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Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1951
GM Advisory Group
New York
$1.06M -$115K -577 -10%
AFM
1952
Andesa Financial Management
Pennsylvania
$1.06M +$299K +1,496 +39%
CB
1953
CNB Bank
Pennsylvania
$1.06M -$86.3K -432 -8%
BWP
1954
Bernardo Wealth Planning
Pennsylvania
$1.06M +$335K +1,678 +46%
NB
1955
Nicolet Bankshares
Wisconsin
$1.06M +$60.9K +305 +6%
RSWM
1956
Robertson Stephens Wealth Management
California
$1.05M +$631K +3,159 +150%
MPIA
1957
Mountain Pacific Investment Advisers
Idaho
$1.05M
AB
1958
Atlas Brown
Kentucky
$1.05M +$49.1K +246 +5%
WCA
1959
Westover Capital Advisors
Delaware
$1.04M +$112K +562 +12%
OAM
1960
Occidental Asset Management
California
$1.04M +$108K +540 +12%
BEAM
1961
Baker Ellis Asset Management
Washington
$1.04M
TIA
1962
Trust Investment Advisors
Indiana
$1.04M +$18.2K +91 +2%
BAM
1963
Berkshire Asset Management
Pennsylvania
$1.03M -$1.2K -6 -0.1%
PWAG
1964
Polaris Wealth Advisory Group
California
$1.03M -$179K -897 -15%
BW
1965
Bison Wealth
Georgia
$1.03M +$135K +677 +15%
WMA
1966
Wealth Management Associates
New Jersey
$1.03M
IF
1967
Intrua Financial
Texas
$1.03M -$106K -532 -10%
SCI
1968
S&CO Inc
Massachusetts
$1.03M +$38K +190 +4%
WAG
1969
Winthrop Advisory Group
Massachusetts
$1.03M +$58.1K +291 +6%
SCM
1970
Southport Capital Management
Tennessee
$1.03M +$147K +736 +17%
RC
1971
RBO & Co
California
$1.02M
HPWM
1972
Highland Private Wealth Management
Washington
$1.02M +$90.3K +452 +10%
SVCP
1973
Silicon Valley Capital Partners
California
$1.02M +$1.02M +5,114 New
MFS
1974
Mirabella Financial Services
United Kingdom
$1.02M -$1.03M -5,138 -50%
CIA
1975
CSat Investment Advisory
Michigan
$1.02M -$821K -4,110 -45%