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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1951
Baron Wealth Management
Michigan
$1.2M +$1.17M +6,699 New
PFA
1952
Pure Financial Advisors
California
$1.2M +$75.7K +434 +7%
AIM
1953
Arcadia Investment Management
Michigan
$1.2M – – –
HFM
1954
Harvest Fund Management
China
$1.2M – – –
FHC
1955
First Heartland Consultants
Missouri
$1.2M +$81.1K +465 +7%
TAM
1956
Townsend Asset Management
North Carolina
$1.19M +$15.4K +88 +1%
BWP
1957
Balboa Wealth Partners
Arizona
$1.19M -$545K -3,125 -32%
OC
1958
Oarsman Capital
Wisconsin
$1.19M -$17.3K -99 -1%
MTC
1959
Matrix Trust Company
Colorado
$1.19M +$148K +850 +15%
CCG
1960
Ceeto Capital Group
Florida
$1.19M – – –
JGUA
1961
John G. Ullman & Associates
New York
$1.19M +$51.1K +293 +5%
WPA
1962
Winning Points Advisors
Florida
$1.19M -$63.7K -365 -5%
RA
1963
Rational Advisors
New York
$1.18M -$1.41M -8,093 -55%
CP
1964
Covenant Partners
Tennessee
$1.18M – – –
WWC
1965
Waypoint Wealth Counsel
Georgia
$1.18M +$1.15M +6,570 New
CHA
1966
Cooper/Haims Advisors
New York
$1.18M +$35.3K +202 +3%
APW
1967
Austin Private Wealth
Texas
$1.18M +$45.2K +259 +4%
WDA
1968
Wendell David Associates
New Hampshire
$1.18M – – –
AAM
1969
Aureus Asset Management
Massachusetts
$1.18M +$188K +1,078 +20%
NQWM
1970
Northwest Quadrant Wealth Management
Oregon
$1.17M +$5.93K +34 +0.5%
VI
1971
Versor Investments
New York
$1.17M -$1.48M -8,481 -57%
EIA
1972
Edgemoor Investment Advisors
Maryland
$1.17M +$289K +1,655 +34%
SIAG
1973
Safeguard Investment Advisory Group
California
$1.17M -$24.8K -142 -2%
F
1974
F3Logic
Minnesota
$1.17M -$249K -1,425 -18%
GBS
1975
Gallagher Benefit Services
Illinois
$1.17M +$1.13M +6,492 New
77 78
79
80 81