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Name Holding Trade Value Shares
Change
Change in
Stake
HBW
1951
Hazlett, Burt & Watson
West Virginia
$555K +$13.2K +325 +2%
AP
1952
Anchyra Partners
Georgia
$554K +$552K +13,611 New
EMAM
1953
Encompass More Asset Management
California
$554K +$323K +7,970 +141%
APW
1954
Aurora Private Wealth
New Jersey
$554K +$551K +13,591 New
BIP
1955
Blueprint Investment Partners
North Carolina
$552K -$414K -10,196 -43%
DFA
1956
Delta Financial Advisors
Louisiana
$550K +$89.8K +2,213 +20%
CPW
1957
Cove Private Wealth
New York
$549K -$363K -8,961 -40%
WEG
1958
World Equity Group
Illinois
$548K -$64.9K -1,601 -11%
BW
1959
BIP Wealth
Georgia
$548K +$358K +8,819 +190%
BONH
1960
Bank of New Hampshire
New Hampshire
$547K -$14K -345 -3%
EA
1961
Everpar Advisors
Oklahoma
$545K -$186K -4,590 -26%
BW
1962
Blalock Williams
Alabama
$545K -$66.9K -1,650 -11%
PB
1963
Pinnacle Bancorp
Nebraska
$544K
PPC
1964
Park Place Capital
Alabama
$543K -$184K -4,528 -25%
HCM
1965
Howland Capital Management
Massachusetts
$543K +$203K +4,998 +60%
EIM
1966
Essex Investment Management
Massachusetts
$543K
LI
1967
LRI Investments
Florida
$543K -$277K -6,830 -34%
ESB
1968
Essex Savings Bank
Connecticut
$542K +$2.6K +64 +0.5%
RSWM
1969
Robertson Stephens Wealth Management
California
$541K +$89K +2,194 +20%
TMWM
1970
Taylor & Morgan Wealth Management
Michigan
$540K +$5.27K +130 +1%
ANC
1971
Ames National Corp
Iowa
$540K -$53.1K -1,308 -9%
CWMGO
1972
Capstone Wealth Management Group (Oregon)
Oregon
$538K -$41.4K -1,020 -7%
MW
1973
Maia Wealth
Colorado
$538K +$67.7K +1,670 +18%
ESC
1974
Eurizon SLJ Capital
$537K +$535K +13,192 New
RFA
1975
Register Financial Advisors
Georgia
$536K +$37.6K +927 +8%