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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1651
Highland Private Wealth Management
Washington
$335K +$17.3K +567 +5%
NQWM
1652
Northwest Quadrant Wealth Management
Oregon
$335K +$326K +10,702 New
CPO
1653
Cerity Partners OCIO
New York
$335K +$338K +11,091 New
MC
1654
Mathes Company
New York
$334K -$15.2K -500 -4%
HA
1655
Harfst & Associates
Wyoming
$334K +$101K +3,322 +43%
NAM
1656
Nichols Asset Management
Massachusetts
$333K – – –
FCB
1657
First Command Bank
Texas
$333K +$336K +11,021 New
FCFS
1658
First Command Financial Services
Texas
$333K +$336K +11,021 New
PWMAG
1659
Pinnacle Wealth Management Advisory Group
New Jersey
$329K +$31.4K +1,031 +10%
AB
1660
Atlas Brown
Kentucky
$328K – – –
B
1661
Bridgeworth
Alabama
$328K +$332K +10,900 New
QC
1662
QCM Cayman
Texas
$327K +$330K +10,836 New
WA
1663
Wealth Architects
California
$326K -$179K -5,876 -35%
SIG
1664
Sky Investment Group
Connecticut
$326K -$64.8K -2,126 -16%
FPB
1665
First PREMIER Bank
South Dakota
$325K -$67.5K -2,215 -17%
RA
1666
RFG Advisory
Alabama
$324K – – –
GC
1667
Garde Capital
Washington
$324K +$46.6K +1,530 +17%
DWM
1668
Darwin Wealth Management
Florida
$323K +$7.93K +260 +2%
KBFS
1669
Kohmann Bosshard Financial Services
Ohio
$323K +$320K +10,500 New
SWA
1670
Sutton Wealth Advisors
Florida
$323K – – –
WPW
1671
Waldron Private Wealth
Pennsylvania
$321K +$976 +32 +0.3%
HIS
1672
Horizon Investment Services
Indiana
$320K -$7.26K -238 -2%
FWSM
1673
First Wilshire Securities Management
California
$317K -$83.8K -2,750 -21%
EWM
1674
Evermay Wealth Management
Virginia
$317K – – –
BCM
1675
Blume Capital Management
California
$316K -$8.08K -265 -2%
65 66
67
68 69