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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1976
Muirfield Wealth Advisors
North Carolina
$282K – – –
CFO
1977
Cambient Family Office
Michigan
$281K +$273K +804 New
DWM
1978
Dopkins Wealth Management
New York
$281K +$1.02K +3 +0.4%
NL
1979
NWAM LLC
Washington
$280K +$106K +311 +51%
USB
1980
Union Savings Bank
Connecticut
$280K +$272K +801 New
BCM
1981
Bayesian Capital Management
New York
$280K -$1.04M -3,054 -79%
AF
1982
AtlasMark Financial
Texas
$280K – – –
OC
1983
Oakworth Capital
Alabama
$279K -$15K -44 -5%
NWP
1984
NerdWallet Wealth Partners
New York
$279K +$271K +797 New
APW
1985
Aventura Private Wealth
Florida
$279K -$52.4K -154 -16%
JTWM
1986
Jackson Thornton Wealth Management
Alabama
$279K -$649K -1,909 -70%
RA
1987
Riversedge Advisors
Delaware
$278K -$237K -697 -47%
PCM
1988
Poehling Capital Management
Wisconsin
$278K +$270K +795 New
IWAO
1989
Independence Wealth Advisors (Ohio)
Ohio
$278K +$270K +794 New
CPC
1990
Congress Park Capital
New York
$278K -$1.03M -3,035 -79%
CAL
1991
Capital Advisors Ltd
Ohio
$277K +$27.2K +80 +11%
G
1992
GenTrust
Florida
$277K -$96.2K -283 -26%
ANHIM
1993
Alan N. Hoffman Investment Management
Massachusetts
$276K – – –
RTC
1994
Real Talk Capital
Tennessee
$276K +$269K +790 New
KFA
1995
Kelleher Financial Advisors
New York
$276K – – –
AIA
1996
AssuredPartners Investment Advisors
Florida
$276K +$268K +788 New
CSPIA
1997
Cary Street Partners Investment Advisory
Virginia
$275K -$19K -56 -7%
SCA
1998
Stonebridge Capital Advisors
Minnesota
$275K +$72.4K +213 +37%
BTWM
1999
Baker Tilly Wealth Management
Wisconsin
$275K -$26.2K -77 -9%
ATC
2000
Adirondack Trust Company
New York
$275K -$62.2K -183 -19%
78 79
80
81 82