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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2576
New Capital Management
Texas
$530K – – –
EWF
2577
Epstein & White Financial
California
$529K +$47.8K +540 +10%
DWA
2578
Divergent Wealth Advisors
Utah
$528K -$15.9K -180 -3%
BMA
2579
Brooks Moore & Associates
Tennessee
$528K +$506K +5,720 New
TCM
2580
Tufton Capital Management
Maryland
$521K -$17.7K -200 -3%
ERIM
2581
Eagle Ridge Investment Management
Connecticut
$521K – – –
WTFG
2582
Wells Trecaso Financial Group
Ohio
$519K +$1.77K +20 +0.4%
SFG
2583
Summit Financial Group
West Virginia
$516K -$26.6K -300 -5%
PDM
2584
Penn Davis McFarland
Texas
$516K +$177K +2,000 +56%
PWM
2585
PBMares Wealth Management
Virginia
$516K +$494K +5,580 New
PSF
2586
Pacific Sun Financial
California
$514K – – –
BCM
2587
Beddow Capital Management
Wyoming
$514K +$8.85K +100 +2%
WPIC
2588
White Pine Investment Company
Michigan
$512K +$17.7K +200 +4%
AFM
2589
Abbot Financial Management
Massachusetts
$512K +$35.4K +400 +8%
CB
2590
Cadence Bank
Mississippi
$510K +$237K +2,680 +94%
OPCM
2591
Osborne Partners Capital Management
California
$508K +$33.6K +380 +7%
BFG
2592
Barber Financial Group
Kansas
$506K -$51.3K -580 -10%
SFI
2593
SPC Financial Inc
Maryland
$506K -$35.4K -400 -7%
SIA
2594
SeaBridge Investment Advisors
New Jersey
$506K -$28.3K -320 -6%
APWM
2595
Atlas Private Wealth Management
New York
$506K +$485K +5,480 New
GCA
2596
Gradient Capital Advisors
California
$504K -$159K -1,800 -25%
SICM
2597
Sustainable Insight Capital Management
New York
$503K – – –
SFG
2598
Sather Financial Group
Texas
$502K +$481K +5,440 New
MPPLM
2599
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$501K +$15.9K +180 +3%
RFO
2600
RiverGlades Family Offices
Florida
$499K +$177K +2,000 +59%
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