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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1951
Geller Advisors
New York
$15.5M +$2.65M +7,456 +22%
PCIG
1952
Partners Capital Investment Group
Massachusetts
$15.5M -$288K -810 -2%
CI
1953
Cooper Investors
Australia
$15.5M +$14.7M +41,197 New
SIG
1954
Sargent Investment Group
Maryland
$15.4M -$67.6K -190 -0.5%
LJAC
1955
L.J. Altfest & Co
New York
$15.4M +$331K +931 +2%
BE
1956
Bonness Enterprises
District of Columbia
$15.4M – – –
CFS
1957
CRA Financial Services
New Jersey
$15.4M -$135K -378 -0.9%
NAMA
1958
Nikko Asset Management Americas
New York
$15.4M +$920K +2,584 +7%
BC
1959
Broadwater Capital
Massachusetts
$15.3M +$14.5M +40,779 New
OSNBOA
1960
Old Second National Bank of Aurora
Illinois
$15.3M -$359K -1,008 -2%
HDIM
1961
Hanson & Doremus Investment Management
Vermont
$15.3M -$188K -529 -1%
TC
1962
TwinBeech Capital
New York
$15.3M +$7.78M +21,851 +117%
PGA
1963
Portland Global Advisors
Maine
$15.2M -$210K -589 -1%
LGWM
1964
Litman Gregory Wealth Management
California
$15.2M -$895K -2,515 -6%
UWM
1965
Udine Wealth Management
Florida
$15.2M -$94.3K -265 -0.7%
CG
1966
CFO4Life Group
Texas
$15.2M -$29.2K -82 -0.2%
SHFA
1967
SS&H Financial Advisors
Michigan
$15.2M -$53.4K -150 -0.4%
CW
1968
CIC Wealth
Maryland
$15.2M -$106K -299 -0.7%
MWA
1969
Moser Wealth Advisors
Washington
$15.1M +$910K +2,556 +7%
FPGK
1970
Financial Partners Group (Kansas)
Kansas
$15.1M +$338K +951 +2%
WCM
1971
Whitener Capital Management
North Carolina
$15.1M +$197K +553 +1%
SWM
1972
Silverlake Wealth Management
Vermont
$15.1M -$723K -2,032 -5%
PFA
1973
Pure Financial Advisors
California
$15M +$973K +2,733 +7%
BEI
1974
Benjamin Edwards Inc
Missouri
$15M -$159K -448 -1%
ARAM
1975
Ardmore Road Asset Management
New York
$15M -$21.4M -60,000 -60%
77 78
79
80 81