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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1951
MinichMacGregor Wealth Management
New York
$487K +$8.81K +153 +2%
LCM
1952
Landscape Capital Management
New Jersey
$486K +$463K +8,047 New
BBWA
1953
Bell & Brown Wealth Advisors
California
$485K +$2.42K +42 +0.5%
CCM
1954
Canal Capital Management
Virginia
$484K -$2.28M -39,619 -83%
SC
1955
SRB Corp
Massachusetts
$484K – – –
MFW
1956
Meristem Family Wealth
Minnesota
$483K +$127K +2,204 +38%
ACM
1957
Ativo Capital Management
Illinois
$481K -$266K -4,619 -37%
TCM
1958
Traynor Capital Management
Pennsylvania
$481K +$184K +3,189 +67%
KIA
1959
Kopp Investment Advisors
Minnesota
$479K -$33.7K -586 -7%
RPC
1960
Rossmore Private Capital
Connecticut
$478K – – –
HHGA
1961
Halbert Hargrove Global Advisors
California
$478K +$75.1K +1,304 +20%
RP
1962
Rowlandmiller & Partners
Georgia
$476K +$26.2K +455 +6%
OFW
1963
Omnia Family Wealth
Florida
$471K -$17.7K -307 -4%
FBP
1964
Flippin Bruce & Porter
Virginia
$471K – – –
MKC
1965
M. Kraus & Co
Vermont
$471K +$56.2K +976 +14%
CFS
1966
CRA Financial Services
New Jersey
$468K -$403 -7 -0.1%
CWM
1967
Connecticut Wealth Management
Connecticut
$467K +$129K +2,243 +41%
CA
1968
Cambridge Advisors
Nebraska
$466K +$864 +15 +0.2%
CPA
1969
Capital Planning Advisors
California
$465K -$14.4K -250 -3%
MFW
1970
Mosaic Family Wealth
Missouri
$465K +$7.31K +127 +2%
QPWM
1971
Quadrant Private Wealth Management
Pennsylvania
$465K +$19.6K +341 +5%
BCM
1972
Buckhead Capital Management
Georgia
$461K -$1.73K -30 -0.4%
BCA
1973
Berman Capital Advisors
Georgia
$460K -$10.4K -180 -2%
AMCA
1974
Arthur M. Cohen & Associates
Illinois
$460K – – –
FI
1975
Fosun International
China
$459K – – –
77 78
79
80 81