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Name Holding Trade Value Shares
Change
Change in
Stake
Itau Unibanco Holding S.A.
1951
Itau Unibanco Holding S.A.
Brazil
$108K +$110K +846 New
PW
1952
Price Wealth
Texas
$107K -$119K -914 -52%
PAI
1953
Pittenger & Anderson Inc
Nebraska
$107K -$81.5K -627 -43%
CA
1954
Centerpoint Advisors
Massachusetts
$105K – – –
BSPF
1955
British Steel Pension Fund
United Kingdom
$103K – – –
JFA
1956
Johanson Financial Advisors
California
$103K +$104K +801 New
TFO
1957
Tarbox Family Office
California
$102K +$390 +3 +0.4%
ME
1958
McIlrath & Eck
Washington
$102K +$72.7K +559 +238%
FFC
1959
First Financial Corp
Indiana
$101K – – –
CA
1960
Crewe Advisors
Utah
$101K +$95.1K +732 +1,262%
PAM
1961
Paradigm Asset Management
New York
$101K – – –
FWM
1962
Filbrandt Wealth Management
Wisconsin
$98K +$99.6K +766 New
BCMIO
1963
Beacon Capital Management Inc (Ohio)
Ohio
$97K – – –
GCM
1964
Gables Capital Management
Florida
$97K – – –
LWM
1965
Lenox Wealth Management
Ohio
$97K +$14.6K +112 +17%
CAL
1966
Capital Advisors Ltd
Ohio
$94K +$45K +346 +89%
PG
1967
Proffitt & Goodson
Tennessee
$91K – – –
TI
1968
tru Independence
Oregon
$88K +$107K +822 New
CAM
1969
CenterStar Asset Management
Illinois
$87K – – –
QAM
1970
QCI Asset Management
New York
$86K -$12.6K -97 -13%
Procyon Advisors
1971
Procyon Advisors
Connecticut
$85K +$85.9K +661 New
CDIA
1972
Capital Directions Investment Advisors
Georgia
$84K – – –
FPB
1973
First PREMIER Bank
South Dakota
$83K – – –
HGWM
1974
Harvest Group Wealth Management
Massachusetts
$81K -$130 -1 -0.2%
GCM
1975
Grisanti Capital Management
New York
$81K – – –