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Name Holding Trade Value Shares
Change 		Change in
Stake
FBP
1951
Flippin Bruce & Porter
Virginia
$470K -$14.2K -250 -3%
GC
1952
Gilbert & Cook
Iowa
$470K +$10.4K +184 +2%
BBWA
1953
Bell & Brown Wealth Advisors
California
$470K +$50.6K +893 +13%
PFA
1954
Paradigm Financial Advisors
Missouri
$467K +$90.2K +1,593 +25%
GSWM
1955
Golden State Wealth Management
California
$467K +$448K +7,903 New
IWP
1956
Icon Wealth Partners
Texas
$465K -$32.9K -581 -7%
HMS
1957
Hanseatic Management Services
New Mexico
$464K +$566 +10 +0.1%
MFW
1958
Mosaic Family Wealth
Missouri
$464K +$623 +11 +0.1%
ECM
1959
EagleClaw Capital Management
Massachusetts
$461K -$22.7K -400 -5%
GCM
1960
Grisanti Capital Management
New York
$461K – – –
HT
1961
Heritage Trust
Oklahoma
$460K +$351K +6,193 +394%
AGA
1962
Accuvest Global Advisors
Utah
$458K -$1.08M -19,110 -71%
EP
1963
Edgestream Partners
New Jersey
$458K +$439K +7,745 New
CA
1964
Cambridge Advisors
Nebraska
$455K +$849 +15 +0.2%
VNB
1965
Virginia National Bank
Virginia
$452K -$72.2K -1,275 -14%
SMH
1966
Sanders Morris Harris
Texas
$452K – – –
SRSA
1967
S.R. Schill & Associates
Washington
$451K – – –
SCM
1968
Stonehearth Capital Management
Massachusetts
$451K +$28K +494 +7%
CCM
1969
Condor Capital Management
New Jersey
$450K -$4.19K -74 -1%
PWPS
1970
Pinnacle Wealth Planning Services
Ohio
$449K -$240K -4,238 -36%
DE
1971
Day & Ennis
Georgia
$447K -$5.83K -103 -1%
ACM
1972
AUA Capital Management
Pennsylvania
$445K – – –
SWMG
1973
Strategic Wealth Management Group
Maryland
$444K +$95.9K +1,694 +29%
PWP
1974
Principle Wealth Partners
Connecticut
$444K +$223K +3,945 +111%
PCMC
1975
Private Capital Management (Colorado)
Colorado
$443K -$33K -583 -7%
77 78
79
80 81