Name Holding Trade Value Shares
Change
Change in
Stake
XWL
1976
XXI Wealth LLC
Illinois
$285K +$276K +813 New
WOSD
1977
WFA of San Diego
California
$283K -$56.1K -165 -17%
HC
1978
Hendley & Co
Ohio
$283K -$129K -378 -32%
CFS
1979
Commonwealth Financial Services
West Virginia
$283K +$3.4K +10 +1%
HIA
1980
Harbor Investment Advisory
Maryland
$283K +$59.2K +174 +27%
MWA
1981
Muirfield Wealth Advisors
North Carolina
$282K – – –
CFO
1982
Cambient Family Office
Michigan
$281K +$273K +804 New
DWM
1983
Dopkins Wealth Management
New York
$281K +$1.02K +3 +0.4%
NL
1984
NWAM LLC
Washington
$280K +$106K +311 +51%
USB
1985
Union Savings Bank
Connecticut
$280K +$272K +801 New
BCM
1986
Bayesian Capital Management
New York
$280K -$1.04M -3,054 -79%
AF
1987
AtlasMark Financial
Texas
$280K – – –
OC
1988
Oakworth Capital
Alabama
$279K -$15K -44 -5%
NWP
1989
NerdWallet Wealth Partners
New York
$279K +$271K +797 New
APW
1990
Aventura Private Wealth
Florida
$279K -$52.4K -154 -16%
JTWM
1991
Jackson Thornton Wealth Management
Alabama
$279K -$649K -1,909 -70%
RA
1992
Riversedge Advisors
Delaware
$278K -$237K -697 -47%
PCM
1993
Poehling Capital Management
Wisconsin
$278K +$270K +795 New
IWAO
1994
Independence Wealth Advisors (Ohio)
Ohio
$278K +$270K +794 New
CPC
1995
Congress Park Capital
New York
$278K -$1.03M -3,035 -79%
CAL
1996
Capital Advisors Ltd
Ohio
$277K +$27.2K +80 +11%
G
1997
GenTrust
Florida
$277K -$96.2K -283 -26%
ANHIM
1998
Alan N. Hoffman Investment Management
Massachusetts
$276K – – –
RTC
1999
Real Talk Capital
Tennessee
$276K +$269K +790 New
KFA
2000
Kelleher Financial Advisors
New York
$276K – – –