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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1951
Virtue Capital Management
Tennessee
$500K – – –
OWA
1952
Opal Wealth Advisors
New York
$500K +$219K +2,559 +71%
ST
1953
Spinnaker Trust
Maine
$500K -$5.21K -61 -1%
LA
1954
Lifeworks Advisors
Michigan
$500K -$2.82K -33 -0.5%
NRD
1955
Nebula Research & Development
New York
$499K +$525K +6,151 New
WIC
1956
Wilkins Investment Counsel
Massachusetts
$497K +$28.4K +332 +6%
SWMP
1957
Signature Wealth Management Partners
New Jersey
$497K -$172K -2,016 -25%
MC
1958
Mathes Company
New York
$496K – – –
CWG
1959
Cornerstone Wealth Group
North Carolina
$496K +$48.5K +568 +10%
MCM
1960
Mainstay Capital Management
Michigan
$496K -$116K -1,360 -18%
DA
1961
Detalus Advisors
Missouri
$495K -$30.3K -355 -5%
SFS
1962
Summit Financial Strategies
Ohio
$493K -$39.5K -463 -7%
KLCM
1963
KG&L Capital Management
Louisiana
$492K -$43.1K -505 -8%
IF
1964
Intrua Financial
Texas
$492K +$27.1K +317 +6%
AC
1965
Apella Capital
Connecticut
$492K -$7.6K -89 -1%
WA
1966
WP Advisors
California
$491K +$21.4K +250 +4%
KTA
1967
Keeley-Teton Advisors
Illinois
$489K – – –
TI
1968
Truepoint Inc
Ohio
$489K +$293K +3,434 +132%
GAM
1969
Grandview Asset Management
Pennsylvania
$488K +$514K +6,016 New
KIC
1970
Kensington Investment Counsel
California
$488K +$12.9K +151 +3%
HCM
1971
Huber Capital Management
California
$486K -$179K -2,100 -26%
ROTUOC
1972
Regents of the University of California
California
$486K – – –
EI
1973
Ellevest Inc
New York
$485K +$65K +761 +15%
HIC
1974
Harvey Investment Company
Kentucky
$485K – – –
MAWCM
1975
Mine & Arao Wealth Creation & Management
California
$485K -$51.2K -600 -9%
77 78
79
80 81