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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1951
Wintrust Investments
Illinois
$662K +$52.7K +874 +9%
ACP
1952
Aveo Capital Partners
Colorado
$661K +$663 +11 +0.1%
HSA
1953
Hussman Strategic Advisors
Maryland
$660K -$2.44M -40,500 -79%
JPMIA
1954
J.P. Marvel Investment Advisors
Massachusetts
$659K – – –
PFM
1955
Parsec Financial Management
North Carolina
$658K +$8.87K +147 +1%
NPF
1956
Norris Perne & French
Michigan
$654K -$6.03K -100 -0.9%
VCS
1957
Vaughan & Co Securities
New Jersey
$650K +$639K +10,593 New
BAM
1958
Boyar Asset Management
New York
$648K -$32.9K -545 -5%
HTHT
1959
Hemenway Trust Hemenway Trust
New Hampshire
$647K -$18.1K -300 -3%
OFW
1960
Omnia Family Wealth
Florida
$645K +$163K +2,707 +35%
IFG
1961
Investors Financial Group
Minnesota
$645K +$633K +10,497 New
BFC
1962
Blue Fin Capital
Rhode Island
$644K +$13.6K +225 +2%
SAA
1963
Southeast Asset Advisors
Georgia
$642K +$1.27K +21 +0.2%
FWM
1964
Focused Wealth Management
New York
$640K -$245K -4,055 -28%
NAS
1965
Nicolet Advisory Services
Wisconsin
$640K -$25.6K -425 -4%
NCM
1966
Northside Capital Management
Oregon
$639K – – –
GG
1967
GenWealth Group
New Jersey
$638K +$2.65K +44 +0.4%
MLFP
1968
MPS Loria Financial Planners
Illinois
$638K +$5.01K +83 +0.8%
MWC
1969
MBM Wealth Consultants
Missouri
$637K -$6.33K -105 -1%
ACG
1970
Allen Capital Group
Nebraska
$635K +$34.4K +571 +6%
Simplex Trading
1971
Simplex Trading
Illinois
$635K +$624K +10,349 New
WIA
1972
Westbourne Investment Advisors
Maryland
$634K – – –
KWA
1973
KCS Wealth Advisory
California
$633K -$6.09K -101 -1%
GWS
1974
Glassman Wealth Services
Virginia
$632K +$46.1K +764 +8%
ATWA
1975
Arbor Trust Wealth Advisors
Michigan
$632K +$621K +10,299 New