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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1926
Halbert Hargrove Global Advisors
California
$407K +$391K +1,958 New
PV
1927
Private Vista
Illinois
$406K +$4.39K +22 +1%
CCM
1928
Compass Capital Management
Minnesota
$405K -$7.38K -37 -2%
GCM
1929
Gunderson Capital Management
South Carolina
$404K +$106K +531 +38%
CPIA
1930
Cornell Pochily Investment Advisors
New York
$404K +$387K +1,942 New
CA
1931
Cornerstone Advisory
Maryland
$403K – – –
GPWA
1932
Great Point Wealth Advisors
Massachusetts
$402K +$24.9K +125 +7%
CWM
1933
CCG Wealth Management
California
$401K -$2.59K -13 -0.7%
PD
1934
Planning Directions
Pennsylvania
$401K +$21.7K +109 +6%
EIG
1935
Ellenbecker Investment Group
Wisconsin
$400K -$15.2K -76 -4%
HI
1936
Hudock Inc
Pennsylvania
$399K -$643K -3,226 -63%
CI
1937
Chartist Inc
California
$396K -$30.1K -151 -7%
VFPI
1938
Vantage Financial Partners (Illinois)
Illinois
$395K – – –
TBNY
1939
Trustco Bank (New York)
New York
$395K – – –
RGNCM
1940
R.G. Niederhoffer Capital Management
New York
$395K +$379K +1,900 New
SIC
1941
Sigma Investment Counselors
Michigan
$393K -$22.5K -113 -6%
SAA
1942
Southeast Asset Advisors
Georgia
$392K +$399 +2 +0.1%
QCIG
1943
Quad-Cities Investment Group
Iowa
$390K -$36.1K -181 -9%
ECM
1944
Elgethun Capital Management
South Dakota
$390K – – –
GSBTD
1945
Glenview State Bank Trust Department
Illinois
$390K – – –
SC
1946
Slow Capital
California
$390K +$7.98K +40 +2%
IFS
1947
Ifrah Financial Services
Arkansas
$389K -$4.99K -25 -1%
CCFM
1948
Clear Creek Financial Management
Washington
$388K +$373K +1,868 New
HCM
1949
Harvest Capital Management
New Hampshire
$387K – – –
PCAP
1950
Pratt Collard Advisory Partners
New York
$386K – – –