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Name Holding Trade Value Shares
Change
Change in
Stake
EF
1951
Empirical Finance
Pennsylvania
$499K +$10.6K +87 +2%
VCM
1952
Vision Capital Management
Oregon
$498K -$13.2K -109 -3%
SCP
1953
Shorepoint Capital Partners
Massachusetts
$498K – – –
TA
1954
Trellis Advisors
Washington
$495K +$1.58K +13 +0.3%
GKWIM
1955
Gerber Kawasaki Wealth & Investment Management
California
$491K +$211K +1,736 +72%
RFN
1956
RDA Financial Network
Iowa
$490K +$16K +132 +3%
SC
1957
Saturna Capital
Washington
$489K – – –
WCM
1958
Wisconsin Capital Management
Wisconsin
$489K +$97.2K +800 +24%
BONST
1959
Bank of Nova Scotia Trust
Ontario, Canada
$488K -$110K -902 -18%
BCA
1960
Bray Capital Advisors
Florida
$487K -$24.9K -205 -5%
WKWM
1961
Walter & Keenan Wealth Management
Indiana
$487K +$55.3K +455 +12%
SCM
1962
Southport Capital Management
Tennessee
$485K +$171K +1,410 +53%
NPF
1963
Norris Perne & French
Michigan
$484K +$9.96K +82 +2%
PAM
1964
Peak Asset Management
Colorado
$482K – – –
LFA
1965
Legacy Financial Advisors
Kentucky
$480K +$4.62K +38 +0.9%
VWM
1966
Venturi Wealth Management
Texas
$479K -$594K -4,894 -55%
JHCP
1967
Jackson Hole Capital Partners
Oklahoma
$479K – – –
SIG
1968
Schaller Investment Group
North Carolina
$478K – – –
SC
1969
SRB Corp
Massachusetts
$477K – – –
BAM
1970
Bruderman Asset Management
New York
$474K -$110K -906 -19%
GC
1971
Gruss & Co
Florida
$474K – – –
NIM
1972
Needham Investment Management
New York
$474K – – –
NJBEST
1973
New Jersey Better Educational Savings Trust
New Jersey
$474K – – –
PAS
1974
Professional Advisory Services
Florida
$474K – – –
LPIC
1975
LeJeune Puetz Investment Counsel
Michigan
$470K – – –