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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1951
Novus Advisors
South Carolina
$1.77M – – –
AIA
1952
AssuredPartners Investment Advisors
Florida
$1.77M -$101K -259 -5%
CFFP
1953
Center for Financial Planning
Michigan
$1.77M +$69.8K +179 +4%
CGIM
1954
Capital Group Investment Management
Singapore
$1.77M -$1.35M -3,472 -42%
CAM
1955
Cidel Asset Management
Ontario, Canada
$1.77M +$18.7K +48 +1%
FMN
1956
Financial Management Network
California
$1.77M +$13.6K +35 +0.7%
LGG
1957
Luts & Greenleigh Group
Maryland
$1.77M +$4.29K +11 +0.2%
GFPC
1958
Global Financial Private Client
Florida
$1.76M +$14.4K +37 +0.8%
CFP
1959
Catalyst Financial Partners
Massachusetts
$1.76M +$122K +314 +7%
ACMA
1960
Arbor Capital Management (Alaska)
Alaska
$1.76M +$86.1K +221 +5%
SA
1961
Sovran Advisors
California
$1.76M +$108K +276 +6%
HW
1962
Hedeker Wealth
Illinois
$1.76M -$36.6K -94 -2%
SWA
1963
Sax Wealth Advisors
New Jersey
$1.75M +$993K +2,549 +114%
OC
1964
Opinicus Capital
Florida
$1.75M +$118K +302 +7%
DE
1965
Diversified Enterprises
Delaware
$1.75M +$201K +516 +12%
AA
1966
Altman Advisors
Illinois
$1.75M +$13.3K +34 +0.7%
DMBA
1967
Deseret Mutual Benefit Administrators
Utah
$1.75M +$126K +323 +7%
HKIM
1968
Hayek Kallen Investment Management
Alabama
$1.74M +$141K +361 +8%
VCP
1969
Verus Capital Partners
Arizona
$1.74M -$51.4K -132 -3%
CSB
1970
City State Bank
Iowa
$1.74M +$50.7K +130 +3%
WMA
1971
West Michigan Advisors
Michigan
$1.74M -$434K -1,114 -19%
PWS
1972
Peloton Wealth Strategists
Indiana
$1.74M – – –
SJIM
1973
St. Johns Investment Management
Florida
$1.73M -$33.5K -86 -2%
BWP
1974
BSW Wealth Partners
Colorado
$1.73M +$47.2K +121 +3%
LA
1975
LM Advisors
California
$1.73M -$147K -378 -7%
77 78
79
80 81