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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1951
Cozad Asset Management
Illinois
$786K
PT
1952
Plimoth Trust
Massachusetts
$784K +$38.7K +215 +5%
BB
1953
Bell Bank
North Dakota
$783K -$1.26K -7 -0.2%
HPWM
1954
Highland Private Wealth Management
Washington
$783K +$13.9K +77 +2%
LC
1955
Lindbrook Capital
California
$783K +$38K +211 +5%
PSC
1956
Prentiss Smith & Co
Vermont
$782K
MSS
1957
Mitchell Sinkler & Starr
Pennsylvania
$781K
BWL
1958
Bogart Wealth LLC
Virginia
$779K +$68.5K +380 +10%
MCWS
1959
McKinley Carter Wealth Services
West Virginia
$778K -$144K -798 -16%
BCP
1960
Berkeley Capital Partners
Georgia
$778K -$14.4K -80 -2%
AIP
1961
Almanack Investment Partners
Pennsylvania
$777K -$38.9K -216 -5%
AWCI
1962
Alpine Woods Capital Investors
New York
$775K +$743K +4,122 New
WA
1963
Wambolt & Associates
Colorado
$771K +$69.9K +388 +10%
AFM
1964
Anson Funds Management
Texas
$770K +$739K +4,100 New
GIA
1965
Guyasuta Investment Advisors
Pennsylvania
$768K
BFIM
1966
Beese Fulmer Investment Management
Ohio
$767K +$251K +1,395 +52%
JA
1967
JOYN Advisors
Georgia
$764K -$360 -2 -0%
AI
1968
AdvisorShares Investments
Maryland
$764K +$733K +4,067 New
DWA
1969
Dorsey Wright & Associates
California
$764K +$733K +4,067 New
RWM
1970
Raffa Wealth Management
District of Columbia
$762K
SAM
1971
SignalPoint Asset Management
Missouri
$761K +$28.1K +156 +4%
SIAS
1972
Shine Investment Advisory Services
Colorado
$759K -$39.5K -219 -5%
BC
1973
Brio Consultants
California
$759K +$71.7K +398 +11%
AFA
1974
Arlington Financial Advisors
California
$758K -$18K -100 -2%
FNBSF
1975
First National Bank Sioux Falls
South Dakota
$756K +$2.34K +13 +0.3%