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Name Holding Trade Value Shares
Change
Change in
Stake
KCA
1951
Karn Couzens & Associates
Connecticut
$310K
ST
1952
Somerset Trust
Pennsylvania
$310K +$58.5K +93 +21%
GSAM
1953
Grant Street Asset Management
Pennsylvania
$309K
QAM
1954
QCI Asset Management
New York
$309K +$6.92K +11 +2%
VFG
1955
V2 Financial group
Illinois
$305K -$819K -1,301 -71%
BFIC
1956
Bedell Frazier Investment Counselling
California
$304K -$3.27M -5,191 -91%
KFP
1957
KB Financial Partners
New Jersey
$302K -$10.1K -16 -3%
RBCM
1958
Raub Brock Capital Management
California
$302K
MPPLM
1959
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$302K +$1.89K +3 +0.6%
LWM
1960
Liberty Wealth Management
California
$301K +$179K +285 +131%
TFA
1961
Teamwork Financial Advisors
Texas
$299K +$74.9K +119 +30%
CC
1962
Cornerstone Capital
California
$298K
DA
1963
Dash Acquisitions
California
$298K +$325K +517 New
CIM
1964
Contravisory Investment Management
Massachusetts
$297K +$14.5K +23 +5%
PAM
1965
Private Asset Management
California
$296K
APW
1966
Austin Private Wealth
Texas
$295K +$6.92K +11 +2%
LWP
1967
Legacy Wealth Planning
Nevada
$294K
AOG
1968
Alpha Omega Group
Virginia
$292K
GIM
1969
Guild Investment Management
California
$292K
RWM
1970
RKL Wealth Management
Pennsylvania
$292K +$7.55K +12 +2%
MIFH
1971
Migdal Insurance & Financial Holdings
Israel
$290K -$6.29K -10 -2%
LNWTC
1972
Laird Norton Wetherby Trust Company
Washington
$289K +$69.2K +110 +28%
BJ
1973
Brouwer & Janachowski
California
$288K +$315K +500 New
WP
1974
WMS Partners
Maryland
$287K +$313K +498 New
NC
1975
NinePointTwo Capital
California
$283K