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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1951
Palouse Capital Management
Washington
$3.52M +$11.9K +280 +0.4%
FFG
1952
Fortem Financial Group
California
$3.52M +$346K +8,152 +12%
CCM
1953
Cribstone Capital Management
Maine
$3.52M -$12K -284 -0.4%
VSWA
1954
Vontobel Swiss Wealth Advisors
Switzerland
$3.51M +$1.73M +40,836 +121%
JCM
1955
Jag Capital Management
Missouri
$3.5M -$38.3K -904 -1%
CFA
1956
Cahill Financial Advisors
Minnesota
$3.5M -$92.1K -2,172 -3%
TCM
1957
Tanaka Capital Management
New York
$3.5M -$189K -4,448 -6%
MIM
1958
Montgomery Investment Management
Maryland
$3.5M – – –
FLI
1959
Family Legacy Inc
South Carolina
$3.5M +$98.4K +2,320 +3%
CIA
1960
Capital Impact Advisors
Massachusetts
$3.48M – – –
PD
1961
Planning Directions
Pennsylvania
$3.48M +$57.7K +1,360 +2%
AC
1962
Argentiere Capital
Switzerland
$3.48M -$5.38M -126,808 -63%
DMC
1963
Drexel Morgan & Co
Pennsylvania
$3.48M -$119K -2,800 -4%
WAOTB
1964
Wealth Advisors of Tampa Bay
Florida
$3.47M +$46.8K +1,104 +2%
RWM
1965
RBA Wealth Management
California
$3.47M +$2.94M +69,232 New
CIA
1966
CSat Investment Advisory
Michigan
$3.46M +$873K +20,572 +39%
BHBT
1967
Burke & Herbert Bank & Trust
Virginia
$3.46M -$127K -2,996 -4%
WPC
1968
White Pine Capital
Minnesota
$3.46M +$20.4K +480 +0.7%
BAM
1969
Baldrige Asset Management
Pennsylvania
$3.45M +$3.08M +72,556 New
VC
1970
Voit & Company
Wisconsin
$3.44M +$31.7K +748 +1%
CWA
1971
Clarus Wealth Advisors
Arizona
$3.42M +$66.5K +1,568 +2%
CT
1972
Clearstead Trust
Maine
$3.42M +$427K +10,076 +16%
JFM
1973
Jackson Financial Management
California
$3.42M -$204K -4,808 -6%
HAC
1974
Harbor Advisory Corp
New Hampshire
$3.41M -$21.4K -504 -0.7%
FTI
1975
Fiduciary Trust International
Massachusetts
$3.4M +$324K +7,628 +10%
77 78
79
80 81