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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1951
Ballast Advisors
Minnesota
$495K -$11.7K -117 -2%
MAG
1952
Mayfair Advisory Group
Alabama
$495K – – –
KCPG
1953
Kavar Capital Partners Group
Kansas
$494K -$10.9K -109 -2%
JMFC
1954
J.M. Forbes & Co
Massachusetts
$492K -$37.5K -376 -7%
SCM
1955
SOL Capital Management
Maryland
$492K -$9.97K -100 -2%
GG
1956
Greenwood Gearhart
Arkansas
$492K +$483K +4,846 New
SC
1957
Sierra Capital
Florida
$491K – – –
SF
1958
Symphony Financial
Texas
$490K -$116K -1,161 -20%
CCM
1959
Carderock Capital Management
Maryland
$490K +$110K +1,100 +29%
BCM
1960
Blume Capital Management
California
$489K – – –
GWAM
1961
Guardian Wealth Advisors (Minnesota)
Minnesota
$487K -$84.2K -844 -15%
JHP
1962
James Hambro & Partners
United Kingdom
$487K – – –
BCA
1963
Bray Capital Advisors
Florida
$487K +$499 +5 +0.1%
KIG
1964
Kowal Investment Group
Wisconsin
$487K +$46.1K +462 +11%
FNBSF
1965
First National Bank Sioux Falls
South Dakota
$485K -$5.99K -60 -1%
EA
1966
Elm Advisors
California
$485K – – –
MWM
1967
Moulton Wealth Management
Washington
$485K – – –
DOA
1968
D'Orazio & Associates
Virginia
$485K +$39.9K +400 +9%
EIG
1969
Ellenbecker Investment Group
Wisconsin
$484K +$23.5K +236 +5%
LDFR
1970
Lehman & Derafelo Financial Resources
Pennsylvania
$483K +$29.9K +300 +7%
GRQ
1971
Gardner Russo & Quinn
Pennsylvania
$482K -$8.18K -82 -2%
APG
1972
Abacus Planning Group
South Carolina
$481K -$24.5K -246 -5%
AP
1973
Atwood & Palmer
Missouri
$481K +$19.9K +200 +4%
GM
1974
GeoWealth Management
Illinois
$480K -$5.39K -54 -1%
AWM
1975
Act Wealth Management
Texas
$479K – – –
77 78
79
80 81