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Name Holding Trade Value Shares
Change
Change in
Stake
ME
1951
McIlrath & Eck
Washington
$1.97K -$148K -238 -99%
ETS
1952
ESL Trust Services
New York
$1.97K +$1.86K +3 New
PPA
1953
Painted Porch Advisors
California
$1.34K +$1.24K +2 New
RDFA
1954
Ritter Daniher Financial Advisory
Ohio
$1.31K -$620 -1 -33%
BIM
1955
Breakwater Investment Management
Washington
$1.31K – – –
EWM
1956
Evermay Wealth Management
Virginia
$1.31K – – –
BONH
1957
Bank of New Hampshire
New Hampshire
$1.31K – – –
RWMG
1958
Redwood Wealth Management Group
New Jersey
$1.31K +$1.24K +2 New
PI
1959
PEAK6 Investments
Illinois
$1.04K -$6.03M -9,715 -100%
HCM
1960
Horrell Capital Management
Arkansas
$1K – – –
AA
1961
AlphaMark Advisors
Kentucky
$1K +$620 +1 New
B
1962
Birchbrook
Maine
$670 – – –
DFA
1963
DHJJ Financial Advisors
Illinois
$658 – – –
WA
1964
WestEnd Advisors
North Carolina
$657 -$620 -1 -50%
LIA
1965
Lynx Investment Advisory
District of Columbia
$657 +$620 +1 New
DWM
1966
Dogwood Wealth Management
Kansas
$22 – – –
Capital World Investors
1967
Capital World Investors
California
– -$773M -1,188,779 Closed
GQG Partners
1968
GQG Partners
Florida
– -$406M -624,942 Closed
Capital Research Global Investors
1969
Capital Research Global Investors
California
– -$383M -588,493 Closed
FAM
1970
Foxhaven Asset Management
Virginia
– -$127M -195,585 Closed
RC
1971
Rivulet Capital
New Jersey
– -$103M -158,000 Closed
AIG
1972
American International Group
New York
– -$70M -107,643 Closed
Capital Fund Management (CFM)
1973
Capital Fund Management (CFM)
France
– -$45M -72,508 Closed
SC
1974
Styrax Capital
New York
– -$39.1M -60,155 Closed
GC
1975
Gillson Capital
Illinois
– -$38.2M -58,811 Closed