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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1951
Greenwood Capital Associates
South Carolina
$1.09M +$971K +10,346 New
TCOTS
1952
Trust Company of the South
North Carolina
$1.09M -$129K -1,379 -12%
UIM
1953
Unified Investment Management
Georgia
$1.09M +$1.88K +20 +0.2%
AIIMS
1954
Analyst IMS Investment Management Services
Israel
$1.08M +$726K +7,733 +301%
APW
1955
Austin Private Wealth
Texas
$1.08M -$26.4K -281 -3%
IVP
1956
Intrinsic Value Partners
Arizona
$1.08M -$274K -2,918 -22%
KAM
1957
Karani Asset Management
New York
$1.08M -$95.7K -1,019 -9%
CFO
1958
CVA Family Office
Colorado
$1.07M +$39.9K +425 +4%
BOJHT
1959
Bank of Jackson Hole Trust
Wyoming
$1.07M +$4.51K +48 +0.5%
SC
1960
Sapient Capital
Indiana
$1.07M +$942K +10,037 New
FIA
1961
FNY Investment Advisers
New York
$1.07M +$957K +10,200 New
DC
1962
DeDora Capital
California
$1.07M -$68.5K -730 -7%
WEG
1963
World Equity Group
Illinois
$1.07M -$17.5K -186 -2%
MPPW
1964
Mitchell & Pahl Private Wealth
Oklahoma
$1.07M -$16.1K -171 -2%
NME
1965
Notis-McConarty Edward
$1.07M
CT
1966
Colonial Trust
South Carolina
$1.07M -$251K -2,673 -21%
FWC
1967
First Washington Corp
Washington
$1.07M
IP
1968
Intellectus Partners
California
$1.06M +$50.3K +536 +6%
PFA
1969
Plotkin Financial Advisors
Maryland
$1.06M
LAM
1970
Lynch Asset Management
Pennsylvania
$1.06M +$103K +1,100 +12%
WW
1971
Winnow Wealth
Texas
$1.06M -$247K -2,626 -21%
FWM
1972
Forefront Wealth Management
Pennsylvania
$1.06M -$8.45K -90 -0.9%
TWPM
1973
Total Wealth Planning & Management
Florida
$1.06M +$945K +10,063 New
LOWM
1974
Laurel Oak Wealth Management
New Jersey
$1.06M +$944K +10,055 New
GWM
1975
Graybill Wealth Management
Illinois
$1.06M