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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1976
SouthState Corp
Florida
$533K +$165K +944 +54%
OL
1977
Optas LLC
Texas
$532K +$157K +901 +50%
NWM
1978
NRI Wealth Management
California
$531K +$62.4K +357 +15%
CWMGP
1979
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$531K -$163K -930 -26%
S
1980
Sunpointe
Missouri
$530K -$85.6K -490 -15%
CD
1981
Chapin Davis
Maryland
$530K -$317K -1,814 -40%
KCIC
1982
Kuhn & Co Investment Counsel
Illinois
$530K +$7.34K +42 +2%
SFO
1983
Stokes Family Office
Louisiana
$529K -$134K -767 -22%
AC
1984
AlphaCore Capital
California
$529K +$37.6K +215 +9%
SCM
1985
Sitrin Capital Management
California
$529K
ACA
1986
Atlas Capital Advisors
Wyoming
$528K +$466K +2,667 New
CWM
1987
Chesapeake Wealth Management
Virginia
$527K
AB
1988
Atlas Brown
Kentucky
$526K +$18.5K +106 +4%
RA
1989
Rise Advisors
New York
$526K -$12.2K -70 -3%
NIP
1990
Nicholas Investment Partners
California
$526K -$79K -452 -15%
LRPA
1991
L. Roy Papp & Associates
Arizona
$525K
TIM
1992
Thompson Investment Management
Wisconsin
$524K -$45.4K -260 -9%
ORAM
1993
One River Asset Management
Connecticut
$523K +$43.2K +247 +10%
CWM
1994
Collaborative Wealth Management
Florida
$523K
AWAG
1995
ARS Wealth Advisors Group
Florida
$522K -$163K -935 -26%
ECG
1996
Edge Capital Group
Georgia
$522K +$461K +2,637 New
SFC
1997
Swisher Financial Concepts
Ohio
$520K -$3.67K -21 -0.9%
BPCA
1998
Bank Pictet & Cie (Asia)
Singapore
$520K +$180K +1,032 +65%
LCWP
1999
Legacy Capital Wealth Partners
Arkansas
$519K +$158K +906 +56%
WG
2000
Winton Group
United Kingdom
$519K -$530K -3,032 -54%