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Name Holding Trade Value Shares
Change
Change in
Stake
OFW
1951
Omnia Family Wealth
Florida
– -$123K -647 Closed
KL
1952
KWMG LLC
Kansas
– -$112K -587 Closed
WCM
1953
WealthBridge Capital Management
Ohio
– -$97K -562 Closed
HCA
1954
Horan Capital Advisors
Ohio
– -$104K -549 Closed
MFW
1955
Mosaic Family Wealth
Missouri
– -$103K -541 Closed
IWP
1956
Icon Wealth Partners
Texas
– -$78K -410 Closed
LC
1957
Lavaca Capital
Texas
– -$76K -400 Closed
BMM
1958
Buffington Mohr McNeal
Idaho
– -$69K -364 Closed
MNBTD
1959
Moody National Bank Trust Division
Texas
– -$61K -323 Closed
PWM
1960
PRW Wealth Management
Massachusetts
– -$55K -285 Closed
FAM
1961
Foresters Asset Management
Ontario, Canada
– -$49K -260 Closed
CIM
1962
Contravisory Investment Management
Massachusetts
– -$49K -259 Closed
IDBONY
1963
Israel Discount Bank of New York
New York
– -$38K -200 Closed
JIP
1964
JBJ Investment Partners
South Carolina
– -$38K -200 Closed
SAM
1965
Strategy Asset Managers
California
– -$30K -160 Closed
MS
1966
Mizuho Securities
Japan
– -$28K -150 Closed
CGT
1967
Capital Guardian Trust
California
– -$1.31M -83 Closed
PCA
1968
Peddock Capital Advisors
Massachusetts
– -$13K -69 Closed
AA
1969
Advisory Alpha
Michigan
– -$10.2K -59 Closed
MAM
1970
Marquette Asset Management
Minnesota
– -$11K -56 Closed
EI
1971
Ellevest Inc
New York
– -$8K -41 Closed
SHIM
1972
Stone House Investment Management
Pennsylvania
– -$5K -28 Closed
NWM
1973
Northwest Wealth Management
Iowa
– -$2K -11 Closed