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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1951
Alera Investment Advisors
Illinois
$525K +$10.8K +174 +2%
Q
1952
QVR
California
$525K +$582K +9,363 New
FBA
1953
Front Barnett Associates
Illinois
$524K – – –
OAM
1954
Occidental Asset Management
California
$524K – – –
KPW
1955
Kore Private Wealth
New York
$524K +$186 +3 +0%
IFA
1956
Index Fund Advisors
California
$524K +$311 +5 +0.1%
GLLW
1957
Graves Light Lenhart Wealth
Virginia
$524K +$12.4K +200 +2%
PA
1958
Procyon Advisors
Connecticut
$523K -$103K -1,653 -15%
PIA
1959
Pinion Investment Advisors
Kansas
$522K -$158K -2,550 -21%
MA
1960
MCF Advisors
Kentucky
$520K +$23.7K +381 +4%
IAP
1961
Indie Asset Partners
Indiana
$517K -$67.1K -1,080 -10%
BCPWM
1962
Bradley & Co Private Wealth Management
Florida
$517K – – –
CHA
1963
Carmichael Hill & Associates
Maryland
$517K +$26.6K +428 +5%
AC
1964
Apella Capital
Connecticut
$516K -$93.8K -1,510 -14%
NME
1965
Notis-McConarty Edward
$515K -$12.4K -200 -2%
FM
1966
Family Management
New York
$513K -$18.3K -295 -3%
ABLA
1967
Alan B. Lancz & Associates
Ohio
$513K – – –
CWC
1968
Carolinas Wealth Consulting
North Carolina
$513K +$9.82K +158 +0.4%
SWM
1969
Stockman Wealth Management
Montana
$512K +$1.8K +29 +0.3%
FUBT
1970
First United Bank & Trust
Maryland
$510K – – –
GTAM
1971
Global Trust Asset Management
Florida
$509K – – –
FOA
1972
Five Oceans Advisors
California
$509K +$142K +2,284 +34%
SC
1973
Searle & Co
Connecticut
$508K – – –
CL
1974
COWA LLC
Oklahoma
$508K +$622 +10 +0.1%
RWP
1975
Revolve Wealth Partners
New Jersey
$508K +$68.9K +1,109 +14%
77 78
79
80 81