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Name Holding Trade Value Shares
Change
Change in
Stake
MFC
1926
Mechanics Financial Corp
Ohio
$265K – – –
CIG
1927
Cairn Investment Group
Washington
$265K – – –
BWM
1928
BCGM Wealth Management
Indiana
$265K – – –
CC
1929
Centiva Capital
New York
$265K -$1.73M -14,774 -86%
SIA
1930
Schear Investment Advisers
Ohio
$264K -$18.2K -156 -6%
BOH
1931
Bank of Hawaii
Hawaii
$263K +$279K +2,383 New
MIS
1932
Morningstar Investment Services
Illinois
$263K +$33.1K +283 +14%
ACM
1933
Advance Capital Management
Michigan
$263K +$279K +2,382 New
TNA
1934
True North Advisors
Texas
$263K +$279K +2,382 New
RWI
1935
Red Wave Investments
Pennsylvania
$263K -$1.29K -11 -0.5%
PCM
1936
Princeton Capital Management
New Jersey
$262K +$22.2K +190 +9%
CAM
1937
Cozad Asset Management
Illinois
$262K – – –
JC
1938
JB Capital
Connecticut
$262K +$702 +6 +0.3%
AIA
1939
Arbor Investment Advisors
North Carolina
$261K +$468 +4 +0.2%
TSW
1940
Thompson Siegel & Walmsley
Virginia
$261K – – –
GIM
1941
Goelzer Investment Management
Indiana
$260K -$26.8K -229 -9%
CAS
1942
CTC Alternative Strategies
Illinois
$259K +$275K +2,350 New
BWP
1943
Baldwin Wealth Partners
Massachusetts
$259K -$11.7K -100 -4%
CCT
1944
Capital City Trust
Florida
$259K – – –
1WA
1945
180 Wealth Advisors
Washington
$258K -$9.82K -84 -3%
HNW
1946
High Note Wealth
Minnesota
$257K -$1.17K -10 -0.4%
IP
1947
Ignite Planners
California
$256K -$15.9K -136 -5%
RPWA
1948
Regent Peak Wealth Advisors
Georgia
$256K -$14.7K -126 -5%
GAM
1949
Gould Asset Management
California
$256K – – –
WFI
1950
West Family Investments
California
$255K -$84.2K -720 -24%