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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1951
Parcion Private Wealth
Washington
$748K -$9.81K -43 -1%
RIA
1952
Retirement Investment Advisors
Oklahoma
$748K – – –
AFM
1953
Abbot Financial Management
Massachusetts
$746K – – –
CM
1954
Corvex Management
New York
$746K – – –
NCM
1955
Northside Capital Management
Oregon
$745K – – –
MWM
1956
Mindset Wealth Management
Indiana
$742K +$647K +2,837 New
RIM
1957
Redwood Investment Management
Arizona
$742K -$2.92M -12,820 -82%
MSS
1958
Mitchell Sinkler & Starr
Pennsylvania
$740K +$28.5K +125 +5%
SWRP
1959
Summit Wealth & Retirement Planning
California
$740K -$16K -70 -2%
GCM
1960
G2 Capital Management
Ohio
$739K – – –
ST
1961
Smithfield Trust
Pennsylvania
$739K +$4.11K +18 +0.6%
BBA
1962
Braun-Bostich & Associates
Pennsylvania
$738K +$13.5K +59 +2%
BAM
1963
Bellevue Asset Management
Washington
$737K -$11.4K -50 -2%
SP
1964
Stonebrook Private
Michigan
$737K +$141K +618 +28%
JBA
1965
Johnson Bixby & Associates
Washington
$736K -$2.28K -10 -0.4%
CAL
1966
Capital Analysts LLC
Pennsylvania
$733K +$44K +193 +7%
LIA
1967
Lynx Investment Advisory
District of Columbia
$733K +$2.51K +11 +0.4%
CM
1968
Castleark Management
Illinois
$733K – – –
PSB
1969
Passumpsic Savings Bank
Vermont
$733K – – –
MCI
1970
MRP Capital Investments
Georgia
$732K +$67.3K +295 +12%
OC
1971
Oakworth Capital
Alabama
$732K -$12.1K -53 -2%
SOW
1972
State of Wyoming
Wyoming
$731K -$27.4K -120 -4%
WAS
1973
WESPAC Advisors SoCal
California
$731K -$2.28K -10 -0.4%
AIM
1974
Acropolis Investment Management
Missouri
$730K -$684 -3 -0.1%
DM
1975
Deerfield Management
New York
$730K +$636K +2,789 New
77 78
79
80 81