Name Holding Trade Value Shares
Change
Change in
Stake
WEG
1951
World Equity Group
Illinois
$503K -$2.16M -20,268 -81%
AF
1952
Alerus Financial
North Dakota
$502K -$320K -3,000 -39%
ACA
1953
Ackerman Capital Advisors
Texas
$502K – – –
LGF
1954
LGT Group Foundation
Liechtenstein
$500K -$217K -2,036 -31%
CAM
1955
Covenant Asset Management
New Jersey
$500K – – –
VC
1956
Veracity Capital
Georgia
$498K +$32.1K +301 +7%
MCM
1957
Mengis Capital Management
Oregon
$498K +$107 +1 +0%
AIM
1958
Alhambra Investment Management
Florida
$497K – – –
BMC
1959
Beaton Management Company
Massachusetts
$497K +$320 +3 +0.1%
GAM
1960
Gould Asset Management
California
$497K – – –
NCM
1961
Northwest Capital Management
Oregon
$495K +$107 +1 +0%
SWA
1962
Sax Wealth Advisors
New Jersey
$494K +$107 +1 +0%
C
1963
Certuity
Florida
$494K +$111K +1,040 +30%
IWM
1964
Integris Wealth Management
California
$492K – – –
NCM
1965
NCM Capital Management
New Jersey
$492K +$1.92K +18 +0.4%
IAIM
1966
Industrial Alliance Investment Management
Quebec, Canada
$492K -$10.9M -102,401 -96%
KOC
1967
Koss-Olinger Consulting
Florida
$492K +$7.14K +67 +2%
VI
1968
Versor Investments
New York
$492K -$193K -1,812 -29%
AA
1969
Alta Advisers
United Kingdom
$491K – – –
FA
1970
Financial Advisors
Massachusetts
$490K -$3.2K -30 -0.7%
PBO
1971
Peoples Bank (Ohio)
Ohio
$490K -$2.24K -21 -0.5%
BB
1972
Bell Bank
North Dakota
$489K +$53.7K +504 +13%
IWP
1973
Insight Wealth Partners
Texas
$489K -$85.1K -798 -15%
VW
1974
Vance Wealth
California
$488K +$31K +291 +7%
QC
1975
Quent Capital
New York
$488K +$5.76K +54 +1%