Bank
Georgia
$271K +$4.24K +18 +2%