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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1951
Luken Investment Analytics
Tennessee
$69.5K – – –
MRCM
1952
M&R Capital Management
New Jersey
$69.5K – – –
HWP
1953
Highline Wealth Partners
California
$69K +$48.1K +317 +396%
EBA
1954
Eagle Bay Advisors
New York
$68.5K +$5.46K +36 +10%
BFPW
1955
BOK Financial Private Wealth
Colorado
$68K – – –
CSC
1956
Caldwell Sutter Capital
California
$65.9K +$41.7K +275 +264%
NL
1957
NVWM LLC
Pennsylvania
$63.8K – – –
TFGT
1958
TS Financial Group (TSFG)
Illinois
$63K +$19.6K +129 +55%
BWAM
1959
Boyd Watterson Asset Management
Ohio
$62.9K – – –
RFS
1960
Richardson Financial Services
Massachusetts
$62.9K -$1.21K -8 -2%
AFIA
1961
America First Investment Advisors
Nebraska
$61.4K – – –
CWP
1962
Concord Wealth Partners
Virginia
$61.2K +$910 +6 +2%
ATC
1963
Adirondack Trust Company
New York
$61.2K – – –
TWD
1964
True Wealth Design
Ohio
$58.1K +$10K +66 +25%
FPB
1965
First PREMIER Bank
South Dakota
$55K – – –
CPA
1966
Clear Point Advisors
New York
$54.9K +$1.52K +10 +3%
JFA
1967
JNBA Financial Advisors
Minnesota
$54.6K +$9.71K +64 +26%
BWP
1968
Baldwin Wealth Partners
Massachusetts
$54.6K +$24.9K +164 +109%
CT
1969
Clearstead Trust
Maine
$54.4K -$18.4K -121 -28%
RCM
1970
Richardson Capital Management
Wisconsin
$52.7K +$46K +303 New
SOAMC
1971
Spirit of America Management Corp
New York
$52.1K +$45.5K +300 New
FFC
1972
First Financial Corp
Indiana
$51.6K – – –
HC
1973
Hoese & Co
Minnesota
$50.3K – – –
LCM
1974
Logan Capital Management
Pennsylvania
$48.3K +$42.2K +278 New
HBW
1975
Hazlett, Burt & Watson
West Virginia
$48K – – –