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Name Holding Trade Value Shares
Change
Change in
Stake
JAFL
1951
Jay A. Fishman Ltd
Michigan
$278K -$3K -18 -1%
PA
1952
PSI Advisors
Florida
$278K -$239K -1,435 -46%
BCM
1953
Brown Capital Management
Maryland
$278K – – –
WRM
1954
Weybosset Research & Management
Rhode Island
$278K +$9.51K +57 +4%
RC
1955
Rinet Company
Massachusetts
$277K +$1.67K +10 +0.6%
Eagle Capital Management (New York)
1956
Eagle Capital Management (New York)
New York
$277K +$278K +1,667 New
ONST
1957
Old North State Trust
North Carolina
$276K – – –
GWS
1958
Glassman Wealth Services
Virginia
$275K -$257K -1,539 -48%
ML
1959
McAdam LLC
Pennsylvania
$273K -$77.1K -462 -22%
EIG
1960
Ellenbecker Investment Group
Wisconsin
$273K -$62.9K -377 -19%
WA
1961
Wealth Architects
California
$273K -$9.18K -55 -3%
AIA
1962
Alera Investment Advisors
Illinois
$272K +$15.2K +91 +6%
LFASL
1963
Lugano Financial Advisors SA (LFA)
Switzerland
$271K – – –
DWM
1964
Destination Wealth Management
California
$270K -$44.1K -264 -14%
AIM
1965
Aspen Investment Management
Michigan
$270K – – –
SCA
1966
Strategic Capital Advisers
Colorado
$269K – – –
TC
1967
Tacita Capital
Ontario, Canada
$269K – – –
MAG
1968
Mayfair Advisory Group
Alabama
$269K +$271K +1,622 New
CW
1969
Cabot-Wellington
Massachusetts
$268K – – –
NPF
1970
Norris Perne & French
Michigan
$268K – – –
BCP
1971
Berkeley Capital Partners
Georgia
$268K +$501 +3 +0.2%
GC
1972
Gibson Capital
Pennsylvania
$267K – – –
SFG
1973
Snider Financial Group
Washington
$267K +$268K +1,603 New
JSC
1974
Jackson Square Capital
California
$266K -$9.35K -56 -3%
AA
1975
Argent Advisors
Louisiana
$265K -$43.9K -263 -14%