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Name Holding Trade Value Shares
Change
Change in
Stake
PW
1951
Price Wealth
Texas
$107K -$119K -914 -52%
PAI
1952
Pittenger & Anderson Inc
Nebraska
$107K -$81.5K -627 -43%
CA
1953
Centerpoint Advisors
Massachusetts
$105K
BSPF
1954
British Steel Pension Fund
United Kingdom
$103K
JFA
1955
Johanson Financial Advisors
California
$103K +$104K +801 New
TFO
1956
Tarbox Family Office
California
$102K +$390 +3 +0.4%
ME
1957
McIlrath & Eck
Washington
$102K +$72.7K +559 +238%
FFC
1958
First Financial Corp
Indiana
$101K
CA
1959
Crewe Advisors
Utah
$101K +$95.1K +732 +1,262%
PAM
1960
Paradigm Asset Management
New York
$101K
FWM
1961
Filbrandt Wealth Management
Wisconsin
$98K +$99.6K +766 New
BCMIO
1962
Beacon Capital Management Inc (Ohio)
Ohio
$97K
GCM
1963
Gables Capital Management
Florida
$97K
LWM
1964
Lenox Wealth Management
Ohio
$97K +$14.6K +112 +17%
CAL
1965
Capital Advisors Ltd
Ohio
$94K +$45K +346 +89%
PG
1966
Proffitt & Goodson
Tennessee
$91K
TI
1967
tru Independence
Oregon
$88K +$107K +822 New
CAM
1968
CenterStar Asset Management
Illinois
$87K
QAM
1969
QCI Asset Management
New York
$86K -$12.6K -97 -13%
PA
1970
Procyon Advisors
Connecticut
$85K +$85.9K +661 New
CDIA
1971
Capital Directions Investment Advisors
Georgia
$84K
FPB
1972
First PREMIER Bank
South Dakota
$83K
HGWM
1973
Harvest Group Wealth Management
Massachusetts
$81K -$130 -1 -0.2%
GCM
1974
Grisanti Capital Management
New York
$81K
ACM
1975
AUA Capital Management
Pennsylvania
$80K