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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1951
Wealth Architects
California
$493K -$2.79K -8 -0.6%
MMPW
1952
Mitchell McLeod Pugh & Williams
Alabama
$492K
GIP
1953
Granite Investment Partners
California
$492K +$16.4K +47 +4%
FMTCOCP
1954
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$491K +$10.5K +30 +2%
ODCM
1955
Old Dominion Capital Management
Virginia
$491K +$481K +1,378 New
BMC
1956
Beaton Management Company
Massachusetts
$488K
Two Sigma Investments
1957
Two Sigma Investments
New York
$487K -$146M -419,427 -100%
CP
1958
Camelot Portfolios
Ohio
$486K -$57.9K -166 -11%
ICP
1959
Interchange Capital Partners
Pennsylvania
$486K -$41.2K -118 -8%
ICM
1960
IMS Capital Management
Oregon
$486K
CAS
1961
Cascadia Advisory Services
Oregon
$486K +$476K +1,364 New
MSR
1962
Main Street Research
Connecticut
$482K -$107K -308 -19%
HWM
1963
Hemington Wealth Management
Virginia
$482K -$61.1K -175 -11%
ME
1964
McIlrath & Eck
Washington
$482K -$40.1K -115 -8%
TP
1965
Truvvo Partners
New York
$482K +$349 +1 +0.1%
HC
1966
Hendley & Co
Ohio
$481K -$140K -400 -23%
DAC
1967
Dividend Assets Capital
South Carolina
$481K
WPC
1968
Waters Parkerson & Co
Louisiana
$481K
HC
1969
Hamilton Capital
Ohio
$480K +$28.6K +82 +6%
OAM
1970
Oberweis Asset Management
Illinois
$478K
VWM
1971
Valley Wealth Managers
New Jersey
$477K +$71.9K +206 +18%
LWA
1972
Lineweaver Wealth Advisors
Ohio
$477K +$175K +503 +60%
RFN
1973
RDA Financial Network
Iowa
$476K +$45.4K +130 +11%
VC
1974
Veery Capital
Delaware
$474K -$5.93K -17 -1%
WAAG
1975
Wealth Alliance Advisory Group
Kansas
$470K -$16.4K -47 -3%