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Name Holding Trade Value Shares
Change 		Change in
Stake
3F
1951
360 Financial
Minnesota
$501K +$546K +1,925 New
HIIFS
1952
Harel Insurance Investments & Financial Services
Israel
$500K -$3.53M -12,425 -87%
NWA
1953
New World Advisors
Massachusetts
$500K -$389K -1,370 -40%
WA
1954
Wealth Architects
California
$500K -$5.96K -21 -1%
FCB
1955
First Command Bank
Texas
$500K – – –
FCFS
1956
First Command Financial Services
Texas
$500K – – –
FM
1957
Family Management
New York
$499K -$52.2K -184 -9%
BOPW
1958
Brandywine Oak Private Wealth
Pennsylvania
$498K +$56.7K +200 +12%
BO
1959
BRR OpCo
Ohio
$496K -$566K -1,995 -51%
FWCM
1960
Ferguson Wellman Capital Management
Oregon
$496K – – –
MA
1961
Modus Advisors
Minnesota
$494K +$5.96K +21 +1%
LC
1962
Lindbrook Capital
California
$493K +$7.38K +26 +1%
JAG
1963
Journey Advisory Group
Kentucky
$488K +$145K +512 +38%
AWM
1964
Accurate Wealth Management
Florida
$487K +$27.2K +96 +5%
CWC
1965
Carolinas Wealth Consulting
North Carolina
$486K +$30.6K +108 +6%
PCM
1966
Perritt Capital Management
Illinois
$482K – – –
SAM
1967
Strategy Asset Managers
California
$478K -$985K -3,473 -65%
CCB
1968
Cutter & Co Brokerage
Missouri
$478K +$76K +268 +17%
GFPC
1969
Global Financial Private Client
Florida
$477K +$34.6K +122 +7%
MG
1970
Markel Group
Virginia
$476K – – –
CI
1971
Chartist Inc
California
$475K – – –
WFA
1972
Wade Financial Advisory
California
$474K -$25.5K -90 -5%
GC
1973
Grimes & Company
Massachusetts
$474K +$26.7K +94 +5%
HI
1974
Hudock Inc
Pennsylvania
$474K +$27.8K +98 +6%
NAM
1975
NTV Asset Management
West Virginia
$473K +$199K +700 +63%
77 78
79
80 81