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Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
1951
High Net Worth Advisory Group
Florida
$582K -$8.66K -200 -1%
SSWM
1952
Sheets Smith Wealth Management
North Carolina
$581K -$4.85K -112 -0.8%
VBCG
1953
Valley Brook Capital Group
Pennsylvania
$581K -$25.9K -598 -4%
PAG
1954
Powers Advisory Group
Illinois
$580K +$11.1K +257 +2%
BW
1955
Blalock Williams
Alabama
$580K +$54.9K +1,267 +10%
CA
1956
Cullinan Associates
Kentucky
$580K -$235K -5,434 -29%
BAAM
1957
Baker Avenue Asset Management
California
$580K -$28.5K -657 -5%
EIM
1958
Essex Investment Management
Massachusetts
$578K – – –
ACM
1959
Aljian Capital Management
Nevada
$577K -$4.46K -103 -0.8%
PAM
1960
PCG Asset Management
New Jersey
$577K -$5.15K -119 -0.9%
HBW
1961
Hazlett, Burt & Watson
West Virginia
$576K +$43 +1 +0%
WA1
1962
Wimmer Associates 1
California
$576K +$10.2K +236 +2%
PWM
1963
PBMares Wealth Management
Virginia
$576K +$24.2K +558 +4%
MCWA
1964
Meadow Creek Wealth Advisors
Georgia
$575K -$5.89K -136 -1%
VCM
1965
Versant Capital Management
Arizona
$575K +$50.6K +1,168 +10%
SI
1966
Seeds Investor
New York
$573K -$97.8K -2,258 -15%
BCFD
1967
Boit C.F. David
$571K – – –
DIP
1968
Davis Investment Partners
North Carolina
$571K +$27.4K +633 +5%
RPGNY
1969
Retirement Planning Group (New York)
New York
$570K +$2.73K +63 +0.5%
CWMGO
1970
Capstone Wealth Management Group (Oregon)
Oregon
$569K – – –
CST
1971
Charles Schwab Trust
Nevada
$568K +$43.3K +1,000 +8%
LAS
1972
Lloyd Advisory Services
Georgia
$566K -$48.1K -1,111 -8%
MIA
1973
MeadowBrook Investment Advisors
Michigan
$566K -$53.7K -1,240 -9%
KSB
1974
Kennebec Savings Bank
Maine
$565K -$20.9K -483 -4%
MGAM
1975
McGowan Group Asset Management
Texas
$565K -$68.9K -1,592 -11%