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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1951
West Paces Advisors
Georgia
$77.9K -$15.7K -68 -18%
PHAM
1952
Portland Hill Asset Management
United Kingdom
$76K
EC
1953
Estate Counselors
Wisconsin
$75K
PA
1954
Perennial Advisors
New York
$74K
LSV Asset Management
1955
LSV Asset Management
Illinois
$73K -$761K -3,300 -92%
CTB
1956
Country Trust Bank
Illinois
$73K
FCMT
1957
Founders Capital Management (Texas)
Texas
$73K
CC
1958
Corsicana & Co
Texas
$73K +$69.1K +300 New
PCTC
1959
Perkins Coie Trust Company
Washington
$70K -$9.22K -40 -12%
SCA
1960
Stonebridge Capital Advisors
Minnesota
$69K -$18.2K -79 -22%
IRC
1961
Investors Research Corp
Georgia
$66K
TI
1962
Truehand Inc
New Hampshire
$65K
CT
1963
Clearstead Trust
Maine
$63K +$59K +256 New
IUHSA
1964
Itau Unibanco Holding S.A.
Brazil
$62K -$1.68M -7,307 -97%
SIS
1965
Sound Income Strategies
Florida
$62K -$129K -561 -69%
HFM
1966
Hartford Financial Management
Connecticut
$62K
KIG
1967
Kessler Investment Group
Indiana
$61K
EIP
1968
Ellis Investment Partners
Pennsylvania
$60K
TVWM
1969
Tower View Wealth Management
Wisconsin
$60K
DAM
1970
Delta Asset Management
Tennessee
$57K +$5.76K +25 +12%
SN
1971
Sittner & Nelson
Oregon
$56K
WWMSC
1972
Wagner Wealth Management (South Carolina)
South Carolina
$56K +$13.8K +60 +35%
RA
1973
Resolute Advisors
California
$56K +$22.8K +99 +77%
MUMSS
1974
Mitsubishi UFJ Morgan Stanley Securities
Japan
$56K +$53K +230 New
CHC
1975
City Holding Co
West Virginia
$55K