We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GGS
1951
Galvin Gaustad & Stein
Arizona
$587K +$532K +2,014 New
ACM
1952
Argent Capital Management
Missouri
$583K – – –
OHU
1953
Odey Holdings (UK)
United Kingdom
$583K +$528K +2,000 New
CFO
1954
CVA Family Office
Colorado
$581K +$307K +1,163 +140%
TP
1955
Tranquility Partners
Tennessee
$580K -$41.5K -157 -7%
CFA
1956
Cahill Financial Advisors
Minnesota
$577K +$90.9K +344 +21%
GWM
1957
Gray Wealth Management
Maine
$573K +$6.34K +24 +1%
RT
1958
Rockland Trust
Massachusetts
$573K +$18.5K +70 +4%
WA
1959
WESPAC Advisors
California
$572K -$775K -2,933 -60%
FHC
1960
First Heartland Consultants
Missouri
$570K +$24.8K +94 +5%
EFS
1961
Essex Financial Services
Connecticut
$569K – – –
BA
1962
Birinyi Associates
Connecticut
$568K -$79.2K -300 -13%
CIA
1963
Compass Ion Advisors
Pennsylvania
$568K – – –
CC
1964
Constitution Capital
Connecticut
$568K – – –
DFCM
1965
Dark Forest Capital Management
Puerto Rico
$568K +$515K +1,948 New
AP
1966
Adero Partners
California
$567K – – –
WA
1967
Wealth Architects
California
$566K +$63.7K +241 +14%
PWMAG
1968
Pinnacle Wealth Management Advisory Group
New Jersey
$566K +$513K +1,942 New
PIA
1969
Pinion Investment Advisors
Kansas
$565K +$15.6K +59 +3%
AWP
1970
Ascent Wealth Partners
New York
$563K +$36.2K +137 +8%
FCB
1971
First Command Bank
Texas
$561K – – –
FCFS
1972
First Command Financial Services
Texas
$561K – – –
NERM
1973
New England Research & Management
Illinois
$561K – – –
RIM
1974
Redwood Investment Management
Arizona
$561K – – –
MSU
1975
Mizuho Securities USA
New York
$560K +$507K +1,921 New