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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1951
Gilbert & Cook
Iowa
$283K +$3.6K +19 +0.8%
KIG
1952
Kowal Investment Group
Wisconsin
$283K -$112K -590 -20%
TPA
1953
Trivium Point Advisory
Connecticut
$283K +$1.32K +7 +0.3%
SCFS
1954
S.C. Financial Services
Arizona
$283K +$2.46K +13 +0.6%
BMO
1955
Beck Mack & Oliver
New York
$283K
CF
1956
Copperwynd Financial
Arizona
$283K +$3.79K +20 +0.9%
CC
1957
Cadinha & Co
Hawaii
$282K -$49.2K -260 -10%
EWA
1958
Encompass Wealth Advisors
Oregon
$282K +$16.7K +88 +4%
PP
1959
Patron Partners
Texas
$281K -$62.1K -328 -13%
CIA
1960
Cohen Investment Advisors
New Hampshire
$281K
BEW
1961
Burton Enright Welch
California
$281K +$12.1K +64 +3%
ESB
1962
Essex Savings Bank
Connecticut
$280K -$9.47K -50 -2%
OFG
1963
Oxford Financial Group
Indiana
$280K +$71.8K +379 +20%
FWM
1964
FMB Wealth Management
California
$279K +$428K +2,261 New
PSP
1965
Pacific Sage Partners
Washington
$278K +$427K +2,256 New
BIAS
1966
Beacon Investment Advisory Services
New Jersey
$278K +$25.4K +134 +6%
PWA
1967
Peterson Wealth Advisors
Utah
$277K +$19.5K +103 +5%
SPIO
1968
Seven Post Investment Office
California
$277K
SI
1969
Sprott Inc
Ontario, Canada
$277K
AIM
1970
Alhambra Investment Management
Florida
$277K +$26.7K +141 +7%
CHA
1971
Cooper/Haims Advisors
New York
$277K +$16.5K +87 +4%
JMF
1972
Johnson Midwest Financial
Iowa
$276K +$68.4K +361 +19%
PWM
1973
PBMares Wealth Management
Virginia
$276K -$11.9K -63 -3%
GGS
1974
Galvin Gaustad & Stein
Arizona
$274K +$21.8K +115 +5%
CC
1975
Cornerstone Capital
California
$273K