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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1951
M&R Capital Management
New Jersey
$69.5K
HWP
1952
Highline Wealth Partners
California
$69K +$48.1K +317 +396%
EBA
1953
Eagle Bay Advisors
New York
$68.5K +$5.46K +36 +10%
BFPW
1954
BOK Financial Private Wealth
Colorado
$68K
CSC
1955
Caldwell Sutter Capital
California
$65.9K +$41.7K +275 +264%
NL
1956
NVWM LLC
Pennsylvania
$63.8K
TFGT
1957
TS Financial Group (TSFG)
Illinois
$63K +$19.6K +129 +55%
BWAM
1958
Boyd Watterson Asset Management
Ohio
$62.9K
RFS
1959
Richardson Financial Services
Massachusetts
$62.9K -$1.21K -8 -2%
AFIA
1960
America First Investment Advisors
Nebraska
$61.4K
CWP
1961
Concord Wealth Partners
Virginia
$61.2K +$910 +6 +2%
ATC
1962
Adirondack Trust Company
New York
$61.2K
TWD
1963
True Wealth Design
Ohio
$58.1K +$10K +66 +25%
FPB
1964
First PREMIER Bank
South Dakota
$55K
CPA
1965
Clear Point Advisors
New York
$54.9K +$1.52K +10 +3%
JFA
1966
JNBA Financial Advisors
Minnesota
$54.6K +$9.71K +64 +26%
BWP
1967
Baldwin Wealth Partners
Massachusetts
$54.6K +$24.9K +164 +109%
CT
1968
Clearstead Trust
Maine
$54.4K -$18.4K -121 -28%
RCM
1969
Richardson Capital Management
Wisconsin
$52.7K +$46K +303 New
SOAMC
1970
Spirit of America Management Corp
New York
$52.1K +$45.5K +300 New
FFC
1971
First Financial Corp
Indiana
$51.6K
HC
1972
Hoese & Co
Minnesota
$50.3K
LCM
1973
Logan Capital Management
Pennsylvania
$48.3K +$42.2K +278 New
HBW
1974
Hazlett, Burt & Watson
West Virginia
$48K
IFAM
1975
Institutional & Family Asset Management
Colorado
$48K +$20.3K +134 +94%