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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1976
Seeds Investor
New York
$1.89M +$140K +357 +8%
PWM
1977
Power Wealth Management
Georgia
$1.89M -$585K -1,488 -24%
ECA
1978
Elevated Capital Advisors
Utah
$1.89M +$184K +468 +11%
YIH
1979
Y-Intercept (HK)
Hong Kong
$1.89M +$1.83M +4,659 New
AIFAIM
1980
American Institute for Advanced Investment Management
Arizona
$1.89M +$4.71M +11,974 +270%
CCAM
1981
Cascades Capital Asset Management
North Carolina
$1.88M +$106K +269 +6%
SCM
1982
Stevens Capital Management
Pennsylvania
$1.88M +$729K +1,853 +67%
JWWM
1983
Johnson & White Wealth Management
Pennsylvania
$1.88M +$12.2K +31 +0.7%
CCA
1984
Cobblestone Capital Advisors
New York
$1.87M -$25.2K -64 -1%
RBA
1985
Richard Bernstein Advisors
New York
$1.87M -$1.99M -5,059 -52%
CFO
1986
CVA Family Office
Colorado
$1.87M +$49.5K +126 +3%
ILI
1987
Invesco LLC (Illinois)
Illinois
$1.87M +$151K +384 +9%
BAM
1988
Byrne Asset Management
New Jersey
$1.87M -$8.65K -22 -0.5%
FAT
1989
First American Trust
California
$1.86M +$602K +1,531 +50%
AWA
1990
Acorn Wealth Advisors
Michigan
$1.86M +$19.7K +50 +1%
IP
1991
Investment Partners
Ohio
$1.86M +$62.5K +159 +4%
RFA
1992
Register Financial Advisors
Georgia
$1.86M -$7.86K -20 -0.4%
PWM
1993
Pines Wealth Management
North Carolina
$1.86M +$103K +263 +6%
CWM
1994
Chemistry Wealth Management
New York
$1.85M +$68K +173 +4%
DMBA
1995
Deseret Mutual Benefit Administrators
Utah
$1.85M -$77.9K -198 -4%
MI
1996
Motiv8 Investments
Florida
$1.84M +$469K +1,194 +36%
RE
1997
Rydar Equities
Texas
$1.84M -$443K -1,127 -20%
KWM
1998
Koa Wealth Management
California
$1.84M -$58.6K -149 -3%
GAM
1999
Gemmer Asset Management
California
$1.84M -$29.9K -76 -2%
CIP
2000
Convergence Investment Partners
Florida
$1.84M -$2.16M -5,493 -55%
78 79
80
81 82