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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1951
Academy Capital Management
Texas
$391K – – –
SI
1952
Seeds Investor
New York
$391K +$362K +5,800 New
AHL
1953
Abel Hall LLC
Louisiana
$390K +$21.2K +340 +6%
MWA
1954
Motive Wealth Advisors
Michigan
$387K +$1.25K +20 +0.4%
HWM
1955
Horizon Wealth Management
Illinois
$387K +$12.5K +200 +4%
WA
1956
Wealth Architects
California
$386K -$1.87K -30 -0.5%
HR
1957
Howe & Rusling
New York
$385K -$68.1K -1,090 -16%
MC
1958
Maverick Capital
Texas
$384K -$2.12M -33,940 -86%
SCM
1959
Seascape Capital Management
New Hampshire
$383K +$625 +10 +0.2%
TFA
1960
Tobias Financial Advisors
Florida
$383K +$38.7K +620 +12%
CWM
1961
Cherrydale Wealth Management
New Jersey
$381K +$23.1K +370 +7%
APM
1962
a16z Perennial Management
California
$379K – – –
HWM
1963
Hemington Wealth Management
Virginia
$377K -$169K -2,710 -33%
LIM
1964
Leavell Investment Management
Alabama
$377K +$349K +5,590 New
FF
1965
Fluent Financial
Texas
$377K +$62.5K +1,000 +22%
SRL
1966
Scientech Research LLC
New Jersey
$377K -$435K -6,970 -56%
OIS
1967
Okabena Investment Services
Minnesota
$377K +$349K +5,580 New
JLBC
1968
J.L. Bainbridge & Co
Florida
$376K +$6.25K +100 +2%
MWM
1969
Meritas Wealth Management
California
$376K +$2.5K +40 +0.7%
TA
1970
TruWealth Advisors
Louisiana
$376K -$31.9K -510 -8%
EB
1971
Emprise Bank
Kansas
$375K -$21.9K -350 -6%
SCM
1972
Stevens Capital Management
Pennsylvania
$375K +$347K +5,560 New
DA
1973
DSC Advisors
Illinois
$374K -$38.1K -610 -10%
WC
1974
Weil Company
California
$374K – – –
OWM
1975
Opes Wealth Management
California
$374K +$6.25K +100 +2%
77 78
79
80 81