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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
1876
Farmers & Merchants Trust Company
California
$506K +$535K +11,693 New
HIM
1877
Hillsdale Investment Management
Ontario, Canada
$505K – – –
SWA
1878
Sutton Wealth Advisors
Florida
$502K +$42.3K +924 +9%
BCWM
1879
Blue Chip Wealth Management
Florida
$501K -$10.7K -233 -2%
ECM
1880
EagleClaw Capital Management
Massachusetts
$501K +$22.3K +487 +4%
GP
1881
Geneva Partners
Wisconsin
$497K +$525K +11,478 New
IBOK
1882
Independence Bank of Kentucky
Kentucky
$492K -$41.6K -910 -7%
JIP
1883
Jaffetilchin Investment Partners
Florida
$490K +$251K +5,490 +94%
OAM
1884
Occidental Asset Management
California
$487K +$65.5K +1,431 +15%
CA
1885
Continuum Advisory
Idaho
$484K +$50.3K +1,099 +11%
AIP
1886
Almanack Investment Partners
Pennsylvania
$483K -$20.7K -452 -4%
AWM
1887
Aevitas Wealth Management
Massachusetts
$483K +$549 +12 +0.1%
LFA
1888
Landmark Financial Advisors
Kentucky
$481K +$229 +5 +0%
SGK
1889
Steigerwald Gordon & Koch
Virginia
$481K +$19.8K +433 +4%
BEAM
1890
Baker Ellis Asset Management
Washington
$478K -$125K -2,730 -20%
SIG
1891
Sky Investment Group
Connecticut
$478K +$1.42K +31 +0.3%
MJP
1892
Michael J. Puzo
$473K -$5.72K -125 -1%
SSP
1893
Sapphire Star Partners
Washington
$472K +$124K +2,700 +33%
FCAG
1894
First Capital Advisors Group
New Jersey
$471K +$498K +10,877 New
WRM
1895
Weybosset Research & Management
Rhode Island
$467K -$77.8K -1,700 -14%
WFM
1896
Wolff Financial Management
Michigan
$466K +$492K +10,762 New
DM
1897
Delphi Management
Massachusetts
$464K +$490K +10,700 New
CWM
1898
Confluence Wealth Management
Oregon
$463K +$21.6K +472 +5%
LSCM
1899
LaSalle Street Capital Management
Illinois
$462K – – –
SCM
1900
Silvant Capital Management
Georgia
$462K – – –
74 75
76
77 78