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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1951
Waterfront Wealth
Kansas
$923K +$10.2K +62 +1%
CSB
1952
City State Bank
Iowa
$923K +$38K +230 +4%
IIA
1953
Integral Investment Advisors
California
$922K -$332K -2,008 -24%
III
1954
Independent Investors Inc
New York
$922K – – –
TF
1955
TLWM Financial
Texas
$921K -$343K -2,072 -25%
CPC
1956
Cookson Peirce & Co
Pennsylvania
$920K +$15.4K +93 +1%
HJGA
1957
Hardman Johnston Global Advisors
Connecticut
$912K – – –
OFA
1958
Oak Family Advisors
Illinois
$912K +$8.27K +50 +0.8%
CHP
1959
Cable Hill Partners
Oregon
$911K -$107K -650 -9%
AIL
1960
AGF Investments LLC
Ontario, Canada
$911K +$540K +3,266 +108%
AWM
1961
Aberdeen Wealth Management
Illinois
$909K -$33.1K -200 -3%
APW
1962
Austin Private Wealth
Texas
$908K -$11.1K -67 -1%
PA
1963
PSI Advisors
Florida
$905K +$259K +1,569 +34%
GAAM
1964
Guinness Atkinson Asset Management
California
$902K -$19K -115 -2%
TWP
1965
Total Wealth Planning
Ohio
$901K -$211K -1,276 -17%
CA
1966
Cambridge Advisors
Nebraska
$901K – – –
FAP
1967
Financial Advisory Partners
Florida
$901K +$1.03M +6,223 New
VCS
1968
Vaughan & Co Securities
New Jersey
$900K -$14.9K -90 -1%
CNBT
1969
Cornerstone National Bank & Trust
Illinois
$900K -$6.45K -39 -0.6%
GFS
1970
GYL Financial Synergies
Connecticut
$899K +$9.09K +55 +0.9%
JE
1971
JMAC Enterprises
Pennsylvania
$896K -$145K -875 -12%
PVH
1972
Psagot Value Holdings
Israel
$892K -$73.4K -444 -7%
WA
1973
Waverly Advisors
Alabama
$892K +$32.6K +197 +3%
CCM
1974
Chickasaw Capital Management
Tennessee
$888K – – –
VBFG
1975
Vishria Bird Financial Group
Tennessee
$888K – – –
77 78
79
80 81