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Name Holding Trade Value Shares
Change
Change in
Stake
MO
1951
McMillan Office
Michigan
$206K – – –
PL
1952
Plancorp LLC
Missouri
$206K +$202K +2,133 New
AA
1953
ABC Arbitrage
France
$206K +$217K +2,299 New
JWA
1954
JFS Wealth Advisors
Pennsylvania
$206K -$13.5K -143 -6%
GA
1955
Goldstein Advisors
Wisconsin
$205K +$217K +2,291 New
FMB
1956
Field & Main Bank
Kentucky
$205K +$8.99K +95 +4%
TC
1957
Trilogy Capital
California
$205K +$216K +2,287 New
AA
1958
Alesco Advisors
New York
$205K +$216K +2,284 New
VAG
1959
VisionPoint Advisory Group
Texas
$204K +$215K +2,277 New
PCG
1960
Prosperity Consulting Group
Maryland
$204K +$215K +2,276 New
ANB
1961
Amarillo National Bank
Texas
$203K +$215K +2,269 New
LWM
1962
LeConte Wealth Management
Tennessee
$202K +$214K +2,258 New
SFS
1963
Security Financial Services
Indiana
$202K +$213K +2,255 New
BCA
1964
Bay Colony Advisors
Massachusetts
$202K +$213K +2,254 New
CFC
1965
Coyle Financial Counsel
Illinois
$201K +$213K +2,249 New
JJBC
1966
James J. Burns & Company
New York
$201K -$43.6K -461 -17%
Vanguard National Trust
1967
Vanguard National Trust
Pennsylvania
$201K +$212K +2,240 New
GWS
1968
Greykasell Wealth Strategies
California
$200K -$115K -1,214 -35%
RWA
1969
Redhawk Wealth Advisors
Minnesota
$200K +$211K +2,235 New
PFGWM
1970
Price Financial Group Wealth Management
Oregon
$199K +$191K +2,016 New
LCA
1971
Legend Capital Advisors
New York
$197K +$208K +2,204 New
AF
1972
Aviso Financial
Ontario, Canada
$194K -$13.1K -139 -6%
NRWA
1973
North Ridge Wealth Advisors
Oregon
$193K – – –
VGDSS
1974
VUB Generali dochodkova spravcovska spolocnost
$191K – – –
CB
1975
CNB Bank
Pennsylvania
$189K -$4.63K -49 -2%