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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1951
Mowery & Schoenfeld Wealth Management
Illinois
$138K +$128K +1,427 +686%
SCM
1952
Silvant Capital Management
Georgia
$136K – – –
WOC
1953
West Oak Capital
California
$135K – – –
LIA
1954
Luken Investment Analytics
Tennessee
$135K – – –
PMFA
1955
Plante Moran Financial Advisors
Michigan
$135K +$806 +9 +0.6%
MTC
1956
Matrix Trust Company
Colorado
$134K -$5.1K -57 -3%
EPIM
1957
Evelyn Partners Investment Management
$134K -$170K -1,903 -55%
OPTFSNA
1958
Old Point Trust & Financial Services N A
Virginia
$133K – – –
AT
1959
Arlington Trust
Alabama
$133K +$52.5K +586 +60%
RA
1960
Rise Advisors
New York
$132K +$1.88K +21 +1%
WSCM
1961
Wellington Shields Capital Management
New York
$132K – – –
CA
1962
Crewe Advisors
Utah
$131K +$138K +1,544 New
HBT
1963
Hills Bank & Trust
Iowa
$128K -$16.7K -187 -11%
SL
1964
Salomon & Ludwin
Virginia
$127K -$27.9K -312 -17%
CC
1965
Corsicana & Co
Texas
$127K +$134K +1,502 New
MCM
1966
MV Capital Management
Maryland
$127K -$15.4K -172 -10%
DWA
1967
Delos Wealth Advisors
Texas
$124K +$131K +1,461 New
EPIMS
1968
Evelyn Partners Investment Management Services
$123K +$116K +1,300 +828%
CG
1969
Curat Global
New Hampshire
$123K -$600K -6,700 -82%
BFPW
1970
BOK Financial Private Wealth
Colorado
$122K -$9.22K -103 -7%
BT
1971
Banque Transatlantique
France
$121K -$1.34K -15 -1%
BHWM
1972
Beaird Harris Wealth Management
Texas
$120K +$8.77K +98 +7%
BIM
1973
Breakwater Investment Management
Washington
$120K – – –
QPBE
1974
Quintet Private Bank (Europe)
Luxembourg
$119K – – –
AT
1975
Avalon Trust
New Mexico
$116K -$17.1K -191 -12%
77 78
79
80 81