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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1951
Cornercap Investment Counsel
Georgia
$767K +$939K +2,457 New
NJIM
1952
Nabity-Jensen Investment Management
Nebraska
$764K -$119K -312 -11%
KFG
1953
Kingdom Financial Group
Arizona
$762K +$766K +2,005 +457%
1W
1954
1776 Wealth
Georgia
$761K -$5.73K -15 -0.6%
RFS
1955
Richardson Financial Services
Massachusetts
$761K -$23.7K -62 -3%
EAM
1956
Empirical Asset Management
Massachusetts
$760K +$449K +1,176 +93%
KCM
1957
Kanawha Capital Management
Virginia
$759K +$297K +778 +47%
FIM
1958
Freedom Investment Management
Connecticut
$758K -$716K -1,873 -44%
CP
1959
Camelot Portfolios
Ohio
$753K +$593K +1,552 +180%
SPF
1960
South Plains Financial
Texas
$752K +$35.2K +92 +4%
CP
1961
Clarendon Private
Massachusetts
$749K -$94.8K -248 -9%
Quotient Wealth Partners
1962
Quotient Wealth Partners
Texas
$749K -$292K -764 -24%
VCM
1963
Vivaldi Capital Management
Illinois
$747K -$79.1K -207 -8%
UCI
1964
Uncommon Cents Investing
Wisconsin
$747K +$99.4K +260 +12%
GKFF
1965
George Kaiser Family Foundation
Oklahoma
$747K +$495K +1,295 +118%
TIA
1966
Tiemann Investment Advisors
California
$746K -$105K -276 -10%
EWM
1967
EPG Wealth Management
Georgia
$746K +$99K +259 +12%
HCM
1968
Highview Capital Management
Illinois
$745K -$52K -136 -5%
CIA
1969
Cladis Investment Advisory
Montana
$744K +$109K +285 +14%
AAG
1970
Armstrong Advisory Group
Massachusetts
$744K +$124K +325 +16%
DFC
1971
DB Fitzpatrick & Co
Idaho
$742K +$58.1K +152 +7%
CG
1972
CFO4Life Group
Texas
$742K -$59.2K -155 -6%
SMC
1973
Smith, Moore & Co
Missouri
$739K +$55.8K +146 +7%
SWM
1974
SeaCrest Wealth Management
New York
$738K -$39.7K -104 -4%
RP
1975
Rowlandmiller & Partners
Georgia
$737K +$811K +2,123 +885%