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Market cap $712B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	SOAMC 1976 Spirit of America Management Corp Syosset, New York	$1.56M	–	–	–
1977	QWM 1977 QP Wealth Management Eatontown, New Jersey	$1.56M	-$231K	-1,146	-13%
1978	TIMH 1978 Tilt Investment Management Holdings New York	$1.55M	+$1.51M	+7,480	New
1979	HAI 1979 Hennessy Advisors Inc Novato, California	$1.55M	-$234K	-1,161	-13%
1980	SFA 1980 Semmax Financial Advisors Winston Salem, North Carolina	$1.55M	-$33.1K	-164	-2%
1981	GA 1981 Geller Advisors New York	$1.55M	+$432K	+2,144	+40%
1982	PBC 1982 Pavion Blue Capital Newport Beach, California	$1.54M	-$13.9K	-69	-0.9%
1983	AWG 1983 Altus Wealth Group Colorado Springs, Colorado	$1.54M	+$11.5K	+57	+0.8%
1984	BCM 1984 Barden Capital Management Austin, Texas	$1.53M	+$142K	+703	+11%
1985	CASB 1985 Cape Ann Savings Bank Glocuster, Massachusetts	$1.53M	+$1.21K	+6	+0.1%
1986	SPWM 1986 Schrum Private Wealth Management St. Augustine, Florida	$1.53M	–	–	–
1987	CC 1987 Constitution Capital Shelton, Connecticut	$1.52M	+$121K	+600	+9%
1988	JIC 1988 Joel Isaacson & Co New York	$1.52M	-$24.8K	-123	-2%
1989	AWM 1989 Angeles Wealth Management Santa Monica, California	$1.51M	-$216K	-1,071	-13%
1990	CC 1990 Cadinha & Co Honolulu, Hawaii	$1.5M	-$6.05K	-30	-0.4%
1991	FWP 1991 FAS Wealth Partners Leawood, Kansas	$1.5M	+$193K	+956	+15%
1992	TWI 1992 Thomas White International Chicago, Illinois	$1.5M	–	–	–
1993	GWM 1993 Gray Wealth Management Bangor, Maine	$1.5M	-$8.67K	-43	-0.6%
1994	KSWA 1994 Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$1.49M	+$74.6K	+370	+5%
1995	SAM 1995 Secure Asset Management Troy, Michigan	$1.48M	+$632K	+3,134	+78%
1996	SAM 1996 Synergy Asset Management Vancouver, Washington	$1.48M	+$1.17M	+5,822	+448%
1997	PPG 1997 Peak Planning Group Centennial, Colorado	$1.48M	-$19K	-94	-1%
1998	SWM 1998 Sculati Wealth Management Bloomfield Hills, Michigan	$1.48M	+$135K	+667	+10%
1999	SDWIA 1999 Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$1.47M	–	–	–
2000	AC 2000 AlphaCore Capital La Jolla, California	$1.47M	+$174K	+865	+14%

Visa V Market cap $712B

Visa

V

Market cap $712B