Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1951
Matrix Trust Company
Colorado
$563K +$80.2K +328 +19%
GA
1952
GFS Advisors
Texas
$563K +$6.6K +27 +1%
CI
1953
Corient IA
Florida
$561K -$487K -1,990 -50%
EAM
1954
Empirical Asset Management
Massachusetts
$561K +$8.8K +36 +2%
CG
1955
CFO4Life Group
Texas
$561K +$39.6K +162 +9%
NFG
1956
Nadler Financial Group
Illinois
$560K +$70.4K +288 +17%
MCC
1957
Money Concepts Capital
Florida
$560K +$11K +45 +2%
RCYC
1958
Richard C. Young & Co
Rhode Island
$559K +$489K +2,001 New
BDL
1959
Banque de Luxembourg
Luxembourg
$559K -$171K -700 -26%
FC
1960
FCA Corp
Texas
$559K – – –
GCIA
1961
Gabelli & Co Investment Advisers
New York
$559K – – –
CCM
1962
Corsair Capital Management
New York
$559K +$489K +2,000 New
NP
1963
Ninepoint Partners
Ontario, Canada
$558K +$489K +1,999 New
SF
1964
Symphony Financial
Texas
$558K +$31.5K +129 +7%
NAS
1965
Nicolet Advisory Services
Wisconsin
$556K +$1.22K +5 +0.3%
NLWP
1966
Next Level Wealth Planning
Idaho
$554K +$734 +3 +0.2%
GIM
1967
Goelzer Investment Management
Indiana
$554K -$24.9K -102 -5%
MCM
1968
Monarch Capital Management
Indiana
$554K -$1.22K -5 -0.3%
CBT
1969
Crews Bank & Trust
Florida
$552K +$13.4K +55 +3%
BF
1970
Brooklyn FI
New York
$552K +$141K +575 +41%
AWM
1971
Ameliora Wealth Management
Switzerland
$552K – – –
JCFM
1972
JBR Co Financial Management
Oklahoma
$550K +$104K +424 +27%
FGWP
1973
Founders Grove Wealth Partners
Virginia
$550K +$229K +936 +90%
SIG
1974
Sky Investment Group
Connecticut
$550K – – –
UAG
1975
United Advisor Group
Ohio
$549K +$61.4K +251 +15%