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Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1951
Joel Isaacson & Co
New York
$213K +$297 +1 +0.1%
CWC
1952
Carolinas Wealth Consulting
North Carolina
$212K -$4.46K -15 -2%
PL
1953
Parthenon LLC
Kentucky
$210K – – –
JFG
1954
JMG Financial Group
Illinois
$210K +$259K +871 New
HL
1955
HeadInvest LLC
Maine
$209K -$79.4K -267 -24%
UBV
1956
United Bank (Virginia)
Virginia
$208K -$162K -545 -39%
BWP
1957
BSW Wealth Partners
Colorado
$208K +$44.9K +151 +21%
CB
1958
Cadence Bank
Mississippi
$208K +$256K +860 New
APW
1959
Austin Private Wealth
Texas
$207K +$7.73K +26 +3%
SCM
1960
Seascape Capital Management
New Hampshire
$206K -$28.5K -96 -10%
FPC
1961
Falcon Point Capital
California
$206K -$5.95K -20 -2%
WCWM
1962
Willow Creek Wealth Management
California
$206K – – –
PWA
1963
Peterson Wealth Advisors
Utah
$206K +$297 +1 +0.1%
FCA
1964
FinTrust Capital Advisors
South Carolina
$206K +$27.6K +93 +12%
PHS
1965
Pekin Hardy Strauss
Illinois
$205K +$22.3K +75 +10%
AAM
1966
Aureus Asset Management
Massachusetts
$204K +$252K +846 New
SYBT
1967
Stock Yards Bank & Trust
Kentucky
$203K – – –
HIM
1968
Hillsdale Investment Management
Ontario, Canada
$203K +$29.7K +100 +14%
FCMT
1969
Founders Capital Management (Texas)
Texas
$203K +$116K +390 +87%
BFC
1970
Bedel Financial Consulting
Indiana
$202K -$230K -775 -48%
RWMH
1971
Riverpoint Wealth Management Holdings
Illinois
$202K -$19.6K -66 -7%
MCG
1972
MACRO Consulting Group
New Jersey
$202K +$215K +722 New
FFC
1973
First Financial Corp
Indiana
$200K -$23.8K -80 -9%
RCM
1974
RNC Capital Management
California
$200K -$20.5K -69 -8%
MWM
1975
Modera Wealth Management
New Jersey
$200K +$3.87K +13 +2%
77 78
79
80 81